How Sales Copilot Works & How To Set It Up
Sales Copilot is an AI-powered tool that helps close sales deals efficiently by providing insights and content within CRM systems like Salesforce and Dynamics 365. It integrates with Microsoft 365, Teams, and Outlook, and offers additional capabilities within Dynamics 365 Sales. The video explains how Sales Copilot works with your data, ensures data security, and demonstrates the retrieval augmented generation feature. It also provides step-by-step instructions on how to set it up and bring in external data from non-CRM apps. For more information, visit the provided links.
Video 18m
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