Event Recap: Copilot for AMs & CSMs
Hi!
We just wrapped up a session in which I talked about how post-sales teams (i.e. CSMs, AMs) can use Copilot (formerly Wingman). I talked about how these teams can:
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Gain context about your customers with Copilot using Universal Search and Account View
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Have better customer conversations with Copilot by getting better context before a call with a customer using bookmarks, topics, battlecards, and slack actions
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Share your customer’s voice with Copilot using Call Sharing and Gametapes
You can check out the recording below! I’ve also attached the slide deck from our session, which includes links to some additional resources to support you.
Finally, you can check out @DavidOgborn post on Battlecards and Topics for some more great tips on how to use these features!