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Leveraging Existing Tools to Feed Your AI Strategy | Seize The Opportunity Now!

In the past few weeks, we’ve engaged in discussions with CTOs and Digital Leaders, gaining insights into what’s on their minds when developing strategies for implementing AI in their businesses.

For decades, companies have poured millions into refining their operations, tirelessly seeking the elusive combination of efficiency and agility. In this unending quest for improvement, a new frontier has emerged in the form of artificial intelligence (AI). Unlike previous technological advancements, AI represents a vast and relatively unknown territory, prompting companies to approach its integration with a unique blend of eagerness and caution. The urgency to stay ahead in a rapidly evolving business landscape urges companies to embrace AI swiftly, but a parallel desire to navigate this uncharted realm correctly underscores the importance of a measured and thoughtful approach.

In the context of AI for business, consider prioritising your considerations as follows:

  • Availability
  • Security
  • Scalability
  • Cost-benefit analysis
  • Data quality
  • User adoption
  • Augmentation
  • Change management
  • Ethical and regulatory compliance
AI sales enablement supercharged

Digital leaders, on a journey to steer their organisations to success, must recognize that embracing the strategic imperative of artificial intelligence (AI) is business critical. Seizing the opportunity to leverage available tools now will empower them to navigate this complex terrain with confidence.

Digital Leaders

A relatively new and pivotal role has emerged—the ‘Digital Leader.’ This proactive individual delves into the domain of IT, seeking ways to enhance organisational responsiveness, improve products and services, and adeptly navigate a dynamic environment. A digital leader’s scope of ‘customer’ spans internal stakeholders like employees and divisions, as well as external entities such as customers and partners.

For a digital leader, the strategic use of technology to achieve business goals is paramount. Working in tandem, ‘Subject Matter Experts’ bring deep knowledge in specific areas, while ‘Process Owners’ oversee operational functions. While digital leaders set the technology vision, subject matter experts and process owners specialise and execute in their respective domains.

These roles, collectively referred to as ‘digital leaders’ in this article, play a crucial role in guiding the customer journey and providing vital information to support individuals in their tasks. Recognising the irreplaceable role of humans as digital leaders, it’s emphasised that individuals are indispensable for ensuring the trustworthiness of AI and its alignment with desired business outcomes.

While conversational AI platforms like OpenAI’s ChatGPT, Bard, or Bing can offer assistance, information derived from these platforms should be reviewed and adjusted to meet specific business needs. Seamless integration with AI tools by software providers becomes imperative to support digital leaders in keeping pace with the demands of the ever-evolving landscape.

Investment in AI Augmentation and Intrinsic Value to Support various User Communities

We recognise that digital leaders are placing a growing emphasis on investing in AI augmentation. It highlights the urgency for these leaders to prioritise the creation of inherent or intrinsic value by anticipating the needs of everyone involved in their business and the applications they utilise. 

In the context of AI, ‘augmentation’ refers to using artificial intelligence to enhance human capabilities and decision-making, rather than replacing them. This collaborative approach aims to improve efficiency, accuracy, and productivity by combining human intelligence with AI.

Digital leaders can build intrinsic value by making work interesting, helping people learn new things, driving responsibility and autonomy, and fostering creativity. Intrinsic values motivate individuals to grow and develop, contributing to people’s well-being.

Anticipating User Needs and Enhancing Digital Adoption

Anticipating user needs requires digital leaders to understand how applications are currently used. Digital adoption goes beyond login frequency, encompassing knowledge, behaviours, and journeys essential for driving change. Companies like Improved Apps support the ability to anticipate users’ needs by providing very dynamic, contextual help and any content, at the point of need, reducing costs, whilst improving user experiences.

While ChatGPT, and other conversational AI tools, offer advanced capabilities, they alone cannot comprehend the unique intricacies of your business processes and training requirements. Despite enhancements like ChatGPT’s ability to recall user preferences across conversations, the indispensable contextual understanding and expertise lie in the hands of a human, your ‘digital leaders.’

Illustrating the potential, a Digital Leader can leverage ChatGPT, through Improved Apps to craft tailored help and training content for sales representatives and user communities. This integration empowers digital leaders to provide Salesforce users with contextual insights and crucial alerts, generated by ChatGPT, precisely when needed. The incorporation of personalised, instructional “nuggets” directly into the Salesforce Org ensures that users operate more productively and in compliance with organisational guidelines and procedures. Whilst users engage with the application and its embedded content, Improved Apps are gathering user engagement, user sentiment, user feedback (as they go about their day to day activities) to drive the anticipation of AI models. This harmonious blend of human insight, good data and AI prowess creates a synergistic approach to elevate user support and productivity.

Here’s an example of how a Digital Leader can use OpenAI’s integration (aka ChatGPT) to create help and training content for sales reps.

Hybrid Approach to AI Integration

Salesforce is encouraging organisations to build AI into everything they do. However, a hybrid approach, utilising Salesforce AI tools alongside solutions like Improved Apps, can expedite business progress. Improved Apps’ 100% native solutions provide user engagement, user sentiment analysis, user feedback, and adoption analytics to feed AI modelling.

Salesforce’s recent AI announcements at Dreamforce ’23 include the Einstein 1 Platform, offering the ability to connect data for AI-powered application building, and Einstein Copilot, a conversational AI assistant. While partnerships with Google, AWS, Databricks, and Deloitte were also revealed, half of these announcements involve projects with anticipated outcomes. Check out the detailed information here. Notably, customers are expected to undertake the building process, implying a wait for technology availability. Who will get it right?

For digital leaders prioritising quality data for AI projects, the significance cannot be overstated. Improved Apps emerges as a solution providing context-sensitive help and step-by-step guidance.  Digital leaders must take actionable steps now to create high-quality, business-owned data for AI projects, this is where Improved Apps can make an immediate impact. 

The Challenge with Standard Salesforce and how Improved Apps can help

Standard Salesforce operates on a relational Object and Form-based structure, resulting in a non-intuitive user experience that requires numerous clicks. Improved Apps provides in-app guides and integration with Salesforce Flows to simplify processes, accommodating diverse user preferences and avoiding intrusive features.

Transforming the Way Users Interact with Information

Now is the time to leverage existing tools to transform the way individuals interact with information, making it valuable and useful. 

With out-of-the-box integration to ChatGPT and leveraging existing Improved Apps capabilities for providing quality user data, digital leaders can equip Salesforce users with contextual information, critical alerts, and personalised guidance, enhancing productivity and compliance  – sharing digital leaders business knowledge on a large scale.

Available now - How can Improved Apps help Digital Leaders?

  1. Start to thrive by installing Improved Usage Tracker in your production Org for Free. Let’s find out what your users are currently doing – think ‘Google Analytics’ for Salesforce.  Gather data on who is logging in and when.  What are your most popular pages and reports? Who is cherry picking cases or failing to update opportunities.  Get the full picture of user behaviour to make informed decisions, all in a handy dashboard.
  2. Use this data to embed your existing help and training content (enhanced by ChatGPT) in the places where you’ve identified it’s needed most.  Drive business process compliance, effective knowledge sharing and improve user experience . Take a look at some quick win formulas in our Component Matrix.
  3. Use targeted alerts to drive change and help users focus on what is important in your business.

Explore the strategies for enhancing end user engagement and optimising your Salesforce investment with Improved Apps.

Let’s embark on this journey today, before it’s too late! Everyone agrees that quality data is indispensable for achieving the desired business outcomes with AI. So, let’s start the process of collecting and taking ownership of this valuable data right away.

A comprehensive solution to digital adoption

A comprehensive solution to digital adoption and sales enablement

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