Elevate Your CRM Efficiency with an intelligent AI assistant
by Your Side
Leverage AI to revolutionize CRM functions by enhancing marketing efforts and automation, sales cycle, customer interactions, data management, task automation, and within Salesforce.
Why choose CRM AI Co-pilot?
What is it about?
Leverage AI to revolutionize CRM functions by enhancing marketing efforts and automation, sales cycle, customer interactions, data management, task automation, and within Salesforce.
Our AI-driven assistant integrates any Large Language Model (LLM) capabilities with Salesforce CRM, tapping into both internal and external data sources, to boost operational efficiency.
With CRM AI Co-Pilot, experience customized, precise, and instantly actionable insights, taking your CRM to new heights with the advanced benefits of AI.
CREATIVE APPROACH
Empowering your CRM like never before
Discover how Salesforce coupled with AI can elevate the user experience to the next level
Why choose CRM AI Co-pilot?
The Multitude of Benefits
Tap into the advantages and efficiency enhancements provided by your reliable co-pilot for your Salesforce CRM.
The CRM AI Co-pilot streamlines prompt creation and storage in the template library through its intuitive user interface, while also automating dynamic prompt generation based on CRM data.
Effortlessly access and retrieve data, whether it’s sourced externally or within the internal Salesforce database. Seamlessly integrate with various data sources and couple them with AI to ensure a smooth and streamlined process of gaining efficient data insights.
Rely on the trust model of the CRM AI for your responses, which undergoes multiple layers of scrutiny from prompt generation to data masking to audit trails. Deliver responses with a secure boundary by hosted models within Salesforce, such as Einstein GPT.
CRM AI Co-pilot offers a flexible and efficient way to connect any AI platform with Salesforce CRM, enabling a broad spectrum of use cases.
Unlocking business value with your own co-pilot
Unleash the enhanced business potential with the CRM AI Co-pilot
Enhanced productivity
Create and customize your prompts while on the go, linking them to data sources and simulating results.
Salesforce native
The CRM AI co-pilot is constructed upon the resilient Salesforce infrastructure, ensuring that your data remains as secure as in a fortified vault.
Seamless external integration
Create and customize your prompts while on the go, linking them to data sources and simulating results.