Microsoft Scenario Library Sales Respond to an RFP

Available with: Microsoft 365 Copilot for Sales and Copilot Studio

Sales scenario: Respond to an RFP

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Scenario

Using Copilot to respond to an RFP

Save time and increase quality of RFP responses by quickly analyzing requirements and enabling the creation of accurate, tailored, high-quality proposals.

1. Review the RFP​

Use Microsoft Copilot in Word to summarize the RFP and generate a list of required items sorted by category.​

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Copilot in Word

Benefit: Get started quickly by skipping over non-essential portions of the RFP.​

Try in Copilot Lab: Summarize this doc

Prompt Copilot to summarize the information from the customer’s website and annual reports. Use Copilot for Sales to provide a summary of the opportunity, pulling in CRM insights with Copilot for Sales. Share the Copilot response with your team using Copilot Pages.

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Microsoft 365 Copilot Chat1

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Copilot for Sales

Benefit: Rapidly pulling information such as IT spending changes and new product releases from lengthy documents can save time.​

Prompt Copilot for responses to RFP questions, enhanced with a custom RFP repository agent built with Copilot Studio.

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Copilot Studio Agent

Benefit: Using defined content to answer customer questions ensures accuracy of the responses.​

Copilot in Teams generates a list of talking points, questions, and ideas during the meeting with your team.

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Copilot in Teams

Benefit: Don’t miss any updates by asking Copilot for all of the suggestions made during the meeting.​

Try in Copilot Lab: Summarize meetings and videos

Use Copilot in Word to revise the document to make it more compelling.

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Copilot in Word

Benefit: Quickly make answers more readable to improve the quality of the RFP response.​

Try in Copilot Lab: Improve this document

Prompt Copilot for Sales to draft an email to the customer with a summary the RFP response. Copilot for Sales includes relevant CRM details like product information in the email.

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Copilot for Sales

Benefit: Quickly create professional emails​ that are concise and more likely to ​be read and can lead to higher close rates.​

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.