IFS.ai Copilot for Sales Representatives assists users in managing customer relationships and streamlining CRM tasks. It offers several predefined functions to help with common user queries and tasks, described below.
IFS.ai Copilot for Sales Representatives is automatically activated when you open the IFS Cloud Copilot on the following pages:
The CRM-related pages include predefined prompts to guide users in creating relevant queries. These prompts are not part of the IFS.ai Copilot but are integrated with the above CRM pages. They provide insight into the available queries and use cases that the Copilot can assist with.
IFS.ai Copilot for Sales Representatives supports the following queries and use cases:
This query provides a list of the top customers/accounts with the highest annual revenue. By default, the query will list the top five.
Returns the details of the customers that the user has not contacted for an extended period. The results will be grouped by the last contacted date and activity type.
Returns a list of business opportunities that includes pending actions before moving forward with the sales process.
Returns a list of business opportunities in the last stages of the sales process that can be closed.
This query returns the contact details of a specified customer.
Returns the leads that have not been contacted yet along with names and relevant information.
Provides a list of upcoming calls and meetings.
Returns a list of business opportunities based on estimated opportunity value and probability. This list highlights the top five opportunities with the highest combined weight of these two criteria for the user-specified time period—this month, quarter, or year.
Retrieves competitor names along with the frequency of opportunities lost to those competitors, specifically targeting the same opportunity type and market as the specified opportunity.
Retrieves details on opportunities, activities, and business emails associated with a specified customer.
Returns details of business opportunity lines, that are either in the status In Progress, or Won for a specified customer.
Returns a list of business opportunities containing inconsistencies and the reasons for each inconsistency.