- Chapters
- descriptions off, selected
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A DAY IN THE LIFE OF A
OF A SALES MANAGER
Juliet is a Sales Manager at a travel company and wants to know how Microsoft 365 Copilot can benefit her working day.
Juliet misses a key point during her regional sales meeting. She asks Copilot what was just mentioned.
Juliet needs to create a pitch deck for a customer presentation.
Now that the meeting is over, Juliet needs to send out meeting notes to her team. She asks Copilot to recap the meeting.
Juliet needs to respond to a complaint she has received from one of her customers. She uses Copilot to summary the lengthy email and draft a response.
Juliet needs to respond to a RFP. She asks Copilot to create a first draft of the response and then make updates by converting some of the content into tables.
Juliet is reviewing the presentation and notices that the presentation doesn’t have a logical flow. She asks Copilot to reorder the slides and create chapters.
8:00 am
8:15 am
Copilot in PowerPoint
9:00 am
Copilot in Teams
Copilot in Teams
Copilot in Outlook
Copilot in Word
Example prompt: Add a slide to this presentation that explains our sustainability practices based on [sustainability.docx].
11:00 am
Copilot in PowerPoint
Example prompt: What are the action items from this meeting?
2:00 pm
Action: Click on Summary by Copilot. Use Draft with Copilot to create a response that
is formal and long.
Example prompt: Summarise what was just said about possible discounting options.
Example prompt: Draft a response to this [RFP]. Use the [pricing document] and the [product specification document] to answer and questions in the RFP.
Action: Organise this presentation.
Try in Copilot Lab: Add a slide
4:00 pm
Try in Copilot Lab: Summarise meetings and videos
Try in Copilot Lab: Organise your thoughts
Try in Copilot Lab: Summarise what happened
~1 hour saved per week
Areas of investment:
Customer face time
Benefits
Content creation
~1 hour saved per week
Areas of investment:
Customer face time
Benefits
Content creation
~1 hour saved per week
Areas of investment:
Customer face time
Benefits
Content creation
~1 hour saved per week
Areas of investment:
Customer face time
Benefits
Content creation
~1 hour saved per week
Areas of investment:
Customer face time
Benefits
Content creation
~1 hour saved per week
Areas of investment:
Customer face time
Benefits
Content creation