AI Assistants: Getting business insights in seconds
Meet 5 Business uses of an AI copilot and learn how AI assistants can save our time 2+ hours daily.
Writing emails, researching, or reviewing a customer's history can take us hours and hours of work. Today, we have powerful instruments that help us in our daily assignments and save much of our time.
With the power of AI, we have to know only what we need and a couple of minutes to display all the information we’re asking for. In other words, AI tools are truly timesavers, that can improve not only our efficiency but our team motivation. Learn more about AI integrated in CRM systems at our 11th Annual Salesforce Conference on April 16. Save your spot!
Over the past year, lots of companies started using different AI instruments, but none of them has half of the possibilities that Salesforce AI copilot can provide. You won’t find this assistant on the Internet. It appears as a conversational AI interface, which is integrated with your everyday workflow, whether it’s your system - customer relationship management (CRM), email marketing, or other. Salesforce will break down the most common ways to use AI assistants at work, as well as look at how companies are planning ahead with this technology in mind.
Salesforce copilot is a tool that not only increases productivity but also helps you be much more accurate in your surveys. It is your reliable partner that provides fast and accurate information in real-time, or in other words - it is your best companion at work. But what is the best part of this technological revolution? All you have to do is type in what you want the copilot to do for you and, voila, your assistant has prepared everything you wanted for you! This tool is already active in processes such as sales, service, marketing, retail, and many other industries and roles.
A report by the Oliver Wyman Forum shows that 55% of working people worldwide use generative AI at least once a week, but the expected productivity gains are lacking. However, the game changes when generative AI is integrated into everyday work processes. What the report predicts is that by 2030, team productivity will increase manifold, with productivity predicted to reach 300 billion man-hours saved.
But how do these powerful AI tools actually work? Like our already well-known artificial intelligence platforms, copilots use large language models (LLMs) to analyze huge data sets in seconds. But that's not all - all retrieved results are executed on your behalf. Given their significant capabilities, trends for the future of copilots are moving towards transforming all business functions. And many companies are already part of the future by already training their AI copilots.
Wondering how you could use copilot in your work? You will find the answer to this question in the following paragraphs!
The AI assistant for salespeople
Statistically, sales teams spend about 20 minutes preparing a personalized email to send to their customer. And how long would it take the team to prepare emails if they had to write to 50 customers? So much. Here's one reason to trust Salesforce AI copilot.
Here are a few more:
Consider what the picture would look like if your marketing and sales teams had an AI assistant integrated into your CRM system. In addition to the personalized emails that the assistant can prepare, he can select the kind of information about the audience that he would identify with best. These aren't just standard and generic messages - the generative AI tool can also use historical information, such as interaction, or automatically segment your audience, bringing significantly higher levels of personalized messaging to recipients to dramatically increase customer engagement.
If prioritization is sometimes a real challenge for your sales teams, copilot is the right weapon for you! Wondering who today's top 5 sales leads are while drinking your morning coffee? No problem! The generative AI assistant can not only introduce them to you, but also give you detailed information about why it chose them.
Your work buddy can also guide you in communicating with potential clients - it can create summaries of conversations, focus on their pains and needs, monitor their preferences, analyze available information from past periods and best of all - manage all your commitments.
Confused about how to move a deal forward? Your AI assistant will do it for you! It can analyze contacts, emails, conversations and meetings and recommend appropriate next steps. Can suggest an optimal time for next meeting based on available information. Copilot can also prepare the entire process in the form of a to-do list, prepare an email to the client, and much more.
For all of the above, your information doesn't even need to be collected in one place. The assistant can process information from various sources, which gives it the opportunity to reveal its potential even better, without creating discomfort for companies to fully centralize information before starting its use.
The AI assistant for service teams
Chatbots aren't something we're new to. What's new is that with copilot you reinforce the agent's ability to solve problems. AI-powered assistants can gather real-time information needed by agents, helping them to quickly resolve reported cases.
In the not-so-distant past, getting agents to access all the information they needed required access to multiple systems, costing both agents and customers a lot of time, leading to frustration on both sides.
The AI assistant for self-service customers
Customers prefer to find answers to their questions on their own. A Salesforce study shows that 57% of customers prefer to communicate with companies through their digital channels.
And how would the assistant improve these interactions? Instead of the classical provision of useful links, AI copilot can provide personalized information for the customer, taken from the so-called Knowledge base. In this way, the systems enable a higher value of communication, getting as close as possible to a human conversation.
The assistant can provide various information to customers - from delivery information to services that previously required the assistance of a company employee.
The AI assistant for retailers
Product recommendation mechanisms have been well-known for many years. Their main drawback is that they lack both the customization and detail that customers expect. At this point, the AI copilot is an absolute game-changer.
It is enough for the customer to search the website for what they are looking for in natural language. The assistant's knowledge of recognizing these kinds of commands allows it to return the best results within seconds.
The AI copilot will have the role of a digital consultant, navigating the customer to the most suitable product for him. And in case there is information available about the customer, the assistant will know what their intentions and preferences are and will be able to provide the most relevant suggestions to the customer.
AI copilot's capabilities don't end here - it can automate complex tasks such as data management, and personalization of product promotions, and can create descriptions in multiple languages based on historical data and performance results. It is enough to write to him in natural language what we require from him.
The AI assistant for marketers
Marketing teams spend much of their time researching current trends, customer preferences, and brand positioning. Content creation is also an essential part of marketers' workflow to create even better-personalized messages to their audiences.
Consider how much the effectiveness of Marketing teams would increase if they could rely on an AI assistant that could:
- Analyzes historical data to create audience segmentation;
- Create a personalized marketing message for each customer segment;
- Track customer engagement with the brand at each step of the consumer funnel and make suggestions for follow-up communication;
- Provides insight into customer preferences based on existing data, such as relevant articles and communication channels, allowing teams to better personalize all information that will reach the audience;
- Offer customer-preferred interests.
AI assistants - the key to high work efficiency
Artificial intelligence is already actively helping to automate the repetitive tasks of teams from different departments of companies. Its ability to quickly process large volumes of data in real-time contributes to increasing the efficiency and accuracy of our daily work and enables us to be at the top of the wave of work productivity. Its mission is not to replace professionals, but on the contrary - it is here to give a new definition of effective work process, eliminating monotonous and even demotivating work tasks.
If you are ready to be part of the exciting future and empower the efficiency of your teams to completely new levels, do not hesitate to contact us and together we will ensure your success! As a trusted partner and reseller of Salesforce CRM, Next Consult is your right partner for digital transformation.
To hear more about what AI Assistants offer - come to our upcoming 11th Annual Salesforce Conference this April!
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