What is Salesforce Copilot
Everyone’s new favorite AI assistant has arrived! Salesforce has announced that Einstein Copilot is ready to use. So what is it and what does that mean for your organization?
Salesforce Einstein Copilot goes beyond a regular AI assistant. It's like having a helpful friend built into your Salesforce interface, directly linked to how your users work. This customizable AI chatbot appears on a panel in a user's Salesforce interface, accompanying them across different screens to become a valuable companion for your agents and representatives. Users can ask questions in everyday language and get answers based on their CRM data and, if desired, other linked information.
See it in action here.
Unique benefits of an AI Assistant built directly into your CRM data
- Precision at your fingertips: Generate and deliver trustworthy responses rooted in your own data, ensuring accuracy and reliability.
- Tailored excellence: Experience a unified, customizable user journey tailored to your precise business requirements, spanning across sales, service and field operations.
- The Einstein Trust Layer: Elevate your capabilities with the newly unveiled Einstein Trust Layer, empowering Salesforce Einstein Copilot to craft responses, curate content, offer insightful summaries, suggest products and update information site-wide.
The capabilities of Salesforce Einstein Copilot, combined with the security and safety of the Einstein 1 platform which is bolstered by the trust layer, ensures that PPI stays private and your employees receive accurate suggestions, content, recommendations, responses and more.
What are some emerging capabilities of Salesforce Einstein Copilot?
- Answer questions
- Summarize
- Create new content
- Interpret complex conversations
Salesforce Einstein Copilot for Sales
Copilot can give end-to-end support to your Sales teams, helping them to sell faster. And who doesn’t want that? Copilot for sales helps to build customized close plans per customer and agent as well as generate personalized emails, increasing response rate, and more!
What does Salesforce Einstein Copilot for sales look like in real life? Imagine you're an Account Executive who recently engaged with a lead. Copilot diligently summarizes each conversation, emphasizing customer needs, preferences, and any commitments made during the deal cycle. With Copilot's assistance, comprehensive sales summaries are effortlessly generated, eliminating the need for your manual input. This grants you seamless access to all associated account information and historical data, significantly enhancing your likelihood of closing deals while simultaneously saving valuable time and energy—resources better allocated to nurturing relationships.
Salesforce Einstein Copilot for Service
Einstein Copilot benefits service teams by providing personalized, accurate, and speedy response recommendations agents can take advantage of with just a click of a button. This boosts customer satisfaction while speeding up and streamlining case resolution.
How does Salesforce Copilot for service manifest itself in the daily operations of service teams? Picture this: you're a service agent, addressing inquiries throughout the day, and your latest query involves billing. Copilot is actively aiding you in real-time, efficiently gathering pertinent information. It swiftly retrieves the relevant billing details, including the purchase order and contract terms. Copilot also verifies if there have been changes in pricing or usage charges, presenting additional product-related insights. Simultaneously, it assists you in crafting a new proposal for the customer. Thanks to Copilot, not only have you streamlined your workflow and saved time, but you've also maintained a high level of customer focus, earning a 5-star rating at the conclusion of the interaction!
Ready to take full advantage of this new technology? You can get started today. Our customers are already seeing results like a 20% reduction in Agent Handle time by implementing AI. Learn about our exclusive AI offering and see if you qualify for a free Einstein 1 implementation by contacting us today!
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