Traditional customer relationship management (CRM) solutions are already great at keeping all of your customer data on one easily accessible platform.
When you throw artificial intelligence into the mix, your CRM unlocks more efficiency and further boosts your productivity. With the power of AI, your team can skip repetitive tasks and focus more on building strong customer relationships.
However, choosing the right AI-powered CRM can be tricky. There are multiple AI CRM tools out there, and not all of them will meet your requirements. So, which options should you consider, and how do you pick the one that best suits your organization?
Understanding AI-Powered CRM Tools: Key Features and Benefits
An AI-powered CRM is like your traditional customer relationship management system but with a smart upgrade. Instead of just bringing all of your customer data onto one platform, it leverages artificial intelligence to automate CRM tasks, quickly analyze large volumes of customer data, and streamline customer interactions.
New AI Capabilities Transforming CRM Systems
Here are the key features to look for in an AI CRM tool:
- Generative AI: This feature enables you to produce professional content faster than relying on human effort alone. For a piece of content that would take someone hours to create manually, generative AI can crank it out in minutes, increasing your efficiency and improving your productivity. You can use the technology to write follow-up emails, rewrite existing content, or even tailor AI copy to your target audience’s needs.
- Machine learning (ML): ML algorithms can analyze customer data to reveal trends and complex patterns that may not be readily visible to the human eye. You can then use the valuable insights to recommend products or services that are personalized to each customer’s preferences.
- Natural language processing: This capability enables the AI in a CRM tool to understand human language. That way, sales reps can use plain English (instead of a programming language) to ask an AI solution to answer a question or complete a task.
- Predictive analysis: The AI in CRM tools can analyze data and generate actionable insights for customer behavior, marketing trends, and sales forecasting.
- Automation: AI automation tools, including chatbots and virtual assistants, can tackle common customer questions anytime. As a result, your buyers get the support they require whenever needed, even after business hours. Plus, your sales and customer support teams can focus more on strategic activities instead of spending hours on tasks that can be automated.
Top 5 AI CRM Tools for Businesses in 2024
Looking for the right AI-powered customer relationship management system?
Don’t just go with the first CRM you bump into in the software market. Instead, evaluate several AI tools for businesses to see how they hold up against one another and then choose the most suitable one.
Here are some of the best AI CRM tools you can compare before picking the right one for your needs.
Salesforce
Salesforce”s AI capabilities come from Einstein, a powerhouse of artificial intelligence. You can use it to research potential customers, quickly extract actionable insights from your sales data, and make data-driven predictions.
The CRM integrates with the apps that nearly every business uses daily, such as Google Workspace, Slack, and QuickBooks.
Top Features
- Generative AI for transcribing sales calls, writing emails, and more
- AI forecasting to anticipate customer behavior and sales opportunities
- AI-powered automated contacts for automatically adding new prospects to your CRM
- Einstein lead scoring to prioritize the potential buyers who are most likely to convert
Microsoft Dynamics 365
Microsoft Dynamics 365 provides interactive AI-powered assistance for different business functions, including supply chain, marketing, customer service, and sales teams. It helps professionals complete time-consuming tasks faster and get insights from their data hassle-free.
Top Features
- Summarize emails, sales calls, and customer meetings with AI to save time
- Explore your CRM data with AI to increase your efficiency
- Use natural language to easily and quickly create audience segments in your CRM
- Get predictive insights to streamline your supply chain processes and your marketing strategies
HubSpot
HubSpot is an AI-powered CRM that integrates with hundreds of other business solutions. It connects your sales, marketing, content, and customer service teams through a central platform that acts as the single source of truth.
Top Features
- AI-powered prospecting for reaching out to your prospects with a tailored message
- Generative AI for writing social media posts, blog posts, landing pages, and other forms of sales or marketing content
- AI customer agent that responds to website visitors with responses based on your knowledge base and blog posts
Zoho CRM
Zia is your AI-powered virtual assistant in Zoho CRM. Whether you need to gather customer data, write emails, or crunch sales numbers, this tool will do the heavy lifting for you. It’s like having a personal helper who takes care of your administrative tasks so you can focus on what matters most — strengthening the customer-brand connection.
Top Features
- AI predictions for forecasting how likely prospects are to buy, convert, or miss a payment
- AI recommendations for products you can upsell and cross-sell to boost your revenue
- AI-powered customer service to prioritize urgent customer inquiries and answer them with AI-suggested responses drawn from your knowledge base
- Custom AI workflows that automate your team’s most time-consuming tasks
SugarCRM
If you’re looking for a CRM that helps you work smarter, not harder, SugarCRM might be just what you need. With its AI tool, SugarPredict, you can analyze data to make predictions, like which customers might churn. Plus, it’s easy to use and customizable to fit your business.
Top Features
- AI data analysis that helps you identify hidden patterns and trends in your customer data
- AI forecasting for more accurate, data-driven sales predictions and next steps
- AI-powered lead scoring to prioritize the potential customers who are more likely to become buyers
How to Choose the Right AI CRM for Your Business
What factors should you consider when choosing the best customer relationship management software for your business?
Scalability
Make sure your AI CRM can grow with your business. You want a system that can handle more customers, data, and users as you expand without slowing down or getting too complicated.
Integration Capabilities
Your AI CRM should easily connect with the tools you already use. When a CRM platform seamlessly integrates with your email solution, AI marketing tools, and sales platform, it’s easy to unify information from different systems across your organization.
Cost-Efficiency
Look for an AI CRM that fits your budget but still has all the features you need in your sales process. It should help you save time and money, not drain your resources with hidden costs or premium features you won’t use.
Security
Depending on your industry and where you operate, you may need to follow strict data protection and privacy regulations, like:
- General Data Protection Regulation (GDPR)
- California Consumer Privacy Act (CCPA)
- Health Insurance Portability and Accountability Act (HIPAA)
Choose an AI CRM that complies with all applicable data protection regulations. This means using a CRM with robust security features like data encryption, access controls, and regular software updates.
Improve Your Customer Satisfaction With LOVO AI
The AI in the top CRM tools streamlines the customer experience and boosts your satisfaction through automated follow-ups and around-the-clock customer service.
Another effective but often-overlooked way to improve your customer satisfaction is via a text-to-speech tool. With a powerful AI voice generator like Genny from LOVO AI, you can be available on call anytime through automated, human-like AI voiceovers.
AI voiceovers allow you to quickly and efficiently handle large volumes of customer inquiries, shortening the time it takes to get back to prospects who need help.
Try Genny for free today to see how it can improve your customer service.
