The CRM/ERP Chatbot app or Microsoft Teams is provided by enterprise intelligence and operations management company Celebal Technologies (CT).
Celebal Technologies was founded in 2015 and is based out of Rajasthan, India. It specialises in data and business intelligence products, particularly supply chain management, enterprise resource planning (ERP), customer relationship management (CRM), and enterprise operations. Importantly, it has a long-standing partnership with Microsoft, recognised as its region’s Microsoft Partner of the Year for 2021. It is also a Microsoft AI Inner Circle Partner with 10 Gold competencies and is certified for its Advanced Specialisation in Analytics on Azure.
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Celebal Technologies’ offerings for Microsoft Teams range from back-end integrations and connectors to front-end interfaces that help business users perform vital operations. The company has built several custom and out of the box chatbots for Microsoft users, spanning SAP systems, ERP systems, supply chains, and similar key enterprise areas. You can find a number of its prebuilt bots on Microsoft AppSource, and all of these are purpose-built for Teams.
The CT- CRM and ERP Chatbot allows you to interact directly with your ERP systems, like SAP, from the Microsoft Teams environment. It also connects with Microsoft 365 tools like Outlook Calendar, SharePoint, or Microsoft Planner to synchronise productivity tasks and planning. Let us review these functionalities in detail.
Inside CT-CRM and ERP Chatbot for Microsoft Teams
To install the integration, visit Microsoft AppSource and look for CT-CRM and ERP Chatbot by Celebal Technologies. Do keep in mind that you might need an administrator to approve the deployment and set up the back-end integration with SAP or any other ERP system in use at your organisation. Celebal’s chatbots work with your existing knowledge base. Therefore, back-end integration with Salesforce, SAP, HRMS, etc., is essential.
Now let us look at the key features you can expect with CT-CRM and ERP Chatbot:
- Personalised experience – The application will tailor your app experience based on your job role. As soon as you log in to the platform, it will ask you to select a persona – account manager, sales manager, purchase manager, or CFO. depending on the persona you choose, you will be able to perform key functions – for example, an account manager can create new opportunities that integrate with the CRM. the sales manager, on the other hand, can view the sales pipeline for the next 90 days.
- Information search and entry – The CT-CRM and ERP Chatbot is a bidirectional integration, which means you can retrieve and add information. For example, you can create new opportunities (i.e., potential leads), update targets as they are achieved, etc. This will reflect across your organisation’s central CRM and ERP systems.
- The CT-CRM and ERP Chatbot messaging extension – The app has a messaging extension that allows you to insert CRM and ERP data directly into an ongoing conversation. For example, if you want a team member to act on an opportunity, you can click on the extension icon just below the message compose area or type in @CRM and ERP search.
- Team member profiles – You can use the app to review employee information and chat with your immediate team members. Type in the command “Team Members” when speaking with the bot to view a carousel of employee profiles directly in Teams. The profile will also have an embedded chat button to initiate a conversation immediately.
- Customer records retrieval – The CT-CRM and ERP Chatbot app lets you look up customer information in your CRM directly from the chatbot conversation in Teams. You can type in the name of your client or client company as per the integrated records, and the bot will return a card containing key customer information. This includes the name of the contact person, phone and email information, location, and recent updates to share prices.
Why the CRM/ERP Chatbot Makes a Difference
A significant advantage of using the CT-CRM and ERP Chatbot by Celebal Technologies is that you can set it up as per your organisation’s unique requirements. It connects with all back-end systems and provides users with an experience tailored to their role.
What We Think
Celebal Technologies has a strong Microsoft competency, which means you can partner with the company to build your Teams environment with chatbots, CRM/ERP integrations, interface modifications, and much more. This is particularly recommended for large organisations – download the app here.
