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How to Create Sales Content Using Copilot in Word and PowerPoint

Microsoft 365, SharePoint, Teams

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In part five of our eight-part series on Copilot for Sales, we demonstrate how Microsoft Copilot can assist in content creation, a key capability of generative AI.

This blog summarizes the full-length bootcamp, breaking it down into the individual demo videos shared throughout. You can watch the full-length bootcamp here: Creating Content: Proposals, Pitches and More.

Creating Documents in Microsoft Word

Microsoft Word is a staple for sales professionals, used to create new documents, refine existing ones, or add specific details. Copilot in Word can help generate comprehensive documents from scratch or create micro-content within larger documents.

Generate Elevator Pitch

In this demo, see how Copilot assists in drafting an elevator pitch. By providing specific context and linking to relevant information, Copilot generates a detailed document, which can then be refined and customized as needed.

Write an Expert Article

This demo illustrates how Copilot helps create a motivational article for a sales team. By entering a detailed prompt, Copilot generates content quickly, allowing the user to edit and finalize the article for publication on SharePoint.

Draft Sales Doc

Watch how Copilot assists in drafting sections within a sales document. By selecting a section and providing details, Copilot generates precise content, which can then be further refined.

Revise Sales Doc

In this demo, learn how to use Copilot to transform text into tables and rewrite sections for clarity and conciseness. Copilot provides various formatting and rewriting options to enhance the document’s presentation.

Creating Presentations in Microsoft PowerPoint

Creating presentations can be time-consuming. Copilot simplifies this task by generating PowerPoint decks from existing Word documents.

Convert SOW in Microsoft Word to a Pitch Deck in PowerPoint

This demo shows how Copilot can convert a detailed Word document into a PowerPoint presentation. Copilot includes content such as images, tables, and references, and suggests new images to enhance the presentation.

Create a Training Presentation in PowerPoint from Scratch

Watch how Copilot assists in creating a training presentation in PowerPoint. By selecting an on-brand PowerPoint template and providing Copilot with a detailed prompt, Copilot generates a series of slides and offers formatting options to ensure a polished look.

Create Custom Images with Copilot in Microsoft Edge

In this demo, learn how to create images using Copilot in Microsoft Edge. By entering a detailed prompt, Copilot generates multiple image options, which can be fine-tuned and copied into presentations.

Beyond Word and PowerPoint, Copilot can create content in other applications like OneNote and Loop. From drafting sales documents and creating on-brand presentations to generating custom images, Copilot makes content creation a breeze.

Read the Copilot for Sales FAQs we answered during our roundtable discussion at the end of this bootcamp.

Interested in leveraging Copilot for Sales at your organization? Learn more about C5 Insight’s Copilot for Sales Coaching Services, which will help you accelerate business results with AI.

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