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Ever feel like you're missing a piece of the puzzle when it comes to your customer data? Salesforce stores a wealth of information, but what about external systems like your ERP?

This short video showcases a cool feature of CRM AI Copilot: Seamlessly integrating external ERP data (like Sales Orders) into your Salesforce! Imagine having a 360-degree view of your customers, all in one place. 

 

https://www.youtube.com/watch?v=KhpbZ14-WXc

 

What are some challenges you face with managing customer data across different systems?

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