One Click will do the trick
iGlobe CRM Agent
The complete picture of your customers
Customer knowledge rarely lives in one place.
iGlobe CRM Agent brings together relevant information from Microsoft 365, iGlobe CRM and the web to give users a broader, more connected understanding of customers, relationships and sales opportunities.
Instead of searching across different services and piecing the information together yourself, ask in natural language and let iGlobe CRM Assistant help bring the relevant context together.
One assistant. Multiple sources. Better customer insight.
CRM meets Microsoft 365
Your CRM contains essential customer and sales information, but your organisation's customer knowledge extends beyond CRM.
iGlobe CRM Agent is designed to connect the structured business information in iGlobe CRM with relevant context available to the agent across Microsoft 365.
This creates an intelligent experience around the information users already work with and helps them move from individual CRM records towards a more connected understanding of their customers and opportunities.
Go beyond CRM with web insight
Customer intelligence does not stop at the boundaries of your organization. Where web information is available to the agent, iGlobe CRM Agent can complement your internal business context with relevant external information, bringing another dimension to customer and opportunity research.
iGlobe CRM Assistant brings together three powerful information perspectives:
-
* Microsoft 365 for relevant organisational and work context available to the agent
-
* iGlobe CRM for structured customer, relationship and sales information
-
* The web for relevant external information available to the agent
The result is a more connected way to discover and understand information surrounding your customers.
From fragmented information to connected insight
Use iGlobe CRM Assistant to support scenarios such as:
-
Understanding customers and accounts
-
Preparing for customer engagements
-
Exploring contacts and business relationships
-
Reviewing opportunities and sales context
-
Finding relevant CRM information and activities
-
Bringing together relevant information from multiple sources
-
Discovering additional context surrounding a customer or opportunity
- Instead of focusing on where information is stored, users can focus on what they need to know.
Built for iGlobe CRM. Connected to your world.
iGlobe CRM Agent extends iGlobe CRM with an intelligent agent experience designed around the wider information landscape surrounding your customer relationships.
It builds on the iGlobe CRM philosophy:
Easy to learn. Simple to implement. Connected to Microsoft 365.
Now that experience goes further by bringing CRM, Microsoft 365 and web context together through one conversational experience.
Example prompt
Customer Deployment, Administration, Governance & Cost Management Guide
Support:
Should you have any questions please feel free to contact us. We can also offer you a demo or assist you in the implementation.