#AI-powered CRM

[technologyequality]

Automate Your Client Follow-Ups in 5 Minutes: AI-Powered Sales on Autopilot

Automate Your Client Follow-Ups in 5 Minutes AI-Powered Sales on Autopilot Picture this: You have a solid discovery call with a potential client. They’re excited, you’re excited, and then… nothing. The deal sits in limbo, collecting dust in your CRM because you got busy, life happened, and you forgot to follow up. Sound familiar? It happens to the best of us. But here’s the truth: Follow-up…

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Grow revenue with our AI-powered CRM solutions. Discover how AI-driven CRMs are transforming customer relationships in 2025 with advanced automation, insights, and personalized experiences. Connect and schedule a free LionO360 CRM demo today!

[jcmarchi]

AI in CRM: 5 Ways AI is Transforming Customer Experience

New Post has been published on https://thedigitalinsider.com/ai-in-crm-5-ways-ai-is-transforming-customer-experience/

AI in CRM: 5 Ways AI is Transforming Customer Experience

In today’s digital world, delivering a robust customer experience has become integral to any business, with hyper-personalization as a new standard.

Nearly every company offers a digital product now, and organizations strive to deliver a seamless customer experience at every touchpoint in the customer journey.

CRM platforms are efficiently designed to handle these customer service-related needs. Moreover, modern CRM systems also leverage artificial intelligence (AI) to enhance the functionalities of CRM tools.

According to recent Customer Behavior Statistics, 91% of companies use AI in their CRM systems, and 42% have already implemented AI in their CRM strategy.

In this article, we will see how AI is transforming CRM platforms and why they have become necessary to adopt.

The Need for AI in CRM

Customer expectations are at an all-time high, and they expect seamless personalization of their experience at every touch point. However, as the data grows, managing and acting on it will become more complex.

AI in CRM platforms is infused to address these data-related complexities. AI ingests and analyzes huge amounts of data in real-time to predict customers’ needs. The powerful synergy of AI in CRM platforms enhances overall business operations and helps build stronger customer connections.

Traditional CRMs have limitations in terms of data gathering and managing external workflows. They provide insights based on data that is manually integrated and often tweaked.

On the other hand, AI-powered CRMs are faster and provide actionable insights based on real-time data. The collected data is more accurate, which leads to better customer information. On the operations front, it enables data democratization and ensures data governance.

5 Key Ways AI is Transforming CRM

Integrating AI in CRM systems has become a secret weapon in enhancing customer engagement and retention. Companies using AI-driven CRM tools see a 29% increase in sales.

Let’s see how AI is transforming customers’ relationship platforms.

Personalized Customer Experience

AI-powered CRMs provide in-depth customer insights and forecast customer behavior using predictive analytics techniques. With an in-depth view of leads and conversions, intelligent CRM suggests personal customer recommendations based on their preferences.

Additionally, with all this information about customer preferences, sales and marketing teams can target customers with precision.

Routine tasks Automation

AI CRMs are designed to automate routine tasks, such as customer behavior analysis, data entry, customer follow-up emails, delivery status, sales entries, etc. Automation saves time while allowing teams to focus on strategic planning and innovation.

With real-time customer interactions and automated replies, companies can also mitigate the risks associated with manual procedures. Moreover, companies using AI-driven CRM tools show a 29% increase in sales and 25% in customer satisfaction.

By leveraging machine learning algorithms, companies can prioritize leads, schedule follow-ups, and handle customer service queries accurately.

Enhanced Analytics

AI in CRM platforms can take analytics to new heights. By leveraging ML and natural language processing (NLP) techniques, CRM platforms can collect raw data from disparate sources, such as purchase patterns, customer interactions, buying behavior, and purchasing history.

Data ingested from all these sources, coupled with predictive capability, generates unmatchable analytics. These enhanced analytics anticipate businesses to target customers more accurately, allowing businesses to:

Optimize marketing campaigns

An in-depth look into business metrics, such as

Strategize for proactive customer service

Better Sentiment Analysis

Sentiment analysis should be the top priority when choosing an AI-based CRM. It leverages the power of NLP techniques to analyze the customer’s tone, level of urgency, and intent.

When it comes to customer services, sentiment analysis plays a vital role.

For instance, Zoho CRM’s AI assistant, Zia, analyzes customers’ emails and chat messages, segmenting them into positive, negative, and neutral. Once a negative customer tone is detected, the message is prioritized so the support team can address the issue quickly.

Moreover, this capability also improves overall customer retention and proactively resolves pain points.

Continuous Improvement

AI-based CRMs can handle large amounts of data continuously. They’re always learning based on real-time data ingestion from disparate touchpoints, allowing businesses to proactively refine their customer retention strategies.

By leveraging ML algorithms, organizations can optimize their processes and drive ongoing improvements in customer relationship management.

Challenges 0f AI in CRM Adoption

The integration of AI in CRM brings new ways to handle customer relationships, but its integration comes with some definite challenges that might hinder performance.

That’s why it’s necessary to address these roadblocks. Some of the difficulties that organizations confront during the adoption of AI-CRMs may include:

Data Privacy & Governance

AI-based CRMS operates on vast amounts of data collected from multiple customer touchpoints. Therefore, concerns about data privacy might emerge at any stage. However, relevant compliance and data governance policies should be in place to address data privacy concerns.

Data Quality and Integration

For AI-based CRMs, robust data integration tools must be integrated with supportive underlying infrastructure. Without the availability of quality data, the investment in AI CRM initiatives will not yield the expected results.

Therefore, data pipelines and underlying infrastructure should be capable of supporting AI-based CRMs.

Training and Resource Enablement

AI-based CRMs are expensive initiatives, so effective utilization should be a top priority. However, inadequate training and resource enablement can lead to wasted investment.

To avoid this, companies should arrange comprehensive employee training to improve skills and gain new knowledge to use AI systems optimally.

The Future of AI in CRM

Today, interacting with customers is more than a call center initiative. AI-powered CRMs can deliver hyper-personalized and efficient solutions in real-time by anticipating customer needs through predictive analytics.

Additionally, teams can accelerate trend identification, issue resolution, and sales optimizations with AI systems.

Visit unite.ai for the latest trends on AI, CRMs, and the latest technology.

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*astTECS offers world-class enterprise unified communication solutions based on Open Source Tech. We provide IP PBX, CCD, IVR, VoIP minutes, Voice logger, PA Systems, CRM solutions & more.

[kamalkafir-blog]

Finance Analyst - Portfolio Monitoring

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[full-stackmobiledeveloper]

The Future of Food Delivery Apps: Why POS & CRM Integration Is the Ultimate Growth Catalyst in 2025

The aroma of opportunity is stronger than ever in the U.S. food delivery sector as we cruise through 2025, yet so is the intensity of competition. What began as a simple grab-and-go convenience has rapidly evolved into a sophisticated, consumer-driven experience. For any forward-thinking food delivery app development company, merely connecting diners with local eateries is no longer a path to sustainable success. The strategic bedrock for navigating this dynamic landscape and truly catalyzing app development for food business growth lies in one powerful synergy: the seamless integration of Point-of-Sale (POS) and Customer Relationship Management (CRM) systems.

This isn't just about a new tech trend; it's a fundamental shift in how restaurants and delivery platforms operate, interact with customers, and ultimately thrive. In a market where options abound, the true differentiator isn't just what you deliver, but how intelligently you understand, serve, and retain your patrons. This deep dive will explore why POS + CRM integration is poised to be the ultimate growth catalyst for on demand food delivery app development and why embracing it is non-negotiable for any business aiming to lead in this competitive space.

The 2025 Landscape: Beyond the Basic Order

The American consumer in 2025 is digitally fluent and exceptionally discerning. They expect more than just a convenient transaction; they demand a personalized, transparent, and effortlessly smooth experience from start to finish. This translates into key expectations for food delivery:

Hyper-Personalization: Generic offers are ignored. "Welcome back, Sarah!" alongside tailored recommendations is the new standard.

Real-Time Transparency: Customers want to know precisely when their meal will arrive, with granular tracking from kitchen to doorstep.

Seamless Problem Resolution: If an issue arises, they expect swift, empathetic support with minimal hassle.

Value-Driven Loyalty: Loyalty programs should genuinely reward their consistent patronage with perks that feel personal and valuable.

For restaurants and the platforms that facilitate their deliveries, meeting these rising expectations while maintaining profitability is a constant balancing act. Relying on fragmented systems—a POS for in-house orders, a separate tablet for online delivery platforms, and disconnected customer databases—creates significant data silos. These silos lead to operational inefficiencies, costly errors, and, most critically, a disjointed customer experience. This highlights the urgent need for comprehensive food delivery app development services that prioritize true integration.

Deconstructing the Catalyst: What POS & CRM Bring to the Table

Before we delve into the transformative power of their integration, let's briefly revisit the core functions of these two essential systems:

The POS (Point of Sale): Your Operational Command Center. Far beyond a simple cash register, a modern POS is the central nervous system of a restaurant. It manages sales transactions, processes orders (whether dine-in, takeout, or delivery), tracks inventory, handles menu updates, adjusts pricing, and often integrates directly with kitchen display systems (KDS) to streamline food preparation. It’s about ensuring smooth, accurate fulfillment.

The CRM (Customer Relationship Management): Your Customer Intelligence Hub. This system is singularly focused on understanding, engaging, and nurturing customer relationships. It collects vital customer data, tracks interactions across all touchpoints, logs preferences, manages feedback, and facilitates personalized communication campaigns. It's designed to build loyalty and drive repeat business.

Individually, these are powerful tools. But the real magic, the true "catalyst for growth" for any food delivery app development company, emerges when these two systems become one cohesive, intelligent entity. This integration means that every sale, every customer interaction, every menu item, and every piece of feedback flows into a single, centralized database. This unified "single source of truth" empowers intelligent decision-making and fosters unparalleled personalization.

The Unstoppable Synergy: How Integration Drives Growth

The benefits of integrating POS and CRM permeate every layer of the food delivery ecosystem, from back-of-house operations to the customer’s doorstep, profoundly impacting every food delivery application development strategy.

A. Operational Mastery: The Engine of Efficiency and Accuracy

The immediate and tangible impact of POS + CRM integration is felt in streamlined operations and significantly reduced friction.

Real-time Order Synchronization: Imagine a customer in San Francisco placing an order via your on demand food delivery app development solution. With deep integration, that order doesn't just appear on a separate tablet. It's instantly routed to the restaurant's integrated POS system, flowing directly to the Kitchen Display System (KDS). This eliminates manual data entry errors, drastically accelerates food preparation, and ensures order accuracy, leading to faster delivery times and a superior customer experience.

Dynamic Inventory & Menu Management: Is that popular seasonal dish out of stock? Did a new special just launch? An integrated system ensures that any change made in the POS (e.g., an item going out of stock, a price adjustment, or a new promotional combo) is immediately reflected across all platforms, including your food delivery application development. This proactive management prevents frustrating order cancellations due to unavailability, minimizes food waste, and optimizes ingredient purchasing, which is critical for custom food delivery software solutions aimed at boosting profitability.

Optimized Logistics & Dispatch: By combining real-time order data from the POS with customer location and historical delivery data from the CRM, integrated systems can dynamically optimize delivery routes, efficiently assign drivers, and provide precise estimated delivery times. For businesses operating their own delivery fleet, this translates into significant savings on fuel and labor costs, enhancing the overall efficiency of their food delivery app development services.

Unified Reporting & Analytics: No more piecing together disparate spreadsheets. All sales data—whether from dine-in, takeout, or app delivery—is consolidated into a single, comprehensive dashboard. This provides a holistic view of business performance, allowing for granular analysis of peak hours, top-selling items across channels, average order values, and revenue breakdowns. Such insights are invaluable for strategic menu engineering, optimized staffing, and identifying new avenues for growth.

B. Hyper-Personalization: The Heart of Customer Loyalty

This is where the CRM truly leverages the POS data to craft compelling, personalized customer experiences—the cornerstone of modern food delivery app development.

The 360-Degree Customer Profile: Every interaction, every order, every preference, every complaint—it’s all in one centralized profile. This comprehensive view allows your app to truly "know" the customer. Did Sarah prefer vegan options last week? Does she always add extra hot sauce? Has she ever had an issue with a delivery? This rich data pool informs every future interaction.

Intelligent Recommendations & Offers: Generic promotions are a thing of the past. With integrated data, your app can offer AI-driven recommendations ("Customers who ordered this also enjoyed X"), personalized discounts on their favorite items, birthday treats, or even remind them of past orders. Imagine a message like, "Welcome back, Sarah! Your usual order is ready for a quick re-order, plus check out our new dessert pairing!" This level of tailored engagement dramatically boosts conversion rates and cultivates genuine loyalty.

Seamless Loyalty Programs: Managing loyalty points, tiers, and rewards becomes effortless. Points accrue automatically with each purchase (thanks to POS data), and customers can view and redeem rewards seamlessly through the app (powered by CRM functionality). This fosters a sense of value and belonging, turning one-time buyers into loyal patrons and enhancing customer lifetime value.

Proactive Customer Service: When a customer needs support, the service agent has immediate access to their entire profile: past orders, preferences, and any previous issues. This empowers rapid, informed, and empathetic problem-solving, turning potential frustrations into opportunities for building stronger relationships. A proactive system can even identify potential delays based on kitchen queues and notify the customer before they even call, vastly improving satisfaction.

Precision-Targeted Marketing Campaigns: With rich customer segmentation powered by integrated data, marketing teams can craft highly effective, personalized campaigns. Instead of broad-stroke advertising, imagine sending a push notification about a new gluten-free option only to customers who frequently filter for dietary restrictions, or a weekend discount to those who typically order on Sundays. This precision maximizes ROI on marketing spend, a critical factor for food delivery app development companies vying for market share.

C. Scalability and Innovation: Building for Tomorrow

The integrated foundation is not just about current efficiency; it's about future-proofing your food delivery app development efforts.

Agility in Feature Deployment: A unified data structure simplifies the development and deployment of new features. Want to introduce a subscription meal plan? Or perhaps a new virtual brand operated out of a ghost kitchen? The integrated system ensures that new services seamlessly tie into existing operations and customer data, allowing for rapid innovation and responsiveness to market trends.

Multi-Location Management: For restaurant chains or platforms expanding their footprint across different cities, consistent data across multiple locations is vital. An integrated POS + CRM ensures uniform menu management, pricing, promotions, and customer service standards across all outlets, simplifying scaling efforts and maintaining brand consistency.

AI/ML Readiness: The clean, comprehensive dataset generated by integrated POS and CRM systems is the perfect fuel for advanced Artificial Intelligence (AI) and Machine Learning (ML) algorithms. This enables truly predictive analytics for demand forecasting, dynamic pricing based on real-time factors like weather or local events, sophisticated customer lifetime value (CLV) modeling, and even voice-activated ordering systems, pushing the boundaries of food delivery application development.

The Road Ahead: Navigating the Integration Journey

While the benefits are transformative, implementing an integrated POS and CRM system requires strategic planning and investment.

Initial Investment: The upfront cost of developing, integrating, or migrating to robust systems can be substantial. However, it's crucial to view this as a strategic investment that yields significant long-term ROI through increased efficiency, reduced errors, and enhanced customer loyalty.

Data Migration & Compatibility: Transitioning existing data from disparate legacy systems can be complex. Choosing vendors with strong API capabilities and potentially engaging expert food delivery app development services for data migration is paramount to ensure data integrity and a seamless transition.

Security & Data Privacy: Handling vast amounts of sensitive customer data demands robust cybersecurity measures and strict adherence to data protection regulations. In the U.S., various state-level laws (like the CCPA in California) and federal regulations emphasize the critical importance of secure data handling and privacy by design in custom food delivery software solutions. Trust is fundamental to customer relationships.

Vendor Selection & Training: Choosing the right POS and CRM vendors that offer proven integration capabilities and comprehensive support is vital. Equally important is thorough training for all staff—across operations, marketing, and customer service—to ensure maximum utilization of the new integrated system.

Conclusion: The Integrated Future is Now

In 2025, the U.S. food delivery industry is a marathon, not a sprint. Success hinges not just on speed, but on intelligence, resilience, and a profound understanding of the customer. The strategic integration of POS and CRM systems is the ultimate growth catalyst because it unlocks unprecedented operational efficiency, fuels hyper-personalized customer experiences, and builds a scalable foundation for future innovation.

For any food delivery app development company or restaurant serious about cementing its place in the market, embracing this integrated approach is no longer an option—it's the strategic imperative. It's about moving beyond simply delivering food to delivering an integrated, intelligent, and deeply personal culinary journey that keeps customers coming back for more. The future of food delivery application development is here, and it’s seamlessly connected.

[getoncrm]

Switching to Agentforce CRM: Smarter Sales & Support Automation

Explore how Agentforce AI CRM software streamlines business workflows with AI-powered sales automation, AI-powered customer service automation, and omnichannel customer support automation—all powered by GetOnCRM’s Salesforce integration services.

[getoncrm-salesforce-insights]

Agentforce CRM vs. Legacy Systems: Why AI-Powered CRM Is the Future of Sales and Support

If your team still relies on legacy CRM systems for managing customer relationships, chances are, they’re struggling with slow processes, disconnected channels, and repetitive manual tasks. What worked 10 years ago simply isn’t enough in 2025. That’s why more companies are switching to Agentforce AI CRM software—an advanced solution designed to deliver AI-powered sales automation and AI-driven customer service tools that legacy systems simply can’t match.

Here’s the reality: manual lead scoring and traditional support ticketing slow down business. Agentforce CRM services, powered by Salesforce integration services, eliminate these outdated methods. With intelligent virtual assistants, automated sales workflows, and predictive customer behavior analysis, sales teams can close deals faster, and support agents can resolve issues in real time.

Unlike legacy platforms, Agentforce AI CRM software doesn’t just store data—it actively learns from it. For example, retail businesses can use Salesforce Health Cloud services for customer insights, while finance companies benefit from predictive lead scoring automation built into AI CRM software. Even industries like healthcare and manufacturing now rely on automation for customer service across multiple channels to handle inquiries via chat, email, voice, and social platforms.

The shift is simple: businesses today demand faster service, personalized sales journeys, and smarter systems. GetOnCRM’s Agentforce CRM services help companies make that shift, combining Salesforce Service Cloud services with AI-powered CRM tools that are scalable and future-ready.

If your sales and support teams continue to rely on manual processes and fragmented platforms, it's time to upgrade.

Are you curious about how Agentforce CRM surpasses legacy systems? read the blog.

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🤖 Discover how Xrm.Copilot is revolutionizing Dynamics 365 CE with AI! Learn about its key capabilities, integration with the Xrm API, and how developers can build smarter model-driven apps. Boost CRM productivity with conversational AI. #Dynamics365 #Copilot #PowerPlatform #XrmAPI #CRM #AI

[kanhasoft]

How AI-Powered CRM Solutions are Revolutionizing Modern Businesses

In today’s fast-paced digital environment, businesses need smarter tools to manage customer relationships efficiently. This is where AI-powered CRM solutions are transforming the game.

Unlike traditional CRM systems, AI-integrated CRMs help businesses automate customer interactions, analyze data patterns, and offer real-time insights to make informed decisions. The demand for such smart solutions is rising, especially among enterprises aiming to boost customer satisfaction and streamline operations.

One of the reliable partners for building custom AI-powered CRM and ERP solutions is KanhaSoft. With years of expertise in developing intelligent, scalable, and user-friendly software, KanhaSoft is enabling businesses worldwide to leverage the true potential of AI in customer management.

Whether you are a startup or an enterprise, choosing the right development partner is essential for digital growth. KanhaSoft’s tailored CRM solutions are built to scale, adapt, and evolve with your business needs.

[precallai]

Inside the AI Based Contact Center with Tools Tech and Trends

Introduction

The evolution of customer service has entered a new era with the rise of the AI based contact center. No longer just a support line, today’s contact centers are intelligent, data-driven hubs that utilize artificial intelligence to deliver personalized, efficient, and scalable customer interactions. As businesses race to stay ahead of the curve, understanding the essential tools, technologies, and emerging trends that power AI-driven contact centers becomes crucial. This article explores how AI is transforming contact centers and what lies ahead for this innovative landscape.

The Rise of the AI Based Contact Center

Traditional contact centers, though essential, have long suffered from inefficiencies such as long wait times, inconsistent service, and high operational costs. AI-based contact centers are solving these issues by automating routine tasks, predicting customer needs, and delivering omnichannel support.

AI technology, such as machine learning, natural language processing (NLP), and robotic process automation (RPA), is now integrated into contact center platforms to enhance agent productivity and customer satisfaction.

Essential Tools Driving AI Based Contact Centers

1. AI-Powered Chatbots and Virtual Agents

Chatbots are the most visible AI tool in contact centers. These virtual assistants handle customer queries instantly and are available 24/7. Advanced bots can handle complex conversations using NLP and deep learning, reducing human intervention for repetitive inquiries.

2. Intelligent Interactive Voice Response (IVR) Systems

Modern IVR systems use voice recognition and AI to route calls more accurately. Unlike traditional menu-based IVRs, intelligent IVRs can interpret natural language, making customer interactions smoother and faster.

3. Speech Analytics Tools

AI-driven speech analytics tools analyze live or recorded conversations in real time. They extract keywords, sentiments, and emotional cues, offering insights into customer satisfaction, agent performance, and compliance issues.

4. Workforce Optimization (WFO) Platforms

AI helps optimize staffing through forecasting and scheduling tools that predict call volumes and agent availability. These platforms improve efficiency and reduce costs by aligning workforce resources with demand.

5. CRM Integration and Predictive Analytics

By integrating AI with CRM systems, contact centers gain predictive capabilities. AI analyzes customer data to forecast needs, recommend next-best actions, and personalize interactions, leading to higher engagement and retention.

Core Technologies Enabling AI Based Contact Centers

1. Natural Language Processing (NLP)

NLP allows machines to understand, interpret, and respond in human language. This is the backbone of AI-based communication, enabling features like voice recognition, sentiment detection, and conversational AI.

2. Machine Learning and Deep Learning

These technologies enable AI systems to learn from past interactions and improve over time. They are used to personalize customer interactions, detect fraud, and optimize call routing.

3. Cloud Computing

Cloud platforms provide the infrastructure for scalability and flexibility. AI contact centers hosted in the cloud offer remote access, fast deployment, and seamless integration with third-party applications.

4. Robotic Process Automation (RPA)

RPA automates repetitive tasks such as data entry, ticket generation, and follow-ups. This frees up human agents to focus on more complex customer issues, improving efficiency.

Emerging Trends in AI Based Contact Centers

1. Hyper-Personalization

AI is pushing personalization to new heights by leveraging real-time data, purchase history, and browsing behavior. Contact centers can now offer customized solutions and product recommendations during live interactions.

2. Omnichannel AI Integration

Customers expect consistent service across channels—phone, email, chat, social media, and more. AI tools unify customer data across platforms, enabling seamless, context-aware conversations.

3. Emotion AI and Sentiment Analysis

Emotion AI goes beyond words to analyze voice tone, pace, and volume to determine a caller's emotional state. This data helps agents adapt their responses or triggers escalations when needed.

4. Agent Assist Tools

AI now works hand-in-hand with human agents by suggesting responses, summarizing calls, and providing real-time knowledge base access. These agent assist tools enhance productivity and reduce training time.

5. AI Ethics and Transparency

As AI becomes more prevalent, companies are increasingly focused on responsible AI usage. Transparency in how decisions are made, data privacy, and eliminating bias are emerging priorities for AI implementation.

Benefits of Adopting an AI Based Contact Center

Businesses that adopt AI-based contact centers experience a variety of benefits:

Improved Customer Satisfaction: Faster, more accurate responses enhance the overall experience.

Cost Reduction: Automation reduces reliance on large human teams for repetitive tasks.

Increased Scalability: AI can handle spikes in volume without compromising service quality.

Better Insights: Data analytics uncover trends and customer behaviors for better strategy.

Challenges in AI Based Contact Center Implementation

Despite the advantages, there are challenges to be aware of:

High Initial Investment: Setting up AI tools can be capital intensive.

Integration Complexities: Integrating AI with legacy systems may require customization.

Change Management: Staff may resist AI adoption due to fear of replacement or complexity.

Data Security and Compliance: AI systems must adhere to data protection regulations like GDPR or HIPAA.

Future Outlook of AI Based Contact Centers

The future of AI-based contact centers is promising. As technology matures, we can expect deeper personalization, more intuitive bots, and stronger collaboration between human agents and AI. Voice AI will become more empathetic and context-aware, while backend analytics will drive strategic decision-making.

By 2030, many experts predict that AI will handle the majority of customer interactions, with human agents stepping in only for high-level concerns. This hybrid model will redefine efficiency and service quality in the contact center industry.

Conclusion

The AI based contact center is transforming how businesses interact with customers. With powerful tools, cutting-edge technologies, and evolving trends, organizations are reimagining the contact center as a strategic asset rather than a cost center. By investing in AI, companies can enhance customer experiences, improve operational efficiency, and stay competitive in an increasingly digital marketplace. The time to explore and adopt AI contact center solutions is now—because the future of customer support is already here.

[liono360crmdemo]

LionO360 Cloud CRM helps you grow your business, reduce risks, and work smarter. Boost sales, manage customers easily, and stay organized. Try our AI-powered CRM—schedule your free demo today! For more information call us at +1 609-281-5272 Read more:

[jcmarchi]

Ganesh Shankar, CEO & Co-Founder of Responsive – Interview Series

New Post has been published on https://thedigitalinsider.com/ganesh-shankar-ceo-co-founder-of-responsive-interview-series/

Ganesh Shankar, CEO & Co-Founder of Responsive – Interview Series

Ganesh Shankar, CEO and Co-Founder of Responsive, is an experienced product manager with a background in leading product development and software implementations for Fortune 500 enterprises. During his time in product management, he observed inefficiencies in the Request for Proposal (RFP) process—formal documents organizations use to solicit bids from vendors, often requiring extensive, detailed responses. Managing RFPs traditionally involves multiple stakeholders and repetitive tasks, making the process time-consuming and complex.

Founded in 2015 as RFPIO, Responsive was created to streamline RFP management through more efficient software solutions. The company introduced an automated approach to enhance collaboration, reduce manual effort, and improve efficiency. Over time, its technology expanded to support other complex information requests, including Requests for Information (RFIs), Due Diligence Questionnaires (DDQs), and security questionnaires.

Today, as Responsive, the company provides solutions for strategic response management, helping organizations accelerate growth, mitigate risk, and optimize their proposal and information request processes.

What inspired you to start Responsive, and how did you identify the gap in the market for response management software?

My co-founders and I founded Responsive in 2015 after facing our own struggles with the RFP response process at the software company we were working for at the time. Although not central to our job functions, we dedicated considerable time assisting the sales team with requests for proposals (RFPs), often feeling underappreciated despite our vital role in securing deals. Frustrated with the lack of technology to make the RFP process more efficient, we decided to build a better solution.  Fast forward nine years, and we’ve grown to nearly 500 employees, serve over 2,000 customers—including 25 Fortune 100 companies—and support nearly 400,000 users worldwide.

How did your background in product management and your previous roles influence the creation of Responsive?

As a product manager, I was constantly pulled by the Sales team into the RFP response process, spending almost a third of my time supporting sales instead of focusing on my core product management responsibilities. My two co-founders experienced a similar issue in their technology and implementation roles. We recognized this was a widespread problem with no existing technology solution, so we leveraged our almost 50 years of combined experience to create Responsive. We saw an opportunity to fundamentally transform how organizations share information, starting with managing and responding to complex proposal requests.

Responsive has evolved significantly since its founding in 2015. How do you maintain the balance between staying true to your original vision and adapting to market changes?

First, we’re meticulous about finding and nurturing talent that embodies our passion – essentially cloning our founding spirit across the organization. As we’ve scaled, it’s become critical to hire managers and team members who can authentically represent our core cultural values and commitment.

At the same time, we remain laser-focused on customer feedback. We document every piece of input, regardless of its size, recognizing that these insights create patterns that help us navigate product development, market positioning, and any uncertainty in the industry. Our approach isn’t about acting on every suggestion, but creating a comprehensive understanding of emerging trends across a variety of sources.

We also push ourselves to think beyond our immediate industry and to stay curious about adjacent spaces. Whether in healthcare, technology, or other sectors, we continually find inspiration for innovation. This outside-in perspective allows us to continually raise the bar, inspiring ideas from unexpected places and keeping our product dynamic and forward-thinking.

What metrics or success indicators are most important to you when evaluating the platform’s impact on customers?

When evaluating Responsive’s impact, our primary metric is how we drive customer revenue. We focus on two key success indicators: top-line revenue generation and operational efficiency. On the efficiency front, we aim to significantly reduce RFP response time – for many, we reduce it by 40%. This efficiency enables our customers to pursue more opportunities, ultimately accelerating their revenue generation potential.

How does Responsive leverage AI and machine learning to provide a competitive edge in the response management software market?

We leverage AI and machine learning to streamline response management in three key ways. First, our generative AI creates comprehensive proposal drafts in minutes, saving time and effort. Second, our Ask solution provides instant access to vetted organizational knowledge, enabling faster, more accurate responses. Third, our Profile Center helps InfoSec teams quickly find and manage security content.

With over $600 billion in proposals managed through the Responsive platform and four million Q&A pairs processed, our AI delivers intelligent recommendations and deep insights into response patterns. By automating complex tasks while keeping humans in control, we help organizations grow revenue, reduce risk, and respond more efficiently.

What differentiates Responsive’s platform from other solutions in the industry, particularly in terms of AI capabilities and integrations?

Since 2015, AI has been at the core of Responsive, powering a platform trusted by over 2,000 global customers. Our solution supports a wide range of RFx use cases, enabling seamless collaboration, workflow automation, content management, and project management across teams and stakeholders.

With key AI capabilities—like smart recommendations, an AI assistant, grammar checks, language translation, and built-in prompts—teams can deliver high-quality RFPs quickly and accurately.

Responsive also offers unmatched native integrations with leading apps, including CRM, cloud storage, productivity tools, and sales enablement. Our customer value programs include APMP-certified consultants, Responsive Academy courses, and a vibrant community of 1,500+ customers sharing insights and best practices.

Can you share insights into the development process behind Responsive’s core features, such as the AI recommendation engine and automated RFP responses?

Responsive AI is built on the foundation of accurate, up-to-date content, which is critical to the effectiveness of our AI recommendation engine and automated RFP responses. AI alone cannot resolve conflicting or incomplete data, so we’ve prioritized tools like hierarchical tags and robust content management to help users organize and maintain their information. By combining generative AI with this reliable data, our platform empowers teams to generate fast, high-quality responses while preserving credibility. AI serves as an assistive tool, with human oversight ensuring accuracy and authenticity, while features like the Ask product enable seamless access to trusted knowledge for tackling complex projects.

How have advancements in cloud computing and digitization influenced the way organizations approach RFPs and strategic response management?

Advancements in cloud computing have enabled greater efficiency, collaboration, and scalability. Cloud-based platforms allow teams to centralize content, streamline workflows, and collaborate in real time, regardless of location. This ensures faster turnaround times and more accurate, consistent responses.

Digitization has also enhanced how organizations manage and access their data, making it easier to leverage AI-powered tools like recommendation engines and automated responses. With these advancements, companies can focus more on strategy and personalization, responding to RFPs with greater speed and precision while driving better outcomes.

Responsive has been instrumental in helping companies like Microsoft and GEODIS streamline their RFP processes. Can you share a specific success story that highlights the impact of your platform?

Responsive has played a key role in supporting Microsoft’s sales staff by managing and curating 20,000 pieces of proposal content through its Proposal Resource Library, powered by Responsive AI. This technology enabled Microsoft’s proposal team to contribute $10.4 billion in revenue last fiscal year. Additionally, by implementing Responsive, Microsoft saved its sellers 93,000 hours—equivalent to over $17 million—that could be redirected toward fostering stronger customer relationships.

As another example of  Responsive providing measurable impact, our customer Netsmart significantly improved their response time and efficiency by implementing Responsive’s AI capabilities. They achieved a 10X faster response time, increased proposal submissions by 67%, and saw a 540% growth in user adoption. Key features such as AI Assistant, Requirements Analysis, and Auto Respond played crucial roles in these improvements. The integration with Salesforce and the establishment of a centralized Content Library further streamlined their processes, resulting in a 93% go-forward rate for RFPs and a 43% reduction in outdated content. Overall, Netsmart’s use of Responsive’s AI-driven platform led to substantial time savings, enhanced content accuracy, and increased productivity across their proposal management operations.

JAGGAER, another Responsive customer, achieved a double-digit win-rate increase and 15X ROI by using Responsive’s AI for content moderation, response creation, and Requirements Analysis, which improved decision-making and efficiency. User adoption tripled, and the platform streamlined collaboration and content management across multiple teams.

Where do you see the response management industry heading in the next five years, and how is Responsive positioned to lead in this space?

In the next five years, I see the response management industry being transformed by AI agents, with a focus on keeping humans in the loop. While we anticipate around 80 million jobs being replaced, we’ll simultaneously see 180 million new jobs created—a net positive for our industry.

Responsive is uniquely positioned to lead this transformation. We’ve processed over $600 billion in proposals and built a database of almost 4 million Q&A pairs. Our massive dataset allows us to understand complex patterns and develop AI solutions that go beyond simple automation.

Our approach is to embrace AI’s potential, finding opportunities for positive outcomes rather than fearing disruption. Companies with robust market intelligence, comprehensive data, and proven usage will emerge as leaders, and Responsive is at the forefront of that wave. The key is not just implementing AI, but doing so strategically with rich, contextual data that enables meaningful insights and efficiency.

Thank you for the great interview, readers who wish to learn more should visit Responsive,

[jamesmitchia]

The Future of B2B Sales Is AI-Powered

B2B sales is no longer about cold calls and guesswork—AI is transforming how companies find, engage, and convert high-value leads.

🧠 AI understands buying signals before your sales team even picks up the phone.

𝐀𝐈 𝐢𝐬 𝐞𝐧𝐚𝐛𝐥𝐢𝐧𝐠 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬𝐞𝐬 𝐭𝐨: • Identify ICP-fit prospects with precision • Automate outreach with personalized content • Predict conversion likelihood based on behavior and intent

𝐖𝐡𝐞𝐫𝐞 𝐈𝐓'𝐬 𝐡𝐚𝐩𝐩𝐞𝐧𝐢𝐧𝐠: • Lead Scoring & Prioritization: AI ranks leads in real-time based on data, not assumptions • Email & Messaging Automation: Tools like ChatGPT, Lavender, and Regie.ai create custom outreach at scale • Intent Data & Predictive Signals: Platforms like 6sense and ZoomInfo uncover prospects actively researching your solutions • Smart CRM Workflows: AI-powered CRMs surface next-best actions, automate follow-ups, and even forecast pipeline health

📈 𝐓𝐡𝐞 𝐢𝐦𝐩𝐚𝐜𝐭? 🚀 Higher conversion rates ⏱️ Shorter sales cycles 🎯 Smarter resource allocation

𝐀𝐈 𝐢𝐬𝐧’𝐭 𝐫𝐞𝐩𝐥𝐚𝐜𝐢𝐧𝐠 𝐬𝐚𝐥𝐞𝐬𝐩𝐞𝐨𝐩𝐥𝐞—𝐢𝐭’𝐬 𝐚𝐦𝐩𝐥𝐢𝐟𝐲𝐢𝐧𝐠 𝐭𝐡𝐞𝐢𝐫 𝐫𝐞𝐚𝐜𝐡, 𝐬𝐩𝐞𝐞𝐝, 𝐚𝐧𝐝 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.

💡 𝐁𝐮𝐢𝐥𝐝𝐢𝐧𝐠 𝐚𝐧 𝐀𝐈-𝐛𝐚𝐬𝐞𝐝 𝐬𝐚𝐥𝐞𝐬 𝐬𝐭𝐚𝐜𝐤? We’re spotlighting forward-thinking GTM leaders and RevOps innovators.

🔗 Read More: https://technologyaiinsights.com/

📣 About AI Technology Insights (AITin): AI Technology Insights (AITin) is the fastest-growing global community of thought leaders, influencers, and researchers specializing in AI, Big Data, Analytics, Robotics, Cloud Computing, and related technologies. Through its platform, AITin offers valuable insights from industry executives and pioneers who share their journeys, expertise, success stories, and strategies for building profitable, forward-thinking businesses. 📍 𝐀𝐝𝐝𝐫𝐞𝐬𝐬: 1846 E Innovation Park DR, Ste 100, Oro Valley, AZ 85755 📧 𝐄𝐦𝐚𝐢𝐥: sales@intentamplify.com 📲 𝐂𝐚𝐥𝐥: +1 (520) 350-7212