Microsoft Scenario Library Sales Post-sale customer insights​

Available with: Microsoft 365 Copilot for Sales

Sales scenario: Post-sale customer insights​

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Scenario

Using Copilot for post-sale customer insights​

Analyze post-sale customer data to uncover upsell and cross-sell opportunities.

1. Customer feedback analysis

In Teams, use Copilot for Sales to analyze a sales call and get insight on customer sentiment and business objectives​.

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Copilot for Sales

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Copilot in Teams

Benefit: Analyzing customer feedback is essential for understanding their satisfaction levels and identifying areas where they may need additional support or services.​

Ask Copilot to recommend a few upsell scenarios based on the last purchase.​

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Microsoft 365 Copilot Chat2

Benefit: Prioritizing upsell opportunities helps focus efforts on the most promising leads, improving efficiency and conversion rates.​

Try in Copilot Lab: Build on ideas

Create personalized follow-up messages and upsell proposals in Outlook using Copilot for Sales to view their purchasing habits and sales interactions.

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Copilot for Sales

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Copilot in Outlook

Benefit: Personalized engagement ensures that follow-up interactions are relevant and resonate with the customer, increasing the chances of a successful upsell.​

Optimize engagement strategies with Copilot by asking for suggestions based on customer habits and reactions to different upsell approaches.​

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Microsoft 365 Copilot Chat1

Benefit: Optimizing engagement strategies based on customer responses ensures that the approach remains effective and can be adjusted as needed.​

Using the suggestions from Copilot around those customer behaviors on sales marketplace, interactions and sales cycle opportunities draft an initial report or presentation to help guide future sales opportunities.​

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Copilot in PowerPoint

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Copilot in Word

Benefit: Performance reporting provides insights into the effectiveness of upsell strategies and helps identify successful tactics and areas for improvement.​

Try in Copilot Lab: Create presentations

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.