Unlocking Sales Magic with M365 CoPilot: Upsell, Cross-Sell, and Soar

Have you wondered about the potential of M365 CoPilot beyond content generation, summarization, and drafting emails? At Movate (www.movate.com), most of our customer base is across telecom, retail, healthcare, manufacturing, consumer electronics & cosmetics. One of our major service offerings is customer support and tech support for the sales and marketing functions. The traditional upsell and cross-sell depend highly on individuals or rule-based logic. However, machine learning models & AI can help in better conversion and shifting from manual limitations to predictive capabilities. M365 CoPilot helps to simplify the upsell and cross-sell strategy and methods. This AI-powered tool analyses customer data and suggests personalized recommendations, allowing the sales team to craft targeted sales messages and streamline workflows. This article will explore how M365 CoPilot can boost your sales support and marketing efforts, leading to happier customers and increased revenue.

Scenarios Where M365 CoPilot Can Help in Upsell/ Cross-sell

• Craft compelling communications: CoPilot helps you create attention-grabbing emails, messages, and notifications that resonate with your customers.
• Personalize your offers: Generate relevant, appealing, and persuasive suggestions and upsell opportunities tailored to each customer.
• Target the right audience: Identify the most promising accounts/clients for specific products based on their purchase history and preferences.
• Optimize upselling/ cross-selling strategies: Pinpoint the best upselling and cross-selling opportunities for individual accounts to maximize revenue potential.
• Leverage local insights: Develop targeted strategies for enhanced effectiveness based on specific domains or regions.

Illustrative Upsell & Cross-sell Scenarios with Apple Products

#1: For a specific customer group

#2: For a customer with a specific configuration

#3: Cross-sell options

Learnings in M365 CoPilot @ Business Use Cases

• 80% of the effort goes into data design, feature building, and model development, 15% into prompts, and 5% towards UI.
• Avoids complex UI/ front-end.
• Scalable with generative templates modules – Another Automated tool to generate contextualized templates for each salesperson.
• Greatly fits when the configurable options are under 15.

Desired Features from M365 CoPilot

• Options to Hide / Embed the model
• Password protection code so that end-users do not tamper
• Support large data models (with more accuracy)
• Integrated semantic info across Office files
• Suggestions to correct/generate prompts based on end-objective

In conclusion, M365 CoPilot is a versatile AI tool for various business use cases, with numerous possibilities to explore. At Movate (www.movate.com), we have pre-built 36 user stories on CoPilot across customer support marketing and sales workflows that are easily customizable and usable for enterprises (all scales). This overview highlights M365 synergy beyond summarization or content generation, urging a comprehensive and forward-thinking approach to build an AI-first strategy. If you want to learn more about AI strategy using M365 CoPilot or explore how to boost your customer support marketing and sales performance, drop a message (info@movate.com).

References:

1. https://www.linkedin.com/pulse/how-microsoft-m365-copilot-can-help-you-leverage-ai-transform-bowes/
2. Google Gemini (https://gemini.google.com/) for content curation in the blog
3. OpenAI (https://chat.openai.com/) for curating the data models

Author – Dr. Kiran Marri