How Can I Use AI to Search Our Sales Inbox and Archive?
Asked by
CuriousKoala94
I'm looking for options to set up AI that can help us search our Sales inbox and its Archive. My team wants to ask questions like, "What products did we sell to customerA?" I'm open to setting up our own local AI solution, and budget isn't really a concern. However, I heard that co-pilot can't search through the archive, so I'm curious about what my options are.
Answers
Hey, you might want to look into some AI-driven tools designed for sales and marketing. There are platforms that can analyze past communications and sales data, but again, you'll want to ensure those tool's indexing abilities support archived searches.
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It sounds like integrating a CRM system might be your best bet. CRMs typically offer advanced search functionalities that can help you dig through customer data and past sales. They could easily handle queries like the one you're considering.
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Honestly, I'd ask the sales folks if they could just do their jobs better instead of relying on AI. It's kind of hilarious when people think AI will solve all their problems. Maybe a little human effort is what’s needed here! 😊
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CuriousKoala94: That’s a good point! I'll definitely look into those tools and see which ones can handle the archive situation.