Microsoft Scenario Library Sales Targeted prospecting​

Available with: Microsoft 365 Copilot for Sales

Sales scenario: Targeted prospecting​

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Scenario

Using Copilot for targeted prospecting

Discover high-quality leads by using Copilot to assist with researching customers and identifying strong prospects.

1. Get sales context

Use Copilot in Outlook an email from a potential customer. With Copilot for Sales it can include context from your CRM system.​

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Copilot for Sales

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Copilot in Outlook

Benefit: Simplify adding items to the CRM system to ensure a complete record of the customer engagement.​

Use Copilot for Sales in Outlook to save the email to your CRM and update the CRM record.

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Copilot for Sales

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Copilot in Outlook

Benefit: Update records in your CRM system directly from Outlook where you’re communicating with your customer.​

Extract CRM data into Excel and score leads based on propensity criteria. Use Copilot in Excel to create useful charts.​

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Copilot in Excel

Benefit: Scoring and prioritizing leads help focus efforts on the most promising prospects, improving the efficiency of the sales process.​

Try in Copilot Lab: Find insights

In Outlook, prompt Copilot for Sales to create personalized outreach messages tailored to the interests and needs of each high-priority lead and opportunity.

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Copilot for Sales

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Copilot in Outlook

Benefit: Personalized messages increase the likelihood of engagement, making leads feel valued and understood.​

Set up a call to follow up on prospect. In the Teams meeting, use Copilot for Sales to provide talking points and sales insights from your CRM system.

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Copilot for Sales

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Copilot in Teams

Benefit: Build credibility with your customer by having the right background information and talking points while you meet.​

Review the sales meeting recap generated by Copilot for Sales in Teams. The recap includes an analysis of customer engagement, sales KPIs, and suggested action items.

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Copilot for Sales

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Copilot in Teams

Benefit: Improve future sales conversations by reviewing past sales calls, KPIs, and best practices.

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.