Sales & Marketing
Close deals faster and produce better campaigns with AI-assisted outreach, content, and analysis.
Everyday tasks
- 01→
Draft personalized prospect emails
✦ CopilotUse Copilot in Outlook to draft outreach tailored to a prospect's industry and role, grounded in your CRM notes.
App that helps: Outlook - 02→
Turn a proposal into a client-ready deck
✦ CopilotPoint Copilot in PowerPoint at your proposal Word doc to generate a branded pitch deck in minutes.
App that helps: PowerPoint - 03→
Analyze pipeline health
✦ CopilotAsk Copilot in Excel to summarize pipeline trends, flag stalled deals, and chart forecast vs. actual.
App that helps: Excel - 04→
Run a campaign war room
Spin up a Teams channel per campaign with shared files, launch checklists, and daily standups.
App that helps: Microsoft Teams - 05→
Draft launch content and messaging
✦ CopilotUse Copilot in Word to draft launch briefs, press releases, and website copy from a short brief.
App that helps: Word - 06→
Collect customer feedback with a quick survey
Build a branded survey in Microsoft Forms to capture post-event or post-purchase feedback, then review results in Excel.
App that helps: Forms - 07→
Track campaign tasks on a shared board
Use Planner to assign campaign tasks, set due dates, and see progress without losing track in email threads.
App that helps: Planner