Salesforce AI-powered CRM is taking U.S. businesses by storm! What is it, and why might you need it?

AI is rapidly playing a greater role in the way business is done today. If you’re not considering how you can level up your productivity by taking advantage of what is becoming an increasingly efficient and powerful tool, you risk being left behind.

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How can Salesforce CRM with AI-driven insights contribute to business success?

When it comes to artificial intelligence and business analytics, Salesforce is a name that always comes up. Salesforce has been at the forefront of incorporating AI into its Customer Relationship Management(CRM) software, and one of its standout offerings is CRM Analytics, formerly known as Tableau CRM & Einstein Analytics. This AI-powered tool brings predictive capabilities to Salesforce’s CRM platform, providing users with actionable insights and personalized experiences.

So, what is CRM Analytics, and why should you care?

It’s Salesforce’s native analytics platform that empowers users with AI-driven insights. With CRM Analytics, you can streamline workflows, receive valuable recommendations, predict outcomes, and make informed decisions. It’s all about gaining a holistic view of your customer data to deliver personalized experiences and boost conversions.

“Spot opportunities, predict outcomes, get recommendations, and more with CRM Analytics”

The 7 features you would want to explore!

Salesforce consistently impresses users with new features that enhance usability. Here are seven standout features we encourage every business to explore:

  • In-built Dynamic Dashboards: Explore and visualize data effortlessly with sample datasets, dashboards, and applications in the trial version.
  • Connectivity to Different Data Sources: CRM Analytics now connects to various data sources like Google BigQuery, SAP, AWS, and CSV files, simplifying data integration.
  • Smarter Case Routing: Automate case routing based on skills and past success rates, optimizing case resolution.
  • Article Recommendations: CRM Analytics uses AI to recommend relevant knowledge articles, making information access faster and more accurate.
  • Einstein Discovery: Predict outcomes based on key performance indicators (KPIs) and receive insightful recommendations.
  • Next Best Action: Deliver impactful customer interactions by recommending cross-selling opportunities and more.
  • Event Monitoring Analytics: Track user activities, identify changing behavior patterns, and enhance data security and governance.

Is Salesforce AI-powered CRM worth the investment?

Absolutely! By embracing CRM Analytics, businesses can reap numerous benefits, including improved performance, streamlined pipeline management, efficient whitespace analytics, and accurate forecasting. It’s all about increasing sales, enhancing customer satisfaction, and optimizing marketing ROI through AI and business intelligence.

In conclusion, Salesforce AI-powered CRM is an amazing tool that unlocks actionable insights and predictive capabilities. It’s your key to transforming customer experiences, driving growth, and revolutionizing your business. Embrace the power of CRM Analytics and embark on a journey to a brighter future.

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If you think that Salesforce CRM is not a good fit for your business, we have compiled a list of alternative CRM platforms that are worth a try!
  • Easy-to-use interface
  • Streamline customer service
  • 100% customizable
  • 3,000+ integrations
9.4
Visit Salesforce 30 day free trial

Salesforce is one of the most powerful CRM brands on the market, making it best equipped for businesses with a large sales team and complex needs.

We identified Salesforce’s top strengths as usability, customization & functionality. That’s because it boasts three CRM options in it’s extensive library of products allowing you to perform every CRM task under the sun.

It’s customers are loyal but also have very specific needs, generally prioritizing customization and big feature sets allowing Salesforce to amass over 150,000 customers (small and large).

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  • Flexible CRM Software
  • Small business to enterprise
  • Filter to suit workflow
8.8
Visit Zoho

Simplicity. That’s what you get with Zoho – no frills, no fuss, and no nonsense. Just a system that’s easy to set up, easy to use, and even easier on the eyes.

Zoho is also great for small businesses, thanks to its excellent features spanning sales, customer service, and marketing functionality.

The platform is also easy to use and quick to set up, while still providing a solid level of customization for those more advance tasks.

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  • Customer management, marketing & sales in one place
  • Clean & easy to use interface
  • Feature-rich, flexible CRM software
8.6
Visit Act!

Act! provides an all-in-one CRM and marketing automation solution at an incredibly reasonable price range that lets you automate repetitive tasks, market your business, manage leads, and reduce overhead.

Its powerful email campaign editor is a strength worth noting, as not many CRM platforms provide this.

Secondary to its rich features and price is the level of customer support, which is high compared to other small business CRMs.

Including CRM and Marketing Automation tools in one platform, it’s easy to market better, sell more, and create customers for life.

With over 35+ years in business, Act! has unparalleled industry know-how reflected in a robust, customizable CRM solution that is easily scalable as your business grows.

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  • Users close 28% more deals on average
  • Provides 24/7 live support on all plans
  • Trello, Slack & Teams integrations
9
Visit Pipedrive

Pipedrive is a CRM system with a focus on usability.

The app’s clean interface supports a tidy visual pipeline – viewable from the ‘deals’ screen. Pipedrive has preset stages but you can easily edit their name, add, and remove them to create a custom pipeline that accurately reflects your unique customer relationships.

It might take a more dialed-back approach but sophisticated CRM tools are still available with Pipedrive.

And, thanks to its user-focussed design, you won’t have to suffer through complicated set up processes for new functions.

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  • Flexible CRM Software
  • Small business to enterprise
  • Filter to suit workflow
8.6
Visit monday.com

Monday.com might be primarily known as a project management tool, but it’s also a full-featured CRM tool thanks to its fantastically customisable interface and huge arsenal of creative tools.

We identified monday’s top strengths as usability, customisation, and pricing. That’s because its an incredibly easy-to-use system that is also very wallet-friendly.

Once you sign up, you’re prompted to fill out a user-profile. This includes identifying an area you’d like to focus on (contact management, sales pipeline etc.).

The app is organised around a simple traffic-light system that categorises your workflow as either green (it’s completed), orange (I’m working on it), or red (I’m stuck), helping you to design a system that personalises the status of every customer relationship.

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