Predict the Future and Improve Productivity with an AI-Powered CRM

COVID-19 is changing businesses sales, marketing, and service processes. Today's consumer has high expectations; they now expect that you know all about them, their past interactions with your company and that you're able to anticipate their needs.

For teams to be successful, they will need tools and processes that support a positive customer experience. A CRM will increase customer satisfaction and experience, but AI will add even more value to your strategies and help your company stand out from your competition.

Converting manual tasks into automation-driven functions, AI coupled with CRM can contribute to enhanced efficiency. A recent report suggests that CRM processes linked with AI will push the global business revenue by up to $1.1 trillion by the end of the year 2021. 14% of global CIOs have already deployed AI, according to Gartner's 2019 CIO Agenda survey.

There are a few significant aspects to keep in mind before discussing scenarios and the benefits of an AI-powered CRM. AI can give you invaluable information, but the sales, marketing, and customer service process will always require a human element. AI can help inform and make teams more efficient, but AI and automation should never entirely remove the human aspect.

Zoho CRM was one of the earliest to introduce an AI-Powered Sales Assistant, Zia. I was an outbound sales rep when I was introduced to Zia. "The Best Time to Contact" was (and still is) one of my favorite features. Since then, she has grown so much and is one of the most under-utilized Zoho CRM features; I rarely see companies fully utilizing all that Zia has to offer. With Zia, you can understand your customer's behavior, deliver personalized marketing campaigns and provide services that can help you improve sales.

Predict the Future

Zia will predict the probability of conversion for leads or deals so your team can better prioritize their outreach efforts. Know when customers are more likely to respond so you can better personalize offers and campaigns and send them at the optimal time. Using the "The Best Time to Contact" feature, your team can reach out to customers and prospects at the right time for the best possible chance of a positive connection. Zia takes things like when an email was opened or clicked, when a call was answered and when a meeting occurred to determine the time they are most likely to be available.

Advanced Personalization

Improve customer experience by delivering personalized recommendations from your sales and support teams. Ensure prospects are assigned to sales reps with the most relevant skillset and expertise, whether that's a local rep or someone specializing in that particular topic. Zia helps make the most of email communications by enriching customer records information from signatures, extracting and pre-populating event information, and helping you prioritize your responses by analyzing email intent and sentiment.

Improve Team Productivity

Zia will automate your team's most time-consuming tasks to streamline your particular workflow. Suppose Zia notices a repetitive task, such as a monthly meeting with an important customer. In that case, she will suggest a recurring meeting or task and help set it up; saving your team time on repetitive administrative tasks. Workflow suggestions and chatbots allow you to reimagine customer self-service to engage website visitors and deliver on-demand support.

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Machine learning has transformed how businesses nurture customers on their buyer journey. AI gives companies the ability to observe how potential sales opportunities trend before the prospect converts to a deal, making future sales easier to close in less time.

Here's how AI might help a beauty brand, Ageless Beauty:

  • Ageless Beauty advertises a new product launch, a new anti-aging moisturizer.

  • Consumers see the ad on an Instagram and go to the website to look around.

  • Those interested in learning more may enter their email and receive a 10% discount for new customers.

  • If the customer doesn't order after three days, an email will remind them of their pending discount.

  • With AI, Ageless Beauty can see when the customer accessed the site, how long they spent, what pages they viewed, and more.

  • Ageless Beauty can then send additional emails to encourage them to order again and again.

  • Other insights such as when emails were opened and clicked, give real-time insights to promote Ageless Beauty’s sales or customer support team to reach out at the best time.

Conclusion:

AI-driven customer solutions will help your company in several ways. Empower your hardworking sales, marketing, and service teams with AI-enhanced decision-making. Enable these vital customer-facing teams to drive more meaningful customer engagement and address customer issues more effectively. Zia is an AI-driven sales assistant for Zoho CRM. She optimizes your CRM data through data mining and machine learning to deliver essential business information such as sales predictions, suggestions, and alerts.


If you have questions about Zia and how you can get more from her in your Zoho CRM system, click the button to contact us today, we're happy to help!

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