Copilot for Sales and Service Moving from CRM Data Entry to Customer Insight

For years, Customer Relationship Management (CRM) systems have promised to be the single source of truth for sales and service teams. But in practice, too often they’ve been seen as a burden: endless data entry, rigid fields, and time taken away from actual customer engagement.

Now, with AI copilots entering the scene, the promise of CRM is finally shifting from record-keeping to insight generation. Instead of spending hours typing notes or updating pipeline stages, sales and service teams can focus on what really matters: building stronger relationships, closing deals faster, and resolving issues more effectively.

 

https://dellenny.com/copilot-for-sales-and-service-moving-from-crm-data-entry-to-customer-insight/