Your team will close more deals more quickly
Monia suggests to Lucie on Slack or Microsoft Teams the deals to move forward
Monia gathers information by chatting with Lucie (notes, activities, status changes...)
Monia takes care of adding the collected information into Lucie's CRM.
Decide on the frequency and duration of CRM Reviews with Monia
Decide on the opportunities to exclude from the CRM review
Decide on the order of presentation of opportunities during the CRM review
Decide on the actions that can be performed by Monia in the CRM
Decide on the fields/information that can be modified by Monia in the CRM
Decide on the appearance of the bot