September 19, 2023

Harnessing the power of AI in CRM

What is CRM? What is AI?

In today’s rapidly evolving business landscape, customer-centricity has become the cornerstone of success. As organizations strive to meet the ever-increasing demands and expectations of their customers, the need for effective Customer Relationship Management (CRM) strategies has never been more crucial.  

But how can businesses truly understand and engage with their customers on a deeper level? Enter Artificial Intelligence (AI), the game-changing technology that has the potential to revolutionize the way organizations interact with their customers. In simple terms, AI refers to the simulation of human intelligence in machines that can learn, reason, and make decisions. When combined with CRM, the possibilities can be endless, but only with an expert partner to leverage the two together.

At Schaefer, we strategically employ the AI tools in CRM on behalf of our clients, enabling them to decrease their manual workload, transform their customer interactions, enhance personalization, and ultimately drive growth. 

Where can we use AI in CRM?

With AI technology rapidly evolving, there are still many mysteries to unravel about its potential applications. In the past year, leading CRM platforms have already released a number of AI tools with a multitude of advancements on the horizon. 

These AI tools can be applied to various aspects within the CRM systems under the guidance of an expert agency like Schaefer, to change the way businesses manage their data, plan marketing strategies, and interact with their customers – for the better.

  1. AI algorithms can crunch through vast amounts of customer data to identify patterns, preferences, and trends, enabling businesses to deliver personalized experiences at scale. These tools, like Salesforce Einstein and Klaviyo & Mailchimp Predictive Analytics, not only increase efficiency but also foster innovation, by uncovering valuable insights that can guide strategic decision-making and lead to increased conversions and improved email engagement.
  1. AI can also be utilized to generate content, for emails, landing pages, customer support, and more. These AI systems, like Hubspot Content Assistant, Klaviyo Subject Line Assistant, and Mailchimp’s Email Content Generator, are highly beneficial for marketers as it saves time and resources, while also ensuring a consistent and high-quality output and improved customer satisfaction. 
  1. AI can even help keep data clean and organized in a CRM. AI such as Hubspot ChatSpot.Ai, Hubspot Data Cleansing, and Klaviyo Guided Warming help to provide marketers with accurate and reliable data, enabling them to make informed decisions and personalize marketing strategies effectively.

Lean on the experts

With AI’s ability to automate, analyze, and create, the possibilities for enhancing CRM processes and marketing campaigns are limitless. And with the array of existing tools available now, your business can already harness the benefits of this synergy. 

However, as AI systems are still learning, there might occasionally be delays or incomplete requests, and it’s also possible that some information or results may not be entirely accurate. Therefore, it’s important to proceed cautiously and rely on an experienced agency like Schaefer. 

Consider AI as an additional tool in the toolkit, that when skillfully utilized by the experts, can add speed and agility to data analysis, content generation, and data cleansing. At Schaefer, the collective marketing prowess of our team allows us to expertly leverage the AI tools within CRM systems to drive increasing success and efficiency in achieving the goals of our clients.