Microsoft Scenario Library Sales Create personalized offers​

Available with: Microsoft 365 Copilot

Sales scenario: Create personalized offers​

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Scenario

Analyze customer interactions across the sales cycle using internal and public data to recommend best next steps for closing deals.

1. Analyze customer goals

Use Copilot to review recent email threads, previous meeting notes, and public information to understand the customer's objectives and priorities.​

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Microsoft 365 Copilot Chat2

Benefit: Build a comprehensive understanding of what the customer aims to achieve, which is crucial for crafting a compelling offer.

Try in Copilot Lab: Get the gist

Ask Copilot in Word to draft tailored offers that align with the customer's goals and the insights gathered from the analysis.​

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Copilot in Word

Benefit: Use the insights gained to draft offers that are highly personalized, increasing the likelihood of acceptance.​

Based on customer objectives, ask Copilot to recommend several options for deal terms to speed deal closure.

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Microsoft 365 Copilot Chat2

Benefit: Suggest deal terms that are beneficial for both parties, considering both the customer’s needs and your business objectives.​

Utilize Copilot to create potential negotiation scenarios, helping to prepare for various customer responses.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Benefit: Lead to better outcomes by anticipating and planning for potential objections.​

Ask Copilot in Word to refine the offer details, ensuring clarity and addressing any potential concerns the customer might have.

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Copilot in Word

Benefit: Ensure that the offer is clear, comprehensive, and ready for presentation, minimizing the risk of misunderstandings.​

Try in Copilot Lab: Improve this document

Use Copilot in Teams to assist in the final negotiation phase, providing suggested talking points and recording action items. Use transcripts from prior phone calls on Teams Phone.

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Copilot in Teams

Benefit: During the final negotiation, Copilot provides support with up-to-date insights, helping to close the deal on favorable terms.

Try in Copilot Lab: Get clarity

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KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help improve customer retention

Improving the quality of sales materials and interactions helps with retention, but the rest of the organization can contribute as well from improved support interactions and first call resolution to improved customer feedback processes to product development.
Improve quality of customer-facing materials​
  • Improve marketing content with clear value propositions​
  • Improve quality of proposals and RFP responses​
  • Improve quality of emails and chats​

How Microsoft Copilot can help increase revenue per sale

Copilot helps expand opportunities through cross selling. Sellers can use Copilot to get suggestions for cross selling opportunities and then research a better together story. Copilot also assists in pulling together quotes and proposals.
Improve quality of customer-facing materials​
  • Improve marketing content with clear value propositions​
  • Create more compelling proposals and RFP responses​​
  • Make emails and chats more impactful​

How Microsoft Copilot can help improve the close rate

Improving the quality of marketing content and customer interactions such as emails and meetings can help to improve close rates. In addition, improving targeting, pricing analysis, and creating effective promotions can also improve close rates.​
Improve quality of customer-facing materials​
  • Improve sales and marketing and content​
  • Create more compelling proposals and RFP responses​
  • Make emails and chats more impactful ​

How Microsoft Copilot can help increase the number of opportunities pursued

Simplifying and automating tasks like preparing for meetings, tracking tasks, sending emails, creating proposals, and researching customer and product information can allow sellers to pursue more opportunities.
Improve customer meetings​
  • Research company information​
  • Learn how to pitch the product​
  • Organize information from past interactions​
  • Completely focus during the meeting​

The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.