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:
IFS.ai Copilot helps sales representatives quickly find and understand information related to business opportunities and customer activities. This makes it easier to keep track of interactions, follow up on leads, and manage customer relationships more efficiently.
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.
| Prompt | Description |
|---|---|
| Get the top customers based on revenue | 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. |
| Find customers not yet contacted | 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. |
| Show business opportunities with pending actions | Returns a list of business opportunities that includes pending actions before moving forward with the sales process. |
| Show deals that can be closed | Returns a list of business opportunities in the last stages of the sales process that can be closed. |
| Get customer/lead contact number | This query returns the contact details of a specified customer. |
| Find leads not yet contacted | Returns the leads that have not been contacted yet along with names and relevant information. |
| Show upcoming calls/meetings | Provides a list of upcoming calls and meetings. |
| Show top 5 opportunities this year/quarter/month | 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. |
| Show usual competitors for opportunity | 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. |
| Provide customer interaction summary | Retrieves details on opportunities, activities, and business emails associated with a specified customer. |
| Provide customer purchase history summary | Returns details of business opportunity lines, that are either in the status In Progress, or Won for a specified customer. |
| Display opportunities that contain any inconsistencies | Returns a list of business opportunities containing inconsistencies and the reasons for each inconsistency. |