CRM Sales Briefing

User Role: Sales Agent
Alexa, open smart office
AI: Hello Martin. Welcome to Smart Office. I'm your intelligent office assistant. How can I help you?
Check my sales briefing
AI: Please say your Pin.
one two three
AI: There are currently 15 open opportunities, 2 lost opportunities and 19 won opportunities in SalesForce. How else can I help you?
Thank you
AI: Thank you for using Smart Office, Goodbye.

CRM Pipeline Briefing

Alexa, ask Smart Office to Check my Pipeline Briefing
AI: Your pipeline consists of $150,000 in stage prospecting, $15,000 in stage qualification, $675,000 in stage needs analysis, $330,000 in stage value proposition, $140,000 in stage perception analysis, $5,145,000 in stage closed won and $3,000,000 in stage closed lost in SalesForce. How else can I help you?
Thank you
AI: Thank you for using Smart Office, Goodbye.

CRM Quota Briefing

Alexa, ask Smart Office to Check my Quota Briefing
AI: With 23 days left in January, your Sales to Date is $5,145,000, which is 49.8% of your quota for the mnonth, which is $10,330,000. How else can I help you?
Thank you
AI: Thank you for using Smart Office, Goodbye.

CRM Activities Briefing

Alexa, ask Smart Office to Check my Activities
AI: Here are your current activities in SalesForce, you have logged 9 tasks, 8 emails, and 7 calls in SalesForce. How else can I help you?
Thank you
AI: Thank you for using Smart Office, Goodbye.

Search Opportunity by Status

Alexa, open smart office
AI: Hello Martin. Welcome to Smart Office. I'm your intelligent office assistant. How can I help you?
list opportunities
AI: Valid statuses are, open, lost, won. Which opportunity Status would you like?
open
AI: Here are the top 3 open opportunities in SalesForce. Opportunity number 1 for client United Oil and Gas, UK, named laptop supply, for total revenue of 1500000 dollars, is at the stage Prospecting. Opportunity number 2 for client United Oil and Gas, UK, named printer supply, for total revenue of 1500000 dollars, is at the stage Prospecting. Opportunity number 3 for client United Oil and Gas, UK, named EC2 subscription, for total revenue of 1500000 dollars, is at the stage Prospecting. How else can I help you?
Thank you
AI: Thank you for using Smart Office, Goodbye.