200 OK Webinar - Transforming Salesforce Sales Cloud with AI Copilot

Check out our insightful webinar where we explored how AI Copilot revolutionized Salesforce Sales Cloud for a top Financial Asset Management Company, enhancing productivity and ROI.

Key Takeaways:

1. Learn how a leading Financial Asset Management Company leveraged AI Copilot to revolutionize their Salesforce Sales Cloud operations, resulting in remarkable productivity gains and ROI.

2. Witness how AI-driven automation can streamline time-consuming tasks and freeing up your team for more strategic work.

3. Understand the power of personalized communication through AI, ensuring consistent and timely interactions that significantly enhance client relationships and satisfaction.

4. Gain insights into how automating manual processes can drastically reduce time and resource expenditures, increasing your team’s efficiency and effectiveness.

5. Explore the tangible benefits and ROI achieved through AI implementation, providing a compelling case for integrating similar solutions within your own organization.

1. Live Webinar Hosted By CEPTES Transforming Salesforce Sales Cloud Operation with AI Copilot for a Leading Financial Asset Management Company Speaker: Ankur Desai – VP, Products & Innovation

2. Important Note All attendees will be in listen-only mode We are going to record this webinar and will send you the recording post this session You can type in your questions anytime during the webinar in the Q&A window and we will try and address all of them at the end of the session

3. Agenda About CEPTES Introduction to CRM AI Copilot Company Profile – A Leading Financial Asset Management Company Client Needs – A call for AI Solution Old Vs New Process Savings Calculation Q&A Session

4. Company Profile 15+ Years 200,000 Hours Proven Expertise in the Salesforce Platform 1200+ Projects, 1000+ Engagements Globally delivered across industries 9 Public AppExchange Solutions 5-star rated solutions for Salesforce customers 1000+ Customers, 10+ Industries we helped them solve complex business challenges 250+ Consultants 90% Certified Blazing our trails 4.9/5 CSAT we worked for customer success PDO MSP

5. A Salesforce Native CRM AI Copilot Powered by 200 OK Elevate Salesforce CRM Efficiency with an intelligent AI assistant A CEPTES Product

6. Introduction to CRM AI Copilot 200 OK is a native, no-code integration, ETL, and Data Virtualization platform Connect Multiple LLMs/SLMs Connect External Data Sources AI Actions (Internal & External)

7. Client Profile Our Client is a global asset management company based in Paris and Boston, with headquarters in both cities. It is the second-largest French asset manager by market share and among the 20 largest asset management firms in the world, with $1,122 billion in assets under management as of March 31, 2023. They operates under a multi-affiliate business model, connecting clients to the expertise of more than 15 independent active investment managers. The company offers a diverse range of investment solutions across asset classes, styles, and vehicles, tailored to clients' specific needs and objectives.

8. Client Needs Client employed Salesforce Sales Cloud to manage their customer relationships. On their path to helping customers across 30 countries for fund and financial product management they encountered various needs in optimizing their sales operations, key challenges included: 1. Manual Thank-You Emails: Sales team members manually send thank-you emails following meetings or transactions, a process that was time-consuming and prone to delays. 2. Personalized Product Introduction Emails: Creating personalized emails to introduce new products to prospective clients was inconsistent and required significant time investment. 3. Manual Commentary Document Generation: Generating detailed commentary on product performance required considerable time and resources, limiting the team's efficiency. To be generated on quarterly basis for all portfolio products.

9. Automated Performance Commentary: AI-generated, detailed, and insightful quarterly performance commentaries creation and automated document generation. CRM AI Copilot + 200 OK Products used Success Story Client implemented CRM AI Copilot with 200 OK - a Salesforce native no-code AI + integration platform that connects with external applications and data sources including document generation and External LLMs, to streamline and automate the processes. $8 Millions from Time and Efforts savings 10 % Increase in sales revenue CRM AI Copilot Sales Cloud 200 OK A utomated Thank-You Emails: Customized and automated thank-you emails, reducing manual effort and ensuring timely communications. Personalized Product Introduction Emails: AI-driven creation of tailored product introduction emails, enhancing engagement and response rates.

10. Quarterly Commentary Document Generation Flow (Old Way) Manual / Human Efforts in analyzing Salesforce and external data and preparing the portfolio commentary The document to be generated every quarter for all financial products 100+ Portfolio Managers each across the geographies handling approximately 20+ financial products It takes minimum 10 Hours to analyze and prepare the commentary for each product Manually generate the final product document in predefined template Client & Fund Data Performance Monitoring Data Analysis Portfolio/Fund Management Decision Quarterly Commentary Generation Client Report / Document Client Communication Client Feedback Regular Data Update Human Efforts Human Efforts Human Efforts Human Efforts Semi-Automated Semi-Automated

11. Quarterly Commentary Document Generation Flow (AI + Automation) Seamless Integration of Einstein AI with Salesforce Sales Cloud: We have successfully integrated CRM AI Copilot with the 200OK Native No-Code Integration Platform. Utilization of OpenAI for Generative AI: Customized prompts and external data integration with OpenAI via 200OK, ensuring alignment with Natixis's communication guidelines and document generation requirements. Automated Document Generation: Automatic creation of final product documents in predefined templates, utilizing AI-generated commentary through 200OK. Client & Fund Data Performance Monitoring Portfolio/Fund Management Decision Quarterly Commentary Generation Preview / Approval Client Communication Regular Data Update Human Efforts Human Efforts Human Efforts AI Effort s Automation Human Efforts Data Analysis Draft Report / Document

12. Prompt Engineering

13. Automated Document Generation

14. Savings Calculation > 100 Portfolio Managers > 20 Financial Products / Manager > 4 Qtrly Reports / Product / Year > 10 Hrs to analyze and prepare the commentary … > Total Hours Saved Annually: 100 * 20 * 4 * 10 = 80,000 Hours > Total Cost Savings: 80,000 Hours at $100/Hour = $8 Million Qualitative Benefits: Consistency and Quality: Enhanced the consistency and quality of client communications and reports. Client Satisfaction: Improved client relationships and satisfaction through timely and personalized communications. Sales Efficiency: Increased sales efficiency by automating routine tasks, allowing sales representatives to focus on strategic activities

15. Q&A

16. United States CEPTES Software Inc. SUITE 380, Plaza One61, 7301 State Highway 161, IRVING, TX 75039 Email: [email protected] Phone: [phone] I ndia CEPTES Software Pvt. Ltd. 91springboard, 6th floor, Trifecta Adatto , 21, ITPL Main Rd, Garudachar Palya , Mahadevapura, Bengaluru, Karnataka 560048 Email: [email protected] Phone: [phone] UAE CEPTES LLC. 31st Floor, Aspin Commercial Tower Sheikh Zayed Road Dubai, UAE Email: [email protected] Contact