Microsoft Scenario Library Sales Improve customer meetings​

Available with: Microsoft 365 Copilot for Sales

Sales scenario: Improve customer meetings​

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Scenario

Research customer context to generate presentations tailored to the specific interests and needs of each lead.

1. Prepare for a meeting

Prompt Copilot for a summary of past interactions and customer details. Copilot for Sales enriches the summary with CRM insights.​

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Microsoft 365 Copilot Chat2

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Copilot for Sales

Benefit: Rapidly get up to speed and improve preparation to focus on key issues and concerns. Have additional time to identify cross sell opportunities.​

Try in Copilot Lab: Prep for that meeting

Use Copilot in PowerPoint to generate a presentation for the meeting using branded templates. Copilot can summarize important topics and customer requests from meeting notes and customer reports saved to Word.

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Copilot in PowerPoint

Benefit: Using higher quality presentations makes it easier to convey a clear message and can reduce the time to close the deal.​

Try in Copilot Lab: Create presentations

Copilot in Teams helps improve the quality of customer meetings by taking notes, suggesting talking points, and surface customer and product information during the call. Copilot for Sales includes sales keywords and KPIs in the meeting recap.​

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Copilot for Sales

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Copilot in Teams

Benefit: Having a better discussion during the call can help to raise and resolve issues quicker, leading to increased customer satisfaction and potentially reduce the time to close the deal.​

Try in Copilot Lab: Generate ideas

During the meeting, Copilot suggests questions to ask the customer. Copilot for Sales provides sales insights like brand and competitor analysis.

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Copilot for Sales

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Copilot in Teams

Benefit: Keep the conversation flowing onto meaningful topics can help to cover the agenda quicker and reduce meeting times.​

Try in Copilot Lab: Keep meetings moving

Review the meeting recap from Copilot in Teams for key points and action items. Use Copilot for Sales to update the opportunity details in your CRM system.

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Copilot for Sales

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Copilot in Teams

Benefit: Avoid listening to meeting recordings and spend that time improving the proposal.​

Try in Copilot Lab: Summarize meetings and videos

Have Copilot turn the meeting notes and action items into a follow up email. Copilot for Sales includes product and pricing details in the email from your CRM system.

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Copilot for Sales

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Copilot in Outlook

Document and socialize the action items to keep the sales process moving forward towards a successful close.​

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.