From the course: Microsoft 365 Copilot: Helpful Tips for Sales Professionals

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Create an unsolicited proposal

Create an unsolicited proposal

- [Instructor] In previous videos, we saw how you can use Copilot to research potential clients using various sources such as their website, annual reports, or other online sources of information about the company that may be relevant. Copilot can gather and analyze relevant client data like their spending changes and product needs and help you identify specific opportunities. We also saw how you can use Copilot to take this data to create a customized pitch, and one of the examples we looked at was asking Copilot to create a presentation outline using the information it had gathered on our potential landscaping company client. So I have a version of that outline here that Copilot generated that I've copied into this Word document. Now I've saved this to my OneDrive so I'll be able to access it through other M365 apps. So let's see how we can turn this outline into an actual presentation in PowerPoint using Copilot. All right, so in PowerPoint, I'll create a new presentation. You can…

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