“‘Great. Don't do it. Do it from the Teams channel. Do it with your voice… you won't have to log it with a bunch of clicks times 10.’”

Devin Kunysz · The CPG Guys · Salesforce's Devin Kunysz: CRM-Driven Consumer Goods Growth

Play from 37:41
37:41

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What was described

Log CRM data from a Microsoft Teams channel or by voice instead of requiring reps to click through a CRM UI

Said nearby on the same subject

“We built out an agent that lives inside of Microsoft Teams and allows all parts of our organization to access a centralized knowledge base and see live data from our ERP, our CRM, and other internal software tools”
♫
Said on In The Trenches
“Before you buy anything, check what's already inside the software you pay for. Microsoft 365 Copilot, Google Workspace, the AI features in your CRM.”
GC
Grant Calloway
AI for Small Business ·
How they work Share this moment
“We invested in Salesforce, is our CRM system and not just as our CRM, but it's our marketing tool and we do quoting out of it ... it does our billing, project management, support tickets”
♫
Said on Acquiring Minds
“We sit on top of the CRM… they’re like, no, we actually don’t need that. Our CRM is awesome”
♫
Said on saas.unbound
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