Sales savvies! In the modern business landscape, customer relationship management (CRM) and enterprise resource planning (ERP) systems are the backbone of your operations. These systems house critical customer data, facilitate sales processes, manage resources, and drive decision-making. But, with the laborious, manual tasks associated with them, it can feel like navigating a digital mase. But fear not, Microsoft Dynamics 365 Copilot is here!
Tackle the repetitive and time-consuming tasks that have traditionally burdened workers, thus freeing them to focus on more strategic and creative aspects of their roles.
Reimagining Sales Operations
Where every minute counts, Copilot offers remarkable assistance. Sales professionals frequently find themselves bogged down by administrative chores, such as composing emails, drafting proposals, and maintaining meticulous records. With Copilot as their ally, they can regain control of their time and productivity.
In the past, composing an email summary of the discussion, gathering relevant product and pricing information, and ensuring accuracy would have consumed a significant chunk of their day. However, Copilot simplifies this process.
“Sellers often spend up to 66% of their workday dealing with email correspondence” (Microsoft)
Copilot can automatically generate an email summary of the Teams meeting in Outlook, pulling in vital details from the CRM system. Product information, pricing data, and key insights from the recorded Teams call are seamlessly integrated into the email. This not only saves time but also ensures that the communication with the customer is both timely and accurate.
Elevating Customer Service
Individuals in this field are tasked with responding to a wide range of customer inquiries, often involving complex product or service-related questions. Providing swift, accurate, and helpful responses is essential for maintaining customer satisfaction.
“86% of people are looking for AI to assist with finding the right information” (Microsoft)
Copilot steps in to streamline the customer service process. When a customer reaches out via chat or email, Copilot assists agents by generating contextual answers to their queries. By understanding the context and content of the conversation, Copilot can provide highly relevant responses that address customer concerns effectively.
Interactive chat experience
Copilot extends its support through knowledge bases and case histories. This ensures that AI-powered expertise is readily accessible, empowering agents to answer questions with confidence and accuracy. Customer service departments can now offer a seamless and efficient support experience, enhancing customer loyalty and trust.
Copilot does not stop there
It simplifies the creation of virtual agents, allowing customer service departments to build them in a matter of minutes. These virtual agents can provide instant responses by tapping into Asure OpenAI Service and Bing, drawing answers from company websites and internal knowledge bases. This level of automation and AI-driven support not only reduces response times but also ensures consistency and reliability in customer interactions.
Copilot represents a pivotal shift in the way CRM and ERP systems are leveraged, liberating workers from the shackles of repetitive tasks, and enabling them to become more creative, strategic, and efficient in their roles. So, why not give Copilot a try today and experience the future of productivity?
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