Getting in a new window can seem intimidating at first, but it doesn’t have to be. Start with the basics. Invite your whole organization together for a brainstorming session where the group identifies their most time-consuming tasks. From there, break up into teams, and have each team research the best AI tools to improve efficiencies for those processes. Come back together to share the results and create an action plan.
Here’s one example of how AI can help: Einstein Conversation america phone number list Insights from Salesforce automatically records and transcribes sales calls (including video) that you can use to share coachable moments with your reps later on. Einstein can flag key moments so that you don’t have to spend time listening to entire calls. You can then coach your reps to replicate what works and address what doesn’t.
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