#CRM Automation Services

[fruitionrevops62]

Boost RevOps Success with Customer Journey Mapping

In the fast-paced world of revenue operations (RevOps), aligning sales, marketing, and customer success is essential for business growth. One of the most effective ways to streamline operations and drive revenue is through Customer Journey Mapping in RevOps. By understanding each touchpoint a customer experiences, businesses can enhance engagement, optimize conversions, and improve retention. When combined with CRM Automation Services, customer journey mapping becomes even more powerful, offering seamless experiences that drive success. This article explores how customer journey mapping can boost RevOps and how CRM automation plays a pivotal role in this process.

What is Customer Journey Mapping in RevOps?

Customer journey mapping is the process of visually representing the steps a customer takes from initial awareness to post-purchase engagement. In RevOps, it helps businesses identify friction points, optimize interactions, and enhance customer satisfaction.

A well-structured customer journey map includes:

Awareness stage: How customers discover your brand.

Consideration stage: How they evaluate your products or services.

Decision stage: The final steps leading to conversion.

Retention stage: How you keep customers engaged post-purchase.

Advocacy stage: Encouraging customers to promote your brand.

By analyzing each of these stages, businesses can tailor their strategies to improve the overall customer experience, leading to better revenue outcomes.

The Role of CRM Automation Services in Customer Journey Mapping

CRM Automation Services play a crucial role in customer journey mapping by helping businesses collect, analyze, and leverage customer data effectively. Here’s how automation enhances the process:

1. Data Centralization and Analysis

CRM automation consolidates customer interactions across multiple channels, providing a unified view of the journey. This enables RevOps teams to track engagement patterns and personalize marketing efforts accordingly.

2. Personalized Customer Interactions

Automation allows businesses to segment customers based on behavior, demographics, and preferences. With this data, businesses can craft targeted messages, ensuring that customers receive relevant content at the right time.

3. Lead Scoring and Prioritization

CRM automation tools assign scores to leads based on their engagement level, helping sales teams focus on high-value prospects. This ensures that efforts are directed toward leads with the highest potential for conversion.

4. Seamless Communication Across Departments

RevOps success depends on collaboration between sales, marketing, and customer success teams. A well-integrated CRM ensures smooth communication, preventing information silos and improving customer interactions.

5. Automated Follow-ups and Nurturing

Automation enables businesses to send timely follow-ups, reminders, and nurture campaigns. This keeps customers engaged throughout their journey, increasing the likelihood of conversions and repeat purchases.

Benefits of Customer Journey Mapping in RevOps

1. Enhanced Customer Experience

By understanding the customer journey, businesses can proactively address pain points, improve service delivery, and create seamless experiences that boost satisfaction.

2. Increased Conversion Rates

Optimizing touchpoints and automating workflows reduces drop-offs and increases the chances of converting leads into paying customers.

3. Improved Customer Retention

A well-mapped journey, combined with automation, allows businesses to nurture relationships, leading to higher customer retention and lifetime value.

4. Better Alignment of Sales and Marketing

Customer journey mapping bridges the gap between sales and marketing teams, ensuring a consistent and cohesive approach to customer engagement.

5. Data-Driven Decision Making

With CRM automation, businesses gain valuable insights into customer behavior, enabling them to make informed decisions that drive revenue growth.

Implementing Customer Journey Mapping and CRM Automation

To successfully implement customer journey mapping and CRM automation in RevOps, follow these steps:

Step 1: Define Customer Personas

Identify your ideal customers and their pain points, preferences, and behaviors to create accurate journey maps.

Step 2: Map Out Customer Touchpoints

Analyze every interaction customers have with your brand across different channels, including website visits, emails, social media, and customer support.

Step 3: Leverage CRM Automation Tools

Use CRM Automation Services to collect data, automate communication, and track customer behavior.

Step 4: Personalize Customer Engagement

Use automation to deliver personalized messages, recommendations, and offers that resonate with your audience.

Step 5: Monitor, Analyze, and Optimize

Continuously track customer journey performance, analyze data, and make improvements based on insights to enhance RevOps efficiency.

Conclusion

Customer Journey Mapping in RevOps is a game-changer for businesses looking to enhance their revenue operations. By leveraging CRM Automation Services, businesses can streamline workflows, personalize interactions, and drive customer engagement at every touchpoint. Fruition RevOps is dedicated to helping businesses implement these strategies effectively, ensuring long-term success. Start mapping your customer journey today and experience the transformative impact on your RevOps strategy!

[clikykolkata]

Transform Your Business with Top-notch Salesforce Automation Services in Kolkata

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[bravevulturetrance]

Smarter Workflows for Financial Advisors – Arcus Partners

[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.

[geeconglobal]

Enhance Productivity with Business Automation Services London

Productivity is the backbone of business success. Whether you're a startup or an established enterprise in London, integrating business automation services can help you work smarter—not harder. By automating repetitive and time-consuming tasks, your team can focus on strategic activities that drive growth and innovation.

What Is Business Automation?

Business automation refers to the use of software and technology to perform tasks that were previously handled manually. This includes everything from sending emails and processing invoices to managing customer relationships and tracking inventory. London-based automation service providers deliver tailored solutions that align with your specific business goals and operations.

Common areas of business automation include:

Customer Relationship Management (CRM)

Accounting and Payroll

Inventory and Supply Chain

Marketing Automation

Employee Onboarding and HR

Why London Businesses Are Embracing Automation

London is a competitive market, and efficiency can be the key to gaining an edge. Business automation services in London help businesses reduce operational costs, improve accuracy, and accelerate workflow across departments. With local experts who understand the unique challenges of London-based industries, you can implement systems that support compliance, scalability, and long-term success.

Key benefits of automation include:

Increased output without increasing headcount

Faster turnaround on tasks and services

Improved customer service through real-time systems

Better data management and insights

Enhanced team collaboration through integrated tools

Boosting Productivity Through Tailored Automation

No two businesses are the same. That’s why bespoke automation services are essential. London providers can assess your existing processes, identify bottlenecks, and develop tailored automation workflows that fit your business structure and objectives.

Imagine reducing your weekly reporting time from hours to minutes or handling customer inquiries instantly with smart automation. These productivity gains not only save money but also improve the overall experience for your employees and clients.

Conclusion: Ready to Work Smarter?

If you're looking to increase efficiency and reduce overhead, investing in business automation services in London is a strategic move. With the right partner, you can implement reliable, scalable solutions that streamline operations and drive meaningful growth. Visit more information for your website

[automatewheel]

https://automatewheel.com

[voicebrodcasting]

WhatsApp Business API Solution

Use WhatsApp to reach and connect with your customers where they are already present. Get WhatsApp Business API solution from go2market to automate your business communication and customer engagement process.

[servicestech]

Boost your CRM performance with TechMatrix's expert-managed Salesforce services. Discover how their Salesforce platform management, 24/7 support, and implementation expertise drive business efficiency and scalability.

Read more: https://tech6922.wordpress.com/2025/04/11/maximize-efficiency-with-techmatrixs-managed-services-for-salesforce-platforms/

[sierraconsult]

With Monday.com, businesses can craft personalized CRM platforms that elevate client satisfaction and drive growth. Its flexible tools promote seamless team communication, resulting in CRMs that truly reflect organizational objectives.

[aivoicesvcs1]

AI Voice Services by Think AI: Revolutionising Business Communication

AI Voice Services by Think AI is revolutionising the way businesses interact with their customers by offering advanced AI-powered voice solutions tailored for seamless automation, customer engagement, and operational efficiency. Designed to integrate effortlessly into existing systems, Think AI’s voice services provide businesses with a scalable and intelligent approach to automated communication.

From AI voice agents handling customer queries to automated appointment scheduling, AI-powered call routing, and personalised voice interactions, Think AI’s services are built to enhance customer experiences while reducing costs. By leveraging natural language processing (NLP) and deep learning, these AI-driven voice solutions enable human-like interactions, ensuring smooth and natural conversations.

Think AI's voice automation solutions are ideal for businesses in customer service, healthcare, finance, retail, and beyond, providing 24/7 availability and real-time responses to improve efficiency and customer satisfaction. Whether you need AI-powered call handling, automated voice assistants, or custom voice integrations for CRM and business operations, Think AI delivers state-of-the-art solutions designed for scalability, accuracy, and seamless deployment.

With AI-powered voice agents capable of multilingual support, sentiment analysis, and intelligent decision-making, Think AI ensures that businesses stay ahead in the era of digital transformation. The company also provides custom AI voice models to match brand identity and enhance customer engagement through conversational AI. Visit: https://www.thinkai.co.uk

[antbuddyinc]

Customer Data Integration Tools for Retail Chains: Enhancing Customer Experience and Driving Sales

In today’s competitive retail landscape, customer data is more valuable than ever. Retail chains must seamlessly collect, analyze, and integrate customer information across multiple touchpoints to deliver personalized experiences and drive business growth. However, managing fragmented data from in-store transactions, e-commerce platforms, loyalty programs, and customer service interactions can be overwhelming. This is where Customer Data Integration (CDI) tools come in.

Why Retail Chains Need Customer Data Integration

Retail businesses interact with customers through multiple channels—physical stores, mobile apps, social media, and websites. Without an integrated approach, data remains siloed, making it difficult to gain a 360-degree view of customers. CDI tools consolidate information from all sources, ensuring businesses can:

Personalize Customer Experiences: By unifying customer data, retailers can offer targeted promotions, personalized recommendations, and tailored marketing messages.

Improve Operational Efficiency: Data integration eliminates redundancy, automates workflows, and enhances decision-making processes.

Enhance Customer Support: Integrated data enables customer service teams to access a complete customer history, leading to quicker issue resolution and improved customer satisfaction.

Boost Sales and Retention: Understanding customer behavior helps retailers optimize product offerings, pricing strategies, and loyalty programs to increase revenue and customer retention.

Key Features of Customer Data Integration Tools

Effective CDI tools provide retailers with the ability to:

Real-Time Data Synchronization – Ensure customer data is up-to-date across all systems, including CRM, POS, and marketing automation platforms.

AI-Powered Analytics – Use machine learning and predictive analytics to generate insights on customer preferences and buying patterns.

Omnichannel Integration – Connect customer data from both online and offline channels for a unified shopping experience.

Data Security & Compliance – Maintain compliance with regulations like GDPR and CCPA while safeguarding customer information.

Automated Customer Segmentation – Categorize customers based on demographics, purchase history, and engagement levels for more targeted marketing efforts.

Choosing the Right Customer Data Integration Tool

When selecting a CDI tool for your retail business, consider the following:

Scalability: Can the tool handle growing data volumes as your retail chain expands?

Ease of Integration: Does it seamlessly integrate with your existing POS, CRM, and e-commerce platforms?

Customization: Does it offer flexibility to meet your specific business needs?

User-Friendly Interface: Can your team easily navigate and leverage its features without extensive technical training?

Unlock the Power of Customer Data with AntBuddy Inc.

At AntBuddy Inc., we specialize in cutting-edge Customer Data Integration solutions designed specifically for retail chains. Our platform helps businesses streamline customer data, gain actionable insights, and enhance customer engagement like never before.

Don’t let fragmented data hold your business back. Connect with AntBuddy Inc. today and take your retail operations to the next level with intelligent data integration!

🚀 Get started now! Contact us for a free consultation.

[precallai]

Integrating AI Call Transcription into Your VoIP or CRM System

In today’s hyper-connected business environment, customer communication is one of the most valuable assets a company possesses. Every sales call, support ticket, or service request contains rich data that can improve business processes—if captured and analyzed properly. This is where AI call transcription becomes a game changer. By converting voice conversations into searchable, structured text, businesses can unlock powerful insights. The real value, however, comes when these capabilities are integrated directly into VoIP and CRM systems, streamlining operations and enhancing customer experiences.

Why AI Call Transcription Matters

AI call transcription leverages advanced technologies such as Automatic Speech Recognition (ASR) and Natural Language Processing (NLP) to convert real-time or recorded voice conversations into text. These transcripts can then be used for:

Compliance and auditing

Agent performance evaluation

Customer sentiment analysis

CRM data enrichment

Automated note-taking

Keyword tracking and lead scoring

Traditionally, analyzing calls was a manual and time-consuming task. AI makes this process scalable and real-time.

Key Components of AI Call Transcription Systems

Before diving into integration, it’s essential to understand the key components of an AI transcription pipeline:

Speech-to-Text Engine (ASR): Converts audio to raw text.

Speaker Diarization: Identifies and separates different speakers.

Timestamping: Tags text with time information for playback syncing.

Language Modeling: Uses NLP to enhance context, punctuation, and accuracy.

Post-processing Modules: Cleans up the transcript for readability.

APIs/SDKs: Interface for integration with external systems like CRMs or VoIP platforms.

Common Use Cases for VoIP + CRM + AI Transcription

The integration of AI transcription with VoIP and CRM platforms opens up a wide range of operational enhancements:

Sales teams: Automatically log conversations, extract deal-related data, and trigger follow-up tasks.

Customer support: Analyze tone, keywords, and escalation patterns for better agent training.

Compliance teams: Use searchable transcripts to verify adherence to legal and regulatory requirements.

Marketing teams: Mine conversation data for campaign insights, objections, and buying signals.

Step-by-Step: Integrating AI Call Transcription into VoIP Systems

Step 1: Capture the Audio Stream

Most modern VoIP systems like Twilio, RingCentral, Zoom Phone, or Aircall provide APIs or webhooks that allow you to:

Record calls in real time

Access audio streams post-call

Configure cloud storage for call files (MP3, WAV)

Ensure that you're adhering to legal and privacy regulations such as GDPR or HIPAA when capturing and storing call data.

Step 2: Choose an AI Transcription Provider

Several commercial and open-source options exist, including:

Google Speech-to-Text

AWS Transcribe

Microsoft Azure Speech

AssemblyAI

Deepgram

Whisper by OpenAI (open-source)

When selecting a provider, evaluate:

Language support

Real-time vs. batch processing capabilities

Accuracy in noisy environments

Speaker diarization support

API response latency

Security/compliance features

Step 3: Transcribe the Audio

Using the API of your chosen ASR provider, submit the call recording. Many platforms allow streaming input for real-time use cases, or you can upload an audio file for asynchronous transcription.

Here’s a basic flow using an API:

python

CopyEdit

import requests

response = requests.post(

    "https://api.transcriptionprovider.com/v1/transcribe",

    headers={"Authorization": "Bearer YOUR_API_KEY"},

    json={"audio_url": "https://storage.yourvoip.com/call123.wav"}

)

transcript = response.json()

The returned transcript typically includes speaker turns, timestamps, and a confidence score.

Step-by-Step: Integrating Transcription with CRM Systems

Once you’ve obtained the transcription, you can inject it into your CRM platform (e.g., Salesforce, HubSpot, Zoho, GoHighLevel) using their APIs.

Step 4: Map Transcripts to CRM Records

You’ll need to determine where and how transcripts should appear in your CRM:

Contact record timeline

Activity or task notes

Custom transcription field

Opportunity or deal notes

For example, in HubSpot:

python

CopyEdit

requests.post(

    "https://api.hubapi.com/engagements/v1/engagements",

    headers={"Authorization": "Bearer YOUR_HUBSPOT_TOKEN"},

    json={

        "engagement": {"active": True, "type": "NOTE"},

        "associations": {"contactIds": [contact_id]},

        "metadata": {"body": transcript_text}

    }

)

Step 5: Automate Trigger-Based Actions

You can automate workflows based on keywords or intent in the transcript, such as:

Create follow-up tasks if "schedule demo" is mentioned

Alert a manager if "cancel account" is detected

Move deal stage if certain intent phrases are spoken

This is where NLP tagging or intent classification models can add value.

Advanced Features and Enhancements

1. Sentiment Analysis

Apply sentiment models to gauge caller mood and flag negative experiences for review.

2. Custom Vocabulary

Teach the transcription engine brand-specific terms, product names, or industry jargon for better accuracy.

3. Voice Biometrics

Authenticate speakers based on voiceprints for added security.

4. Real-Time Transcription

Show live captions during calls or video meetings for accessibility and note-taking.

Challenges to Consider

Privacy & Consent: Ensure callers are aware that calls are recorded and transcribed.

Data Storage: Securely store transcripts, especially when handling sensitive data.

Accuracy Limitations: Background noise, accents, or low-quality audio can degrade results.

System Compatibility: Some CRMs may require custom middleware or third-party plugins for integration.

Tools That Make It Easy

Zapier/Integromat: For non-developers to connect transcription services with CRMs.

Webhooks: Trigger events based on call status or new transcriptions.

CRM Plugins: Some platforms offer native transcription integrations.

Final Thoughts

Integrating AI call transcription into your VoIP and CRM systems can significantly boost your team’s productivity, improve customer relationships, and offer new layers of business intelligence. As the technology matures and becomes more accessible, now is the right time to embrace it.

With the right strategy and tools in place, what used to be fleeting conversations can now become a core part of your data-driven decision-making process.

[transfunnelconsulting]

Leadership Spotlight: Kapil Arora’s Journey – From Marketer to Martech Trailblazer 🎙️

Every great leader has a defining moment—the realization that things could be done differently, smarter, and better. For Kapil Arora, CEO of TransFunnel, that moment came when he saw businesses investing in powerful marketing tools but struggling to get real results.

The problem wasn’t the lack of technology—it was the missing strategy, execution, and integration needed to make it all work together seamlessly.

The Beginning: A Marketer Who Saw Beyond the Tools 🎯

Kapil’s career began in the fast-paced world of marketing, where he quickly realized that businesses were drowning in data, juggling disconnected platforms, and missing out on true automation potential.

Instead of adding to the noise, he envisioned a Martech consulting firm that wouldn’t just sell software but would craft tailored automation strategies—making technology work for businesses, not the other way around.

And so, TransFunnel was born, with a singular mission: help businesses scale smarter with the right Martech solutions, strategies, and integrations.

The Challenges: Growth is Never a Straight Road 🛑

Building one of India’s leading Digital Transformation and Marketing Automation Consulting firms wasn’t just about offering services—it was about reshaping how businesses think about Martech.

From educating clients on strategy-first automation to scaling a skilled team in a rapidly evolving tech landscape, every step required resilience, adaptability, and a customer-first mindset.

Kapil’s leadership approach focused on:

✅ Helping businesses choose the right tools for their specific needs

✅ Building smart automation workflows that boost efficiency and results

✅ Ensuring seamless integration between multiple platforms

Lessons in Leadership: Scaling a Martech Powerhouse 💡

🔹 Tech is only as powerful as your strategy – Buying the best tools means nothing if they’re not aligned with your business goals.

🔹 Your people define your success – A great team is the secret to long-term growth.

🔹 Customer-first thinking wins every time – Businesses don’t need more tools; they need better solutions.

🔹 Adaptability is the key to survival – Martech evolves fast. Staying ahead requires constant innovation and learning.

From Vision to Industry Leader

TransFunnel has grown into a trusted partner for businesses worldwide, helping them navigate the ever-changing Martech landscape. Today, we’re proud to be among the top partners for HubSpot, monday.com, Intercom, and Zoho, empowering companies to automate, integrate, and scale with confidence and clarity.

And this is just the beginning. Kapil’s vision is clear—help businesses stop chasing tools and start embracing real transformation.

Want to know more about his journey? Read the full story here: 

What’s the biggest leadership lesson you’ve learned in your journey? Let’s discuss in the comments! 👇

[techjour]

RE-IMAGINE WHAT'S POSSIBLE FOR YOUR CLIENT

Techjour assures to offer best Customer Experience to your retail Clients by implementing with Odoo software. We partner with you througout successful journey and add value to Client's portfolio.

Odoo is a flexible, modular and comprehensive in nature so can be adapted to all Small to Large enterprises. Odoo is top choice of 12 Million Users across the globe. Will you be Next ?

[jcmarchi]

monday.com announces AI features to help businesses and employees

New Post has been published on https://thedigitalinsider.com/monday-com-announces-ai-features-to-help-businesses-and-employees/

monday.com announces AI features to help businesses and employees

The CRM company monday.com has released what it terms its ‘AI vision,’ designed to help businesses and teams manage and track their work more efficiently.

According to the platform’s published strategy, the company will focus on three key principles – AI Blocks, Product Power-ups, and a Digital Workforce. Its aims are to “accelerate its vision to democratise the power of software.” By making its software more accessible and usable for its users, monday.com hopes to address the challenges encountered by businesses and work forces in teams of all sizes, streamline workflows and increase productivity.

The latest AI strategies are designed to help small and medium-sized businesses (SMBs) and mid-market companies grow and adapt quickly without the need to hire more staff. According to monday.com, AI will boost process times that are typically slowed by the scale of larger enterprises and Fortune 500 companies.

In line with monday.com’s stated goal to “democratise access to AI,” the platform’s approach is to be user-friendly, allowing any users regardless of technical knowledge to create, customise, and use AI tools in their workflows.

Daniel Lereya, Chief Product and Technology Officer at monday.com spoke about the company’s approach to making software accessible to everyone. “By embedding intelligence into the products our customers already know, use, and love, AI will accelerate our mission to democratise the power of software,” he said.

“With a majority of our customers in non-tech industries, they’re looking to us to lead them through the AI transformation. Our productisation of AI ensures that intelligence serves our customers and not the other way around.”

Of the three principles ‘AI Blocks’ are customisable AI tools that can be added to existing workflows, regardless of technical knowledge. The AI Blocks feature capabilities like “Categorise” and “Extract,’ letting users analyse data, and recognise patterns in a few clicks.

The second principle, ‘Product Power-ups,’ refers to the integration of AI features directly into monday.com’s existing suite of products. This is designed to help the company’s customers address challenges in areas like CRM data automation, resource management, predictive risk management, and real-time service ticket resolution. The features could help teams make quicker, more informed decisions, streamline workflows and increase efficiency.

Finally, ‘Digital Workforce’ is a collection of AI agents that operate to support users and customers. Digital Workforce is can handle specific tasks that are automatable, including project risk analysis, the identification of ongoing customer service issues, and helping move delayed sales deals forward.

monday.com is planning the launch of ‘monday Expert’ in March, its first AI agent that’s designed to support the onboarding of new users, and perform some tasks on behalf of users.

The company claims its AI capabilities have had a notable effect, with reports of monday.com users performing around 10 million AI-driven actions in 2024. The numbers of AI use instances nearly tripled each quarter of 2024, indicating a rapid rise in the use of AI in the CRM platform.

(Image: “Monday – Back to work!” by tinto is licensed under CC BY 2.0.)

ion Summit: Leaders call for unity and equitable development

Want to learn more about AI and big data from industry leaders? Check out AI & Big Data Expo taking place in Amsterdam, California, and London. The comprehensive event is co-located with other leading events including Intelligent Automation Conference, BlockX, Digital Transformation Week, and Cyber Security & Cloud Expo.

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[bicxo]

How does AI integrate with CRM systems for live sales forecasting?

AI integration with CRM systems enhances live sales forecasting by analyzing real-time data, identifying trends, and predicting customer behavior. This improves accuracy and decision-making. EPM software like BiCXO leverages AI to optimize sales strategies, driving growth and profitability.