Blog
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Microsoft adds Copilot for Sales & Service!
The Copilot for Service application integrates with customer relationship management (CRM) applications, and contact or call center applications — including Salesforce, ServiceNow, and Zendesk — to provide “guidance,” said Microsoft. The program can be trained to retrieve answers from a company’s knowledge base and from the CRM and contact center application repositories.
The results, said Microsoft, are “AI-guided answers and resources personalized for each customer issue and conversation.”
Further customization of functions is made possible by Copilot Studio, a development application also unveiled at Ignite.
The Service application, expected to be available “in early 2024,” is priced at $50 per user per month.
The second application, Copilot for Sales, is an “evolution” of a program unveiled for Dynamics 365 this summer called Sales Copilot. Enhancements to the program include integration with Microsoft Word.
“Sellers can prompt Copilot to create a meeting preparation brief in Microsoft Word, automatically populated with customer information such as an account and opportunity summary, names and titles of meeting participants, open tasks, highlights from recent meetings and email threads, and more,” said Microsoft.
Another integration is with Microsoft Teams, which “can surface action items and tasks, conversation key performance indicators (KPIs), and sales keywords.”
Copilot for Sales has the same pricing and availability as Service.
Both the Service and Sales applications are included with Microsoft 365 Copilot.
In addition to Service and Sales, Microsoft announced additional features for Dynamics 365. For example, in Dynamics 365 Sales is gaining a feature for a salesperson to “use natural language or pre-built prompts to gain a quick understanding of customers, deals, meetings, forecast, and more,” said Microsoft.
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Salesforce Unveils New AI-Powered Sales Innovations to Accelerate Productivity and Growth
Salesforce has introduced new AI innovations to sales teams to narrow the gap. These innovations include:
- Generative AI-powered sales assistant: Copilot for Sales gives sellers an AI assistant to research accounts, update their CRM, and prepare for meetings from anywhere, including their mobile device and browser.
- AI-powered Call Summarization and Exploration: Automatically extracts call details, helping reps create and share meeting summaries with their teams.
- Sales Email: Uses generative AI to create personalized outreach emails for common sales scenarios, such as introductions or follow-up notes, in the seller’s unique tone and style.
- Automated Prospecting: Powered by Data Cloud – which unifies internal Salesforce and external data in real time – Automated Prospecting creates prospect lists based on account segmentation, customer fit, and buyer engagement scores to help sellers engage customers when they’re most likely to purchase. These scores can include metrics such as recent company expansion and levels of relationships with decision makers.
- Process Intelligence: Sales operations teams can easily build data models from internal and external data sources to optimize performance indicators, such as win rate or attrition metrics.
- Sales Cloud Everywhere: Sellers can bring the power of Sales Cloud to Outlook, Gmail, and web browsers to effortlessly manage opportunities, update accounts, and look up CRM data from wherever they’re working. Additionally, it streamlines email communication by auto-generating and sending emails directly from these platforms.
These innovations are powered by unified data that powers trusted AI, and all sales processes are integrated on a single platform. This allows sales organizations to transform how they work and shift their attention from processes to connecting with people, giving them more time to focus on what they do best – selling.
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Unlock Your Superhuman Potential With ChatGPT: 5 Powerful Prompts (By Forbes)
Within every entrepreneur lies a superhuman. That superhuman persona is capable of changing the world, earning billions, making a huge impact and living their best life. But here’s the problem: most people don’t awaken their inner superhuman. They live normal, mundane lives. They copy other people and try to fit in. They argue for their limitations, they act like there’s a ceiling. What if you could remove these barriers to becoming that version of you?
Daniel Linden is co-creator and chief AI officer of chiefaiofficer.com, suitably titled DanThePrompt on Twitter. His company helps companies adopt AI by training and certifying C-suite level, ambitious and curious individuals who will take the role of chief AI officer. Linden is using the transformative power of AI to not only enhance operational efficiency, but innate human potential.
Linden’s been using ChatGPT to prompt his way to success and is sharing these multi-stage prompts so you can unlock your superhuman potential.
Stop playing small: ChatGPT prompts to become superhuman
Superhuman memory: elevate recall and retention
In business, possessing a sharp memory can be a potent advantage, from recalling intricate details during meetings to remembering stakeholder preferences. You want to remember your elevator pitch word for word, the name of the people you met at an event, and pointers to include in every sales call. Use this prompt, created by Linden, to set your memory up for effectiveness and success. Open the conversation and ChatGPT will guide you through the rest.
“Let’s embark on a journey to unlock my superhuman memory. Let’s start by identifying a deeply familiar setting which will form the foundation of my memory palace. Once I’ve described this setting, I’d like you to summarize its significance as a mnemonic anchor. Next, I’ll provide specific items or landmarks associated with this place, which will become our memory anchors. After this, we’ll delve into the emotions or feelings I associate with each anchor, enhancing our mnemonic associations. Then, guide me to create a journey or sequence through my setting ensuring I encounter each anchor, crafting the navigational blueprint of my memory palace. We’ll also discuss any actions or interactions related to these anchors to further boost my memory retention. Finally, provide a summary reflection on the design of my memory palace, offering strategies for its use and potential evolution.”
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ChatGPT vs. Google Bard: Which gives the better answers?
The rise of generative AI models in the Big Tech industry has been swift and undeniable. The surge in interest was catalyzed mainly by OpenAI’s introduction of ChatGPT-3 on November 30, 2022. A generative AI language model that is incredibly good at predicting which words should follow one another when you feed it with prompts. Not to be left behind, Google had been developing a similar technology known as LaMDA. However, after OpenAI’s ChatGPT took the world by storm, the company was forced to release an early version of its AI model.
That’s how we got Bard, Google’s first publicly available chat-based generative model. Considering the competition, a key question comes up. Can Google Bard keep up with OpenAI? To find out, we compared ChatGPT-3.5, ChatGPT-4, and Bard to see how they performed in different tasks.
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5 ChatGPT Prompts To Be More Present And Less Stressed In Your Business (By Forbes)
Do you find yourself distracted by notifications when you’re on Zoom calls with clients? Do you find your eyes glazing over when you’re talking to colleagues? When was the last time you switched airplane mode on? Entrepreneurship involves juggling multiple tasks and running a team, all while thinking about the future and your place within it. Assessing past mistakes is required, as is planning ahead, but both can take you out of the present moment. And that’s where the magic happens.
Being more present in your business is a sterling goal. You’ll miss less, you’ll understand more, and you’ll have a better time. Use these five ChatGPT prompts to become more present in your business activities, whatever they may be. Copy, paste, and edit these prompts in the same window for personalized guidance with complete context.
Be more present in your business with these ChatGPT prompts
Recognize your distractions
The first step is self-awareness. What distracts you? Which apps do you open without thinking, what are you typing into Google when your to-do list isn’t done, and what is leading you out of the present and somewhere else entirely? Once you know what they are, figure out what it means. In the puzzle of motivation, your higher desires will always win out. Find out what your actions are telling you about what you really want.
“Reflecting on my daily activities, I realize there are certain habits or distractions that pull me away from my core tasks. Can you guide me through a self-assessment to identify these distractions, such as [mention specific apps or behaviors you suspect], and help me understand what these actions might be revealing about my deeper desires or motivations?”
Prioritize mindful communication
If you’re not paying attention when someone is talking, you’re missing so much information. It’s not just what they say, it’s how they say it. Their tone, their body language, their facial expression. Plus, what are they not saying? For effective collaboration and leadership, mindful communication is essential. Being present during conversations can make a world of difference. Get ChatGPT’s help in doing it right.
“In my business interactions, especially during [describe the type of conversations you typically have in your working week], I recognize the importance of being fully present. Can you give me techniques that will help me focus on not just the words spoken, but also on cues like tone, body language, and the unspoken messages? After that, give some reflective questions for me to work out how I can enhance my mindful communication to foster better collaboration and leadership in these specific scenarios.”
Practice being in the here and now
Sometimes, we miss what’s happening right in front of us because we’re either dwelling on the past or fretting about the future. The past has no place in your present. You lived it, you learned from it, and now it’s time to move on. The future is alluring but spending too much time there is a trap. Focusing on putting one foot in front of the other will take you closer to your goals than spending every minute daydreaming. Practice letting go of the past and using visualisation as a tool, not something that replaces over taking action.
“In my business journey, I often find myself either ruminating on past events or getting lost in future possibilities, especially during [describe specific situations or types of tasks that trigger these feelings]. Can you give me a powerful pep talk, in the style of [your favourite motivational speaker or character from a film or book] to help anchor me in the present moment and assist in letting go of past concerns? Within this pep talk, the speaker should use visualization as a tool to help me stay present and not get stuck in the past or future.”
Incorporate mindfulness techniques
It’s easy to jump out of bed and straight to your laptop, then disappear into a flurry of emails and meetings until you collapse back in, exhausted. But mindlessly grinding away without thinking about what you’re doing benefits no one at all. Incorporating tried-and-tested mindfulness techniques can help you become more present for your health, success and happiness. Here’s the prompt for ChatGPT.
“Given the hectic nature of my business days, where I often find myself [describe a typical busy routine or specific tasks that consume your day], I’m looking for ways to be more grounded and intentional. Can you introduce me to some effective mindfulness techniques tailored to my described routine that I can incorporate to enhance focus, well-being, and overall productivity?”
Check in with yourself
Periodic check-ins can help you maintain a consistent level of presence in your business operations. Incorporate the science behind forming habits, and tie your check-ins to things you already do. When you’re waiting for the coffee machine, ask “How am I feeling?” When you’re brushing your teeth, take note of your disposition. Get ChatGPT’s help finding these moments for checking in with yourself and suggesting what you should ask.
“In the midst of my daily routines, I want to establish regular moments for self-reflection. Considering the activities I already do, like [describe some daily habits or routines such as waiting for a meeting to start or taking a lunch break], can you suggest specific checkpoints where I can check in with myself? Additionally, what introspective questions should I pose during these moments to ensure I remain present and aligned with my business goals?”
