The Future is Now: AI-powered Salesforce Integration Explained, Introducing 200 OK AI Co-pilot

Mar 22, 20240 likes60 views

ey Takeaways: - Discover the Future of CRM with AI Integration - Unlock AI power in Salesforce: See how 200 OK simplifies AI integration, no coding required. - Craft smarter AI questions! Build custom prompts to get exactly what you need from the AI. - Unleash AI Flexibility: Connect to multiple LLMs and AI tools. - Find out how adopting 200 OK AI Co-pilot can give your business a competitive edge

Live Webinar Hosted By CEPTES
The Future is Now
AI-powered Salesforce Integration Explained, Introducing 200 OK AI Co-pilot
Speakers:
1. Priyaranjan Panigrahy - CEO & Founder, CEPTES
2. Ankur Desai - VP Products
3. Anirban Roy - Integration Architect

200 OK AI CO-PILOT A CEPTES PRODUCT Copyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved.
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

200 OK AI CO-PILOT A CEPTES PRODUCT Copyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved.
Agenda
• About CEPTES
• Introduction to 200 OK
• Why AI and AI Co-Pilot
• Introduction to 200 OK AI Co-Pilot
• Demo
• Q&A Session

200 OK AI CO-PILOT A CEPTES PRODUCT Copyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved.
Introduction to 200 OK
200 OK is a Salesforce first-of-its-kind, 100%
native, no-low code integration, ETL, and Data
Virtualization platform that solves this
fundamental challenge Salesforce customers are
facing and gives them an infinite opportunity to
connect to the outer world to achieve true
Customer 360

200 OK AI CO-PILOT A CEPTES PRODUCT Copyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved.
Why AI for CRM?
How to Increase
Revenue and
Customer
Acquisition?
How to enhance
CX and hence
retention?
How to increase
the productivity
of your team?
How to adopt
Gen AI efficiently,
meaningfully, yet
securely?
Sales Marketing
Admin
Customer
Service

200 OK AI CO-PILOT A CEPTES PRODUCT Copyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved.
Why AI Co-Pilot for CRM?
The AI Co-pilot plays a pivotal role in
maximizing AI's potential to revolutionize
CRM user experiences, streamlining data
entry and processes, automating
repetitive tasks, and enriching customer
engagement with personalized
interactions.
• Efficiency
• Personalization
• Error Reduction
200 OK AI Co-Pilot designed
to enhance the Salesforce
experience, aimed at
reducing time spent by
Salesforce CRM users and
boosting their productivity by
20%.

200 OK AI CO-PILOT A CEPTES PRODUCT Copyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved.
Seamless Synergy: Bridging Data and AI with 200 OK AI Co-Pilot
INDUSTRY
• Healthcare
• Financial Services
• Retail & Commerce
• Manufacturing
• Telecommunication
• Education
• Other Sectors
FUNCTION
• Sales
• Marketing
• Customer Support
• Human Resource
• IT & Operations
• Supply Chain &
Logistics
• Accounting &
Finance
Seamless
Integration
Connect Any
AI System
Use
Anywhere
Data
Mapping
Advance
Prompt Builder
No Code
Integration
ETL for Data
transformation

200 OK AI CO-PILOT A CEPTES PRODUCT Copyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved.
200 OK AI Co-Pilot Design
AI Co-Pilot
AI Action
Prompt Builder
Multi LLM Support
Multi Data Sources

200 OK AI CO-PILOT A CEPTES PRODUCT Copyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved.
Prioritize Data And Trust To Find Success With AI-Powered CRM Software
Dynamic
Data Input
Data Masking
Response
Generation
Audit Trails
Trusted
Response
Prompt
Building
Data
Retrieval
Hosted Models in Salesforce
Trust Boundary
i.e. Einstein GPT
External Models
i.e. ChatGPT, Gemini 1.5, AWS
Bedrock, Vertex AI
Toxicity
Detection
Company /
Org Data
External
Applications /
Data Sources

200 OK AI CO-PILOT A CEPTES PRODUCT Copyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved.
200 OK AI Co-Pilot Demo
1. Automated Case Response
2. AI Copilot Conversation

200 OK AI CO-PILOT A CEPTES PRODUCT Copyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved.
Q&A

200 OK AI CO-PILOT A CEPTES PRODUCT Copyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved.
United States
CEPTES Software Inc.
SUITE 380, Plaza One61, 7301
State Highway 161, IRVING, TX
75039
Email: sales@ceptes.com
Phone: +1 (607) 304-3229
India
CEPTES Software Pvt. Ltd.
91springboard, 6th floor, Trifecta Adatto, 21,
ITPL Main Rd, Garudachar Palya,
Mahadevapura, Bengaluru, Karnataka
560048
Email: sales@ceptes.com
Phone: +91-80-40901082
UAE
CEPTES LLC.
31st Floor, Aspin Commercial Tower
Sheikh Zayed Road Dubai, UAE
Email: sales@ceptes.com
Contact

Here's what to expect: - Get Hands On with Einstein Copilot - Configure Copilot for Sales & Service - Prompt & Action Building and Simulating - Deep Dive - CRM AI Copilot - External & CRM Data Integration with Copilot - Choose the right LLM/AI - Prompts, Action Building & Configuration - Custom Actions Using Apex and External APIs - AI Copilot for Business Use Cases - Quantifying Cost, Risk and ROI

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The Future is Now: AI-powered Salesforce Integration Explained, Introducing 200 OK AI Co-pilot

1. Live Webinar Hosted By CEPTES The Future is Now AI-powered Salesforce Integration Explained, Introducing 200 OK AI Co-pilot Speakers: 1. Priyaranjan Panigrahy - CEO & Founder, CEPTES 2. Ankur Desai - VP Products 3. Anirban Roy - Integration Architect

2. 200 OK AI CO-PILOT A CEPTES PRODUCT Copyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved. 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. 200 OK AI CO-PILOT A CEPTES PRODUCT Copyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved. Agenda • About CEPTES • Introduction to 200 OK • Why AI and AI Co-Pilot • Introduction to 200 OK AI Co-Pilot • Demo • Q&A Session

4. Company Profile 14+ Years 200,000 Hours Proven Expertise in the Salesforce Platform 200+ 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. 200 OK AI CO-PILOT A CEPTES PRODUCT Copyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved. Introduction to 200 OK 200 OK is a Salesforce first-of-its-kind, 100% native, no-low code integration, ETL, and Data Virtualization platform that solves this fundamental challenge Salesforce customers are facing and gives them an infinite opportunity to connect to the outer world to achieve true Customer 360

6. 200 OK AI CO-PILOT A CEPTES PRODUCT Copyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved. Why AI for CRM? How to Increase Revenue and Customer Acquisition? How to enhance CX and hence retention? How to increase the productivity of your team? How to adopt Gen AI efficiently, meaningfully, yet securely? Sales Marketing Admin Customer Service

7. 200 OK AI CO-PILOT A CEPTES PRODUCT Copyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved. Why AI Co-Pilot for CRM? The AI Co-pilot plays a pivotal role in maximizing AI's potential to revolutionize CRM user experiences, streamlining data entry and processes, automating repetitive tasks, and enriching customer engagement with personalized interactions. • Efficiency • Personalization • Error Reduction 200 OK AI Co-Pilot designed to enhance the Salesforce experience, aimed at reducing time spent by Salesforce CRM users and boosting their productivity by 20%.

8. 200 OK AI CO-PILOT A CEPTES PRODUCT Copyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved. Seamless Synergy: Bridging Data and AI with 200 OK AI Co-Pilot INDUSTRY • Healthcare • Financial Services • Retail & Commerce • Manufacturing • Telecommunication • Education • Other Sectors FUNCTION • Sales • Marketing • Customer Support • Human Resource • IT & Operations • Supply Chain & Logistics • Accounting & Finance Seamless Integration Connect Any AI System Use Anywhere Data Mapping Advance Prompt Builder No Code Integration ETL for Data transformation

9. 200 OK AI CO-PILOT A CEPTES PRODUCT Copyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved. 200 OK AI Co-Pilot Design AI Co-Pilot AI Action Prompt Builder Multi LLM Support Multi Data Sources

10. 200 OK AI CO-PILOT A CEPTES PRODUCT Copyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved. Prioritize Data And Trust To Find Success With AI-Powered CRM Software Dynamic Data Input Data Masking Response Generation Audit Trails Trusted Response Prompt Building Data Retrieval Hosted Models in Salesforce Trust Boundary i.e. Einstein GPT External Models i.e. ChatGPT, Gemini 1.5, AWS Bedrock, Vertex AI Toxicity Detection Company / Org Data External Applications / Data Sources

13. 200 OK AI CO-PILOT A CEPTES PRODUCT Copyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved. United States CEPTES Software Inc. SUITE 380, Plaza One61, 7301 State Highway 161, IRVING, TX 75039 Email: [email protected] Phone: +1 (607) 304-3229 India CEPTES Software Pvt. Ltd. 91springboard, 6th floor, Trifecta Adatto, 21, ITPL Main Rd, Garudachar Palya, Mahadevapura, Bengaluru, Karnataka 560048 Email: [email protected] Phone: +91-80-40901082 UAE CEPTES LLC. 31st Floor, Aspin Commercial Tower Sheikh Zayed Road Dubai, UAE Email: [email protected] Contact

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