Copilot reviews CRM data in Dynamics 365 or Excel and scores leads based on natural language criteria like “flag high-value prospects in tech sector with recent engagement,” generating prioritised lists with next-action recommendations. This helps sales teams focus on hot leads first, shortens sales cycles, and improves conversion rates by matching opportunities to ideal customer profiles.
Related Use Cases
Event follow-up automation
Post-trade show or webinar, Copilot turns attendee lists and booth notes into segmented follow-ups: "draft emails for C-level leads mentioning our demo." It prioritises by…
Read more...Win/loss analysis
Copilot scans closed deals, feedback forms and call transcripts to identify patterns—"why did we lose Q4 enterprise deals?"—producing reports with common objections, pricing issues and…
Read more...Customer personas
From survey data, CRM segments and support tickets, Copilot builds detailed buyer personas with demographics, behaviours, pain points and journey maps for prompts like "profile…
Read more...Content repurposing
Feed Copilot a webinar recording or blog post, and it generates email newsletters, social snippets, infographics outlines or video scripts while preserving key messages. Marketing…
Read more...Campaign performance summaries
Copilot analyses Google Analytics, ad platform exports or CRM attribution data to produce executive summaries like "top 3 channels by ROI last quarter" with charts…
Read more...Social selling posts
Copilot crafts LinkedIn updates, Twitter threads or Instagram captions from product launches, case studies or sales wins, optimised for engagement with hashtags and calls-to-action. Marketers…
Read more...