Salesboom Copilot: Revolutionizing Sales and CRM with AI-Driven Automation for Business Growth
Salesboom Copilot: Assisting Sales Teams for a Successful Journey
Chatbot Integration in CRM: Revolutionizing Customer Management
Salesboom's Platform- Independent Copilot Solutions: Customized for Your Business
Multi modal Capabilities: AI Copilots with Advanced Data Processing
Human-Driven AI: People-Powered Copilot Solutions by Salesboom
Pre-Integrated CRM Solutions: The Salesboom Advantage
Salesboom’s Unique Approach to Custom AI Copilot Development
AI Copilots and Autonomous Agents: Creating Smarter Software Solutions
Real-Time Data Integration: AI Copilots for Efficient Decision-Making
Salesboom’s Copilot Solutions for Business Success
AI Agents: Autonomous Software Solutions Working Behind the Scenes
Salesboom Copilot: The AI Assistant for Continuity and Business Growth
How Can Salesboom's Commitment to Customer Success Benefit Your Organization?
Challenges SMEs Face in Implementing Enterprise Software
Salesboom’s Built-to-Suit Software Model: A Puzzle Solved for SMEs
Why Choose Salesboom copilot solutions?
The Importance of Asking the Right Questions in AI and CRM Rollouts
Reducing Churn: Salesboom’s Long-Term Focus on CRM Success
On a plane helps the pilot to navigate a successful journey. Copilots assist the lead pilot on a plane, to be there to confirm the pilot's plan, help read the dashboards of information, and to have them check up on things, confirm your assessment of the situation, and replace you, when you are unable to perform your duties, to keep the plane in the air and all passengers safe. Copilots work with the other members of the staff, that work together, as a team to bring their customers on a successful journey from one place to the next.
Copilots play a vital role in the aviation industry, assisting the lead pilot in navigating a safe and successful flight. Much like in the skies.
##assist
In sales, Copilots are assigned to salespeople, to augment the worker, and automate workflow. Copilots help customers navigate a successful buying journey with the salesperson, the company, partners, employees, and all constituents in the journey. Copilots are integrated with CRM and all integrated databases, to behave as experts, and to provide users with real-time, up-to-date data and solutions. They can help with many tasks from email generation, lead generation, sales scripts, writing content, advising on best next steps, reading dashboards, reports, and KPIs, doing research and writing, managing each customer individually, and delivering personalized experiences that enhance the buying journey.
Copilots are AI assistants, that are connected with all the customer data, from all connected departments in the organization, to manage customers holistically through the entire journey from Marketing, through Sales, Quoting, Contracts, Billing & Invoicing, Support, Project Management, etc. By connecting workers with the intelligence of the Enterprise, Copilots make Salespeople successful, without having to hire and manage an entire team of workers.
##crm
The main user interface to a Copilot is the Chatbot user interface, but Copilots are also embedded within the CRM, and trained to help with specific tasks in managing customers in the CRM. Chatbots like ChatGPT are like Copilots, in that they can answer questions and perform a variety of tasks in a Chatbot user interface, but lack the integration with data, the saving of information, the building and maintaining automated workflows, etc that are built into and actively maintained and updated as the base offering of a Copilot.
##platform
Copilots can work with many AI vendors, or LLMs, from large for-profit, closed-source public offerings such as OpenAI's ChatGPT, Google Gemini, Claude, etc., or Grok, Meta's LLM, and other open-source LLMs. Salesboom is platform-agnostic in our solutions and always looks to build solutions by writing the solution natively or building and maintaining integrations with various APIs. It is a key component of our built-to-suit model of software delivery, which we pioneered in 2003. By building and maintaining our solutions, with the last mile custom-built for each customer, by choosing the best solutions to integrate with for each customer implementation, and then by providing the people trained on those systems to continuously maintain and innovate, for over 20 years is the key to our unique ability to provide best-of-breed customized Copilot solutions for our customers. It is in part because of our understanding that providing the best solutions to customers means choosing to build vs. integrate wisely and choosing to build and maintain them customer by customer. That is Salesboom's differentiator.
##multi
Copilots can see and hear. They can read pictures, watch videos, listen to audio, look through a webcam, just like a person would, and collaborate with end users in real time, along with any documents, files, reports, dashboards, etc. that are linked to it.
Copilots are multi-modal, meaning they can read graphs and charts, documents, spreadsheets, images, videos, recorded audio, live video, and process it all in real-time, to answer your most valued questions, and to deliver real-time context to the task at hand.
Copilots have memory, to remember each user's unique wants, needs, and fears so that they operate in a set of boundaries imposed on them and updated in real-time by end users. Copilot memory can be filled with documents, images, videos, and audio, and integrated with all databases, apps, and other AI systems, to work as one unit, as a unified and integrated system, to manage and automate workflows.
##drive
Copilots are human-driven by business users but are also People-Powered by trained Salesboom AI experts (people) and a trained IT staff, that run autonomous AI Agents to deliver customized solutions for each customer. You get a team of people, dedicated to continually working to make your Copilot the best and safest Copilot for each human end user.
Copilots are bundled with Prompt Management solutions provided by software and people to continually refine prompts to maintain usability, quality, and safety as a team with our clients. Part people, part process, part technology, but continually monitored, maintained, and updated, as required to approach reliable AI solutions.
Copilots are embedded within the CRM, Outlook, Mobile, and all your favorite apps, as well as operate as stand-alone solutions.
##pre
The truth of the matter is that AI left alone to individual end users is not enough. IT building point solutions are not enough. What is needed is a pre-integrated system, that is custom-built, and maintained by a dedicated team, that maintains continuity throughout the lifetime of the application.
That has been Salesboom's key offering and key differentiator, since 2003. Customers come to us to build solutions that they couldn't get anywhere else because they couldn't do it themselves, and because no other CRM vendor was willing or able to offer a solution that included a commitment to the success of the customer to that degree.
Salesboom pioneered this ideal over 20 years ago for Cloud CRM, and now we are using the same methodologies for hands-on implementation of generative AI solutions such as Copilots and autonomous AI.
##unique
By providing so many iterations of solutions across different industries, and by updating our software quarterly since 2003, it has become part of our DNA to not ask what is next, but to collect lists of things that are needed next by our customers, and then go ahead and building them for them. Some solutions take years of testing before they can be released in the main solutions for all our clients, so we pioneered the first-ever Isolated Tenancy model, which is a Multi-tenant solution, with an additional customization layer to allow for adding custom features and integrations into each customer account, without requiring compiling code, so this meant we could deliver new solutions to each customer, in a no-code environment, as a container for each customer, within the overall multi-tenant solution that maintains many customers.
##ai
Isolated Tenancy was also ported to allow dedicated appliance servers installed and maintained with the multi-tenant solution, but on servers dedicated to the customer, with the added benefit of being able to host the appliance server in the customer's data center, instead of Salesboom data centers.
This Isolated tenancy software and hardware model, combined with the built-to-suit model of software delivery, and the bundled professional services for setup, training, maintenance, support, and ongoing upgrades, and by building new integrations, custom features, and custom apps for each customer, is all now being implemented in our custom AI solutions such as the Copilots, and autonomous AI Agents.
People, Processes, and technology, plus continuous monitoring and improvement are what is required for successful Business AI solutions. Isolating AI to work within user-defined sandboxes and locking down the AI from spreading beyond boundaries is ever-important in keeping these solutions useful and safe over the long term, just like Cloud CRM solutions.
It is the journey that needs managing, with software and people solutions, to get to the right location, on time, and safely - just like a Copilot on an airplane.
##real
Workers may have many Copilots, to build a team of Copilots that each has their strengths, and complement each other, They work in a team, along with all members of the Sales team and teams from other departments, altogether making decisions with real-time data, questions and answers, and task enablement, knowledge gathering, and sharing, creating new software solutions through building new features, integrations, and apps.
Copilots interact with people, and do their bidding, but are also people-powered, through our People-as-a-Service program. Trained AI, software, and business experts work with salespeople and Copilots, to manage the processes, maintain the system, and iterate often to reduce bugs that may creep in due to AI's hallucinations, and to build new processes and software solutions, iteratively, to train the AI on how the processes should work. The only constant is change, and so as processes change quickly, it is important to have experts monitoring and working with the AI simultaneously with knowledgeable like sales and support people, to keep the wheels turning, and to constantly iterate and make sure the AI is behaving properly during this change.
##solution
The pace of change with AI is like nothing business or IT have ever seen. This cannot be understated and should not be underestimated when working with Copilots, Chatbots, or any Generative AI solutions.
One of the many challenges is getting the AI to behave properly. It is with careful programming, continuously picking up on errors and training the AI, or changing the software, to recognize when AI is introducing error, or behaving incorrectly, and then building the solutions to minimize that risk going forward.
The strange thing about Generative AI is that it is not completely in the control of the software developer, nor the business user - it has a mind of its own it seems at times. This is not to say it can think, or reason for you (yet), as we still have to build that logic in as software, but it is that with if-then statements, and 'traditional' software programming (before Generative AI) developers had complete control over how the software reacts, as long as they coded it properly, tested it properly, fixed the bugs, etc. Software development and the outcomes were more predictable.
Now AI is not as predictable. You can build it and it works for months, then one day it seems to change its mind and do something different. It requires people to recognize when the AI goes off the rails, step in to mitigate, and try and remedy the situation. This is why Salesboom Copilots are people-powered - they come with people to help business users get the most out of their Copilots.
##agent
Copilots interact with people and are integrated with your databases and apps, but they also interact with autonomous AI agents that are working in the background, creating software solutions 24/7/365 to aid in the requests of the Copilots, business users, and Salesboom staff maintaining the Copilots as well as training and supporting business users.
Where Copilots are software written by IT for business users, AI agents are written by IT for IT. AI agents write and compile software code, to build out solutions to problems. AI agents work in the background to behave as if they were workers on your team.
You can build out entire teams of agents that work together as a swarm, to attack problems and solve them with swarm technology. AI agents do not interact directly with business users, they interact with other software agents and software developers to write and compile software code to automate software development. Copilots interact with business users and agents to bring forth solutions never before possible.
##business
To the business user, Copilots are the main vehicle for interacting with AI, by acting as an assistant that is connected to a team of specialists at Salesboom, to enhance the solutions day by day, and empower innovation with useful, and risk-averse AI solutions.
AI virtual assistants are one example of a Copilot, trained to be a virtual assistant. Each Copilot can be trained to perform different tasks, rounding out the abilities of each worker, by working on solutions in parallel, and independently of the worker.
They compliment the workers and augment their abilities, by performing those tasks that are relatively easy to perform, but simply take up too much time, so they never get done.
Hiring and training people often can't augment a worker as efficiently, as people come and go, and most SMEs and SMBs don't have the budget or resources to effectively hire, train, manage, and retain workers long enough to form a real coherence of the team.
Copilots provide continuity, stay with you, and grow with you, to become more useful over time, by compiling learning, experience, and knowledge that stays with the workers and the organization.
Copilots don't move on to another position, retire, get sick, or take vacations. Copilots are the missing continuity piece that is holding most organizations back from their true growth potential.
##how
Copilots can be used in teams, or alone. Some users benefit from having a Marketing Copilot that is separate from a Sales Copilot. Others benefit by integrating marketing, Sales, Support, and other specialties under one Copilot. Other organizations might want a separate Copilot for Lead Generation and yet others for Lead Qualification, another for Sales Opportunity management, and so on.
The point is that each organization and each user has separate needs and we can tailor solutions to meet the needs of the organization, as well as the needs of each user. We have been building and maintaining Cloud CRM solutions that benefit the organization, as well as the end-user, as a service, while most other Cloud CRM vendors sell to organizations, and then hand off the success of individual users to their partner network, and leave the customer to sort it out. It was 'not their problem'.
Salesboom made it our problem - the individual success of each user is by definition the success of the organization. We made it a differentiator in our Cloud CRM offerings, and now it is our key differentiator in our AI offerings - the ability to identify and solve key challenges for each salesperson, with software, and training combined.
Since change is so rapid and the advancements so great, end users have a hard time learning and remembering how all these different apps work, especially as they change so often, and they have to manage the integration of data manually.
It gets overwhelming, even though they have the right stack of software solutions to get the job done, the solutions are not integrated and managed by a third party - they are managed by the end users, and this results in failure.
Salesboom steps in, to build and maintain our solutions, and that is a level of commitment to the customer not displayed by large Enterprise Cloud CRM vendors. It stems from our focus on delivering solutions for the SMBs and SMEs of the world, who need the same Enterprise solutions as the large enterprises enjoy.
Salesboom delivers Enterprise Software solutions and people to power the growth of small and mid-sized companies, as if they were large enterprises, by providing IT and business consulting professional services as part of the solution.
You can't separate them and find success in CRM. You might be able to implement ERP, but CRM will fail because it is a relationship management business, and the relationships change so frequently due to market changes, pricing changes, economy changes, IT changes, competition, it goes on and on. The only constant is change, and Salesboom provides the team dedicated to your organization, to harness IT change, and make it your competitive differentiator just like Salesboom does.
At Salesboom, we build our Copilots specifically to the needs of each customer, and as well as each worker (business user). We are unique in that most CRM companies sell to organizations, and we sell to each user. We do this by bundling the professional services with the CRM services, to set up and train each individual, as a team, and across many different departments as an organization.
We focus on the individual success of each user and provide tailored solutions for each. Our built-to-suit model of software delivery means we create new software solutions, integrations, and apps for each client.
We set up and train our customers in-house. We consult with them throughout the rollout of the software, the training, and the ongoing maintenance, upgrades, and innovations, as a service. This is unique in Cloud CRM, and ERP, and Salesboom pioneered this method and has the experience since 2003 of implementing software plus people solutions.
Salesboom Copilot solutions are purpose-built, and customized to the wants, needs, and fears of each user, and client. All professional services are included in the planning, building, maintenance, upgrades, and continuous innovations. We have built to suit and train our customers in-house, since 2003.
Salesboom writes all our code and builds our integrations and apps. Salesboom doesn't grow through acquisition like the huge Enterprise Software vendors. Salesboom has never purchased a company to gain technology, rather we always have listened to our customers to develop solutions to their needs and to provide the people to maintain the systems going forward, for long-term success. We call it building customers for life.
We did this out of necessity and as a differentiator. As an SME ourselves, we felt the best way to serve our market was to be our market, to live and grow organically as many of our customers do. All of our customers are David fighting their own Goliaths and needed a vendor that walked the walk and talked the talk - the walk of the SME.
##challenge
Salesboom does Enterprise CRM but for the small to mid-sized Enterprises. Our competitors to Enterprise CRM for the largest Enterprises on earth. This is why Enterprise Software has so many failures - because SMEs don't have the resources - money, people, and IT resources to successfully set up, customize integrate, and maintain Enterprise Software solutions. Buying and implementing Enterprise CRM today is akin to buying a car, and having it arrive in pieces that you have to put together before you can turn the key and drive it. Most people can't put a car together in pieces, and most people can't put their CRM together in pieces either. It is a puzzle most cannot solve.
Salesboom provides a unique solution that works. Our software is not just CRM, but CRM plus SFA, plus ERP, plus Mobile app, Microsoft Outlook plugin, AI Copilots, Autonomous AI Agents, People-as-a-Service, Fast Track setup and training program, and the built-to-suit model of software delivery.
The system spans all departments in the organization and is integrated with all best-of-breed apps, databases, and internal software. This type of Enterprise solution is only found with large Enterprise CRM vendors, and clients are forced to source their professional services, manage them to get the CRM up and running, and then maintain and continually upgrade to keep pace with the competition, all while having to manage their day to day business, customers and people. This, in reality, is way too difficult for most SMEs to pull off, but are sold a package of goods that are billed to be as easy to use as Email. This is not the case.
##built
Implementing a CRM means revamping the Sales team, maybe the Marketing, Support, and back-office. It means bringing in business consultants, and IT consultants, choosing software vendors, setting them up, and integrating and maintaining software solutions over time. This kind of solution the large Enterprises have had for years - because they have the resources to build and maintain them.
It is their competitive advantage, that got them to become the largest Enterprises, and what keeps them there - custom-built and integrated and maintained Enterprise Software. Salesboom provides better solutions because ours are pre-integrated out of the box, home-grown and maintained, custom-built to suit the needs of each customer and each user. After all, we bundle the people with the software, to provide solutions. People, processes then technology is what wins in Enterprise software.
##why
· Salesboom helps customers grow, by focusing on continuously improving four main areas:
o Revenue Growth
o Margin Improvement
o Building high-value customer, partner, and employee relationships
o Improving efficiencies by automating workflow
· Salesboom helps our clients by providing software solutions for CRM, SFA, ERP, AI, and Mobile and bundling the professional services with software solutions, to provide the expertise and continuity required for successful and sustainable growth.
· Salesboom is unique in its offerings and has different go-to-market strategies and solutions than any other Cloud CRM vendor, inventing many firsts and being uniquely positioned to aid SMEs and SMBs.
##ask
Implementing successful AI software implementations parallel the success of Cloud CRM implementations, in that it is paramount to identify the right questions to be asked, and then go about answering them by automating workflow rules, and managing user expectations over time. That is to say, if you are asking the wrong questions, you will get an unsuccessful CRM rollout or AI solution rollout. However, if you ask the right questions, continually ask the right follow-up questions, and track the results, that is how you iteratively work towards a successful solution over time.
Salesboom has been focused on asking the right questions and then answering them with solutions, since 2003. It is the ability to do this at the individual customer level, and the individual user level that has allowed us to learn what works and what doesn't, not only in the building of solutions but in the end-user adoption of those solutions.
##churn
Because the success of any CRM or AI implementation is measured by the number of years the system stays in use, the system must be built to innovate easily, be easily monitored and updated, and come packaged with experienced humans who have years of managing these systems.
There is so much you can do, it is really important to focus on what you can do, and what you would like to do, and what fears are holding you back from implementing change. Usually, the solution is not apparent upfront, but you have to build and try out a few different solutions until you get it right.
This can take time to get up and running. Then there is the ongoing change requests by users, as they have new technology, and use it, they are always hungry for more. This means you have to manage the wants/needs/fears over time as well and implement and train accordingly.
Most times, the technology is not the limiter, but the ability for human end-users to be trained and fully adopt the system. So it is very important to plan the rollout in the short, medium, and long term, and continually ask the right questions to identify the wants/needs/fears of each user, as well as the organization so that you can provide solutions that not only solve the technical challenge, but solutions that are also implemented because they are adopted by end users.
The way to get end users to adopt your system is to augment their daily work, to allow them to be the best at what they can do. This is a people challenge every bit as much as a software challenge, so the solution requires people, processes, plus technology to work together with change management over time.
This is the measure of success of any Cloud CRM or AI business - the reduction of Churn. This experience with Cloud CRM implementations is carried forward into our understanding of what the next generation of AI-powered CRM solutions should look like. Salesboom has the right perspective, and the real-live iterations, and built the people and processes that drive user adoption. This is directly relevant to building AI solutions that are adopted by users and that leave end users wanting to use the system for the long haul. The solution must be maintained over time, it is not a one-and-done type of software like an ERP system, for example.
##end
Copilots are solutions that focus on augmenting individual end users (people). Cloud CRM systems, are usually sold and built out at the organization level. Salesboom differentiated our solutions from other Enterprise CRM vendors, by providing Cloud CRM solutions tailored to the individual, since 2003. Now we bring that experience of providing solutions at the individual user level, to create amazing Copilots that are too, designed to augment users at the individual level. This cannot be overstated - most Enterprise CRM vendors are solely focused on the Enterprise, whereas Salesboom chooses to empower each worker to be the best they can be, which in turn keeps them working longer, and creates better teams, that produce optimal results for the Enterprise, while also maintaining the wants, needs and fears of the Enterprise, so they work together, in harmony. It is this bottom-up plus the top-down approach Salesboom has honed since 2003, that now bears fruit in developing the next generation of generative AI solutions like Copilots.
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