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Businesses use AI-powered CRM processes to focus on higher-priority leads, personalize relationships, and identify new opportunities.
Various forms of AI within CRM tools include real-time insights, response drafting, and automating routine tasks.
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Designed for sales leaders and sales professionals, it aims to enhance decision-making throughout the sales process.
This helps teams learn from mistakes and improve future performance.
This helps prioritize sales efforts and focus on the most promising opportunities.
Summarization:Summarize emails to boost inbox management productivity and deals to get quicl deal status.
Provides a Tracking progress toggle that lets users determine whether they want to see their monthly progress statistics.
Daily progress features show the number of emails, phone calls, and activities taken.
Company-wide results are shown in an interface with insights on won, lost, and progressed deals.
Automation templates include following up on inactive deals and interacting with new ones.
Automatic lead assignment to allocate the best-qualified person to a potential new client.
Zoho released Zia in 2018.
The company is a B2B SaaS solution headquartered in India with 100 million users worldwide.
It was founded by Sridhar Vembu, Sreenivas Kanumuru, and Tony G. Thomas.
Zia is available on Enterprise plans and above.
Zoho Zia Features
A Similarity Recommender to potentially increase cross-selling opportunities.
Zia Prediction Builder forecasts factors like the probability of winning a deal or selling a product.
A Best Time to Contact Customers feature to improve the chances of a timely interaction.
Voice of the Customer (VoC) identifies monetization opportunities, pain points, etc., via qualitative/quantitative data.
Competitor analysis that identifies cross-channel competitor mentions and whether the words used are positive, neutral, or negative.
Leveraging deal and lead autofill tools for leads is possible with this platform.
The solution lets users automate profit calculation, and its possible to assign multiple roles to CoPilot.
Examples include Head of Sales and Business Analyst.
Bitrix24 was fully released in 2012 and is used by 15 million+ organizations.
The company is headquartered in Alexandria, Virginia, USA.
Bitrix24 CoPilot Features
Call summaries that prioritize the main points of the conversation.
The option to confirm auto-filled entries before they go into your system.
Kanban view to oversee the current status of each project.
Automatic transcription for all calls.
Offers options to choose from different languages when summarizing calls.
Provides a built-in translator.
The Activity Capture feature synchronizes your email and calendar within the Salesforce app.
Salesforce Einstein AI Features
Action item extracting from customer calls to determine next steps.
Identify factors that contribute to a lead being more likely to convert.
Ask the in-app chatbot to provide the status of current deal pipelines and provide more context on prospective leads.
Learn about other information to help upsell, such as whether theyre eligible for an upgrade.
Provides a list of top positives and negatives for potential leads.
Freshworks was founded by Girish Mathrubootham and Shan Krishnasamy and is headquartered in the US today.
Freddy AI Features
Deal prediction score and a visible upward/downward trend, depending on the customer sentiment.
The option to rephrase, enhance, and expand bot dialog tones.
A tone enhancer to customize messaging.
Message Expansion to generate full responses from bullet points.
A Conversational Actions feature for building customized bots.
Users can also utilize point graphs with grading and opportunity scores.
The tool is part of Microsofts comprehensive ecosystem, which includes other business tools, such as Microsoft Teams.
Microsoft owns Dynamics 365, which was founded by Bill Gates and Paul Allen in 1975.
Microsoft claims that Dynamics 365 can result in up to 60% time savings for sales data reporting features.
Progress bars for deals won and forecasting.
Automated seller sequences to simplify the selling process and close deals sooner.
Customer overviews for more effective quoting, such as preferred currency.
Notes analysis and whom knows whom tools.
Dynamics 365 Sales Pros/Cons
Works well with other Microsoft products (e.g.
SugarPredict is run by SugarCRM, which was founded in 2004 and is headquartered in the US.
The company was founded by Jacob Taylor, Clint Oram, and John Roberts.
SugarPredict Features
Projected outcomes for all Sugar Sell lead and opportunity records.
The option to add a do not call disclaimer next to contacts.
If the accuracy drops below 70%, Sugar Predict will stop generating new outcomes until this is rectified.
Leads lists based on prediction scores.
The company is headquartered in San Diego, California, and was Zeb Evans.
ClickUp AI Features
Automate task priorities and customize task types.
Get summaries of your tasks to determine whether theyre on track.
Data auto-filling to mitigate manual work.
Role-specific content creation (e.g., IT, Sales, and Services).
HubSpot is a sales and marketing SaaS company headquartered in Cambridge, Massachusetts.
Founded in 2006 by Dharmesh Shah and Brian Halligan, HubSpot has over 228,000 global customers.
HubSpot AI Features
Social media post generators based on text prompts.
A website-builder tool that lets users create a single-page website with AI.
The ability to extract data and create marketing/sales reports.
A brand voice capture tool that allows users to edit content based on their own brand voices.
A generator for calls to action (CTAs), which may potentially increase sales.
Automated contact form responses are also available, and teams can send automated reviews.
These are some primary reasons why Durable is the best AI CRM software for small businesses.
Durable, founded in 2021, specializes in helping self-employed people through AI website builders and other tools.
Over 5 million people have created websites via the centralized platform.
Custom fields to organize contacts, such as money, dropdown, rating, and date.
Invoicing features to receive payments from customers without needing an extra app.
Google ad and social post generators.
C3 was founded in 2009 by Thomas Siebel and is headquartered in the US.
In addition to CRM, C3 offers services related to enterprise AI applications.
It serves multiple industries, including financial services, utilities, telecommunications, and healthcare.
Advance predictions for churn months to proactively limit the impact.
Real-time, two-way integration with Salesforce and Dynamics 365.
A deal escalation opportunity identifier.
In-team coaching opportunity identifiers.
Actionable sales pipelines with at-risk percentages for deals under the threat of not closing.
Other reasons why AI CRMs can benefit teams include:
