Increase your sales success:
AI-powered CRM for maximum efficiency

Today’s business world is shaped by data. Customers are more multi-layered than before, leaving digital information at every touchpoint with your business. This data is pure gold, because this knowledge can not only be used to increase customer loyalty, but also to automate processes related to customer management and increase sales .

By integrating AI scenarios into your itmX crm, you can unlock the full potential of your customer data and reach a whole new level of efficiency.
AI-based software makes it possible to automate processes, recognize new patterns , and intelligently enrich and process data.
The AI acts as your personal “co-pilot”, which first suggests well-founded recommendations for action and measures , while the final decisions are still made by you.
In addition, AI enables a precise and understandable summary of complex situations, so that, for example, the processing of large amounts of data is faster and more accurate.
Of course, there are many other application scenarios that can be implemented with AI support.
But they should all have one thing in common: they should be fully tailored to your needs.

Intelligent workflows in itmX crm thanks to AI

Voice-based visit report collection

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With voice-based visit report capture, documenting your customer visits has never been easier.
Simply record your visit report into your smartphone immediately after the appointment and our AI will do the rest.
The artificial intelligence transcribes your language, creates a structured summary, e.g. of open tasks including responsibilities, and automatically adapts all relevant data in itmX crm.
The AI makes recommendations for the next steps.
Follow-up actions mentioned in the visit report, such as the creation of an offer or the sending of information material, are automatically triggered.
Not only does this save you valuable time, but it also increases the accuracy of your data, so you can focus on your customers.

Capturing and analyzing emotions in emails

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Especially for sales and service, the analysis of the mood and emotional state of customers on the basis of the previous conversation offers a considerable benefit.
Dissatisfaction or frustration can be detected at an early stage and critical or urgent messages can be responded to in a targeted manner.
By recognizing emotions, measures can be derived directly and follow-up activities with appropriate recommendations can be created in the CRM, such as arranging a clarifying customer meeting in the event of a negative tendency.

Chatbot

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Managing a large amount of information and processes can quickly become confusing.
A chatbot that accesses a knowledge database helps to provide quick and precise answers to individual questions, both internally and externally.
Whether you’re looking for detailed information on products and policies, or help with product selection, a digital assistant provides immediate and accurate answers and is available to you and your customers around the clock.

And it gets even better: In addition to the pure information information, processes such as sending automated e-mails or initiating approval processes can also be initiated by the chatbot.

AI-powered translation function

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With the AI-supported translation function in the itmX crm , language barriers are a thing of the past.
Automatic translations of all CRM information enable seamless and multilingual communication that improves global interaction.
Each employee enters the information in his or her native language and the colleague in the national company sees the message in his or her native language.
Manual translations and annoying copying back and forth into the common translation tools are now a thing of the past.

AI-powered query analysis

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The daily flood of incoming inquiries poses major challenges for many companies – especially in the construction and construction supply industry.
Extensive documents and service specifications, different file formats or pages and pages of continuous text from e-mails or PDFs are just some of the hurdles associated with this.
The fact is that a lot of precious time passes before an offer is finally created.
Thanks to artificial intelligence, you can significantly streamline this process and create quotes in record time.
The AI analyzes the incoming inquiries precisely, extracts the relevant information and prepares it in a structured way or even makes product suggestions to you right away.
In order to determine the best possible product suggestions, incoming inquiries are compared with the existing product database.
Not only does this save valuable time and reduce manual errors, but it also allows your sales team to focus on the work that really matters.
At the same time, you increase your efficiency, improve your bid quality and increase your success rate in tenders.

Using AI to optimize customer relationship management

  • What does artificial intelligence mean for CRM?
  • Why should you use AI in customer relationship management?

  • Practical examples: Artificial intelligence in customer management

  • Challenges of using AI in CRM

You have probably asked yourself this question

Definitely! Artificial intelligence improves CRM systems by automating data analysis and workflows, predicting customer behavior, designing and personalizing customer interactions, and optimizing decision-making. AI makes your day-to-day work much easier, for example, by providing suggestions for email responses or recommendations for next steps. In addition, thanks to AI, it is possible to evaluate large amounts of data in such a way that more informed insights based on customer data are possible and sales opportunities can be identified more quickly. This makes your sales operations more efficient, powerful and effective, resulting in higher customer engagement and increased sales.

Artificial intelligence transforms sales processes by taking over repetitive tasks and administrative tasks.

There is considerable potential here, particularly in sales. Current studies show that a sales employee spends well over half of their working time on administrative tasks and that 30% of this could be automated.

Other examples of automation processes from other areas would be lead scoring and the automation of follow-U ps. In addition, AI is able to identify potential customers and determine their potential by analyzing large amounts of data.
At the same time, tailored interactions are also possible by predicting customers’ purchasing behavior and needs. These were just a few examples that show how AI can improve decision-making and the efficiency of sales teams.

Artificial intelligence is revolutionizing the automation of sales processes by taking over recurring Partially handles tasks such as lead generation and/or communication with customers. By analyzing large amounts of data, AI can identify and prioritize potential customers more accurately. It also enables personalized interactions by predicting customer behavior and needs. Based on the data analysis, the AI provides precise suggestions and recommendations for next steps. Here, the AI acts as a “co-pilot” and the user ultimately makes the decisions. This leads to optimized decision-making and more efficient sales processes.

That depends on the use case. Since artificial intelligence is generally a very broad field in sales processes, this question cannot be generalized. For example, one of our customers who digitized and automated internal approval processes was able to recognize the positive effects within a very short time.

Especially in areas such as data analysis and automation, the first results can be made visible quite quickly. However, if you think about more extensive processes such as lead generation, improved customer communication and personalized interactions by analyzing patterns and needs, you see the more efficient processes and better customer engagement in a longer horizon.

Definitely This is because processes that include artificial intelligence should always be adapted to the respective application in a company-specific manner. By integrating company-specific knowledge, AI becomes a real “game changer” that clearly stands out from general tools on the market.

Only with the right implementation can AI complement existing systems and processes.

How much potential is there in your sales processes?

You can find out more about this in our Customer Experience Blog

  • Künstliche Intelligenz

AI for an optimized CRM

31. July 2024|0 Comments

Using AI to optimize customer relationship management How to guarantee even more efficient customer management by Robin Hartmann According to a bitkom study , [...]

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Robin Hartmann
Robin HartmannHead of Modern Work and Business Intelligence
sales@itmx.de
+49 7231 96825 10
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