Applying artificial intelligence - AI in CRM and the 5 most popular tools today

Currently, artificial intelligence is slowly creeping into every aspect of personal life and business operations. AI tools are becoming popular because of their high applicability, not excluding the CRM field. Today let's find out how AI is applied in CRM. 

How is AI applied in CRM?

In CRM, AI is applied in many tasks such as synthesizing and analyzing data, making predictions and related solutions,... Specifically, some common ways are below. This:

Analyze and report data

AI can synthesize data and analyze large amounts of data about customers, competitors and sales, etc. to create reports more quickly, accurately and easily than we can. think. This will help businesses' CRM teams save quite a bit of time, cost and effort. 

Write and create email text

It can be seen that content creation is one of the best AI applications. For example, just with ChatGPT, we can create text for emails, marketing-advertising content or even complex presentations, and reports,... quickly and creatively. So, by combining AI with CRM's email capabilities, we can create email marketing content faster and more effectively. 

Automation in CRM 

One of the other applications is that AI can be used to improve automation in a business's CRM. For example, it helps streamline some repetitive processes, including sending mass marketing emails to large customer files or dynamically creating lead files along the business's sales channel for employees to easily follow. monitor and manage. 

Segmenting a business's customers

Segmenting target and potential customer groups allows businesses to locate the right customer base for their products and services. At the same time, that classification also contributes to creating more accurate reports, targeting marketing campaigns with more effective probability,... Or natural language processing (NLP) capabilities of AI can enable CRM to more accurately segment leads and target customers based on their data and interactions. 

Understand customers 

In addition to the above applications, an advantage of AI is the ability to analyze and understand customers in a personalized way. From conversations with potential customers (via chatbots, emails or customer service calls), it can collect data and provide detailed information about customers. From there, provide effective suggestions and solutions for CRM as well as improve the quality of your products, services and business. 

6 best CRMs with AI-powered tools

1. Nutshell – Power AI 

Power AI launched by Nutshell is a package for individual or business customers who want to use AI to improve their sales process. It includes two features including:
Timeline summary: A detailed record of every customer interaction with the business, which can be difficult to manage over time as the customer base expands. This feature will provide a summary of the relationship with customers, such as who they interact with the most, and what products/services they frequently search for and are interested in,... And businesses Businesses can use this information to better understand customer profiles.
Zoom Transcript Summary: Zoom meeting transcripts are often used to quickly update businesses on how a demo, sales script, or any other meeting is going. With just one click, you can monitor conversations in detail thanks to Power AI.

2. Salesforce – Einstein GPT

Einstein GPT, developed by Salesforce, is an AI tool that provides insights into the entire Salesforce ecosystem with basic capabilities such as:

• Create automated emails and chats
• Aggregate and provide detailed information about the data
• Make predictions and suggest solutions to sales staff
• Forward customer requests to the right representative

Einstein GPT is an invention created for sales, marketing, commerce, etc. Each solution is evaluated as a separate add-on to the Salesforce package. 

3. HubSpot – ChatSpot

HubSpot's ChatSpots are also effective AI assistants for CMR. ChatSpot is designed to support sales and marketing professionals through automating tasks such as:

• Compile and send emails
• Make reports automatically
• Some other professional tasks

4. Zoho – Zia

Zia AI CRM software helps Zoho's customer base quickly and efficiently access the information they are looking for. Specifically, they can chat or call Zia directly to answer questions and receive suitable solutions. Zia is a conversational sales assistant with specific functions such as:

• Find CRM data on the command
• Provide detailed analysis and recommendations
• Enrich customer data 
• Create workflow proposals

Zia is now available on all Zoho CRM plans to help businesses produce sales forecasts and integrate with CRM data effectively.

5. Freshworks – Freddy Artificial Intelligence

Freddy AI is a tool that uses generative AI to create personalized interactions with customers. Simply understand it as a chatbot to handle customer service requests with functions such as: 

• Automate chatbots, create customer support conversationsAnalyze customer psychology 
• Analyze sales trends and revenue forecasts, make other recommendations 

In particular, businesses can integrate and customize Freddy AI to have the same look and feel as part of their website. Currently, Freshworks is also beta testing with different versions such as Freddy AI for sales, and marketing,...