The demo opens with a title card that displays the text Analyze the risk of sales opportunities.

When my team pursues new sales opportunities, I know it's important for us to target the right customers. It's tempting to go after every customer — but doing so increases the risk of losing more sales than we win.

A Word template called "Risk Assessment" appears.

One way to make sure we're pursuing the right business is by using the "Risk Assessment" template in Word.

The template then appears in close-up, showing the Sales Team Name, Sales Manager, and Assessment Date fields. The scene changes to the General Sales Opportunity Information section.

This template helps my sales team organize information about prospects.

The scene changes to the Criteria sections of the template, focusing first on Revenue Potential, then on Customer Risks, and finally on Contract Risks.

It also helps them assess revenue potential, customer risks, and contract risks.

The Summary section of the template then appears, with fields for entering the different criteria ratings. Under Observations and Recommendations, the sentence This is definitely a customer we want to work with! is typed.

I can look at a summary and get a good idea about whether we should pursue this business.

The InfoPath template called "Sales Opportunity Review Worksheet" appears, with fields for a prospect's company name, type of business, and addresses. The fields in this section are filled in, with the exception of the Postal Code field, in which a postal code is typed.

Another form that I've found helpful is the "Sales Opportunity Review Worksheet" in InfoPath.

The pointer drags the scroll box down the vertical scroll bar to show the template's other sections, including Prospect Direct Contact, Responder Name, and Customer Comments.

This form is especially useful for storing information about prospects the team is pursuing in a centralized place, like a SharePoint server.

The image of the template holds steady.

That way, everyone can have access to sales opportunity information.

The "Risk Assessment" template reappears. The scene changes again to the Customer Risks section of the template. The final scene shows the review worksheet, where $2.5 million is typed in the Revenue Opportunity For This Engagement box.

Now that my team uses these resources, we're more efficient at analyzing potential customers … and that means we've developed a more successful strategy for winning business.

The Customer Risks section disappears. The text Microsoft Office appears with the Microsoft Office logo, and under them the URL http://www.office.microsoft.com appears.