Prep for sales meetings faster with Codex
Summary
See how Codex helps sellers get ready for customer meetings faster. Codex can bring context from Salesforce, Slack, Google Calendar, email, and docs into one clear thread. Sellers can ask questions,
Transcript Excerpt
All right, so we're going to begin by asking Codex to look at my Google Calendar, because we know that we have a customer meeting coming up. It's going to ask it to list the attendees, the agenda listed, and it's going to go kind of swim through my calendar and pull back any information that seems relevant. Looks like we got our agenda and what to be ready for here. The next thing we're going to do in this sequence of events is I'm going to ask it to go ahead and look inside of Salesforce and give me any other context about this customer. Things like account details, opportunities, open tickets, anything that we might need to review. Codex now is going to use the Salesforce plugin and go grab all that information, collecting it from all the objects in Salesforce, giving us a nice little su…