AI CRM: Improve Management Processes

Have you ever heard of AI CRM? With the progress in the Artificial intelligence field, AI has also been implemented to help manage customer relationships. It's possible to enjoy its skills, such as natural language processing and data analysis, to predict results, improve communication, get new insights, and much more. 

Several CRM platforms are AI-powered, so it's important to understand how artificial intelligence impacts them and what AI can do for your business. Check out the article to learn more. 

What Is AI CRM?#

AI CRM is the integration of artificial intelligence into customer relationship management (CRM) systems. AI is applied so you can automate different types of tasks, provide personalized customer support, and analyze data faster. 

A CRM platform encompasses several tools for marketing, sales, and customer service. AI works to expand your possibilities in each one of these areas. When a CRM is AI-powered, it enhances the capabilities of analyzing the data stored through every customer interaction, as the AI can process information at high speed and make data-driven decisions. 

The goal of AI in CRM is to increase productivity, reduce error risk, give new customer insights, and provide efficient strategies based on the company's objectives.

How to Use AI in CRM#

Reporting and Predictive Analytics#

You can enjoy AI in CRM to analyze all the data collected through every customer interaction. AI is capable of collecting and processing a large amount of data to generate reports that will show you how to proceed to sell more and engage with your customers. 

For example, you can ask the AI to analyze how your customers interact with your brand and generate a report showing the most effective strategies you use and what your weak points are. You can also use AI to measure key performance indicators so you can understand what needs to be enhanced. 

Automation#

Most CRM platforms already come with automation features, but when powered by AI, you can make them even more efficient. It's possible to automate multiple tasks, such as sending emails based on actions customers take, capturing data, creating regular reports, scheduling appointments, and much more. 

Writing#

You probably have already seen or used AI tools like ChatGPT because they use natural language processing and can generate texts according to your commands. You can use that to manage customer relationships, too. For example, you can ask the AI to write emails and make slide presentations. 

Besides, if the CRM of your choice provides a chatbot powered by AI, it can be applied to assist customers by answering their questions and solving their demands. This way, it's possible to have efficient 24/7 customer support, improving customer experience. 

Segmentation#

Another use for AI is to analyze the data stored in the CRM to segment customers, for example, according to where they are in the buyer's journey. The AI can also segment leads based on how likely they are to become a customer and create a lead scoring, so you know what leads you should focus on first. 

Customer Insights#

With the amount of data stored by a CRM, it's difficult to analyze every data, some behavior patterns and other valuable information can pass unnoticed by your team. That's where AI's high capacity for processing and understanding big volumes of data comes in.

You can give the AI a problem and ask it to draw strategies and propose solutions based on the information provided. You have an accurate source for customer insights that will expand your vision by offering new perspectives. 

4 Best AI CRM Tools#

1. Brevo#

Brevo's AI allows you to create more efficient email marketing campaigns. It generates personalized content based on your goals, suggests subject lines, and defines the best time to send the emails. 

Besides, you can enjoy it to summarize live chat conversations, so you can quickly catch all the main points of an interaction. 

Key features:

• Generate content
• Suggest subject lines
• Enhance tone of voice
• Schedule emails
• Summarize conversations

2. Pipedrive#

Pipedrive AI-powered CRM identifies patterns, recommends high-potential deals, and suggests what actions you should prioritize. You can use it to automatize multiple tasks and get actionable insights. 

You will also count on the AI email creation tool, which generates personalized emails based on the prompts you give.  Another feature offered is the AI deal summarization that gives you an overview of deal interactions and context. 

Key features:

• AI sales assistant
• AI email generator
• AI-powered marketplace search
• AI deal summarization

3. Freshsales#

Freshsales comes with Freddy AI, an artificial intelligence made to help customers solve their demands faster. It learns from your knowledge sources and adapts to customer needs, so you can provide assistance 24/7.

Freddy AI summarizes conversations, gives suggestions, spots trends, analyzes data and automates processes. 

Key features:

• Freddy AI
• Summarize conversations
• Analyze data
• Give insights
• Advanced ticketing
• Workflow automation

4. Zoho CRM#

Zoho comes with Zia, an AI companion that aims to help you manage your CRM. The AI can find the information you need, take notes, predict sales activity results, detect problems, and automate tasks. If you have any doubts, you can ask Zia, and it will search your database to provide the best answer. 

Zia is also a conversational AI, so you can call her anytime you need. She is also able to analyze your deals and predict your chances of closing a sale. You can ask her to set up a score based on how likely your leads are to become customers. 

Key features:

• Conversational assistant
• Predict sales
• Identify sales anomalies
• Analyze intent, sentiment, and emotion in emails
• Competitor alert

Choose the Best AI CRM Tool#

As you can see AI CRM can help you improve your sales and marketing strategies. You will save time by automating tasks, diminish risk error by using AI to analyze customer data, and find new ways to improve customer relationships. Choose the AI CRM that suits you best, and enjoy the features they have to offer.