AI is a hot topic in today's world, but what exactly is it, and how can it enhance your CRM? In this guide, we'll explore different AI-powered CRM tools, their functionality, and expert tips to help you get the most out of them. Let’s dive in!
What is AI?
AI, or Artificial Intelligence, enables machines to mimic human intelligence, allowing them to handle tasks that usually require human cognition. In a business setting, AI enhances operations through automation, supports creativity, and elevates customer experiences.
How AI Works
AI functions based on prompts supplied by users. A prompt serves as the instruction or input given to the AI, guiding it to generate a response. The more detailed the prompt, the more precise and relevant the AI's reply will be.
Pro Tips for Using AI Effectively
As with any tool, there are tips and tricks to help you succeed and fast-track your success.
Understand AI as a Tool: Recognize AI's role as a tool that requires understanding and training for optimal use.
Make Detailed Prompts: Provide specific and detailed prompts to get precise AI responses tailored to your needs.
Use AI for Creativity and Research: Utilize AI to kickstart the creative process, generate content ideas, and conduct research efficiently.
Use AI on Auto-Pilot: After training and testing, utilizing AI on auto-pilot allows for automated customer responses and business processes. Many of our AI products allow for this, learn more below.
Practice, Try it Out Now!: Most importantly, just practice using different prompts and tools to help improve your business processes and customer interactions.
Go to Chat GPT and create a free account. Then spend some time practicing! Ask ChatGPT to create something for you. Experiment with different prompts and see what you get. Think about how you can add it to your business processes and customer interactions.
After practicing, start using it in CRM. Then consider how to train your clients how to use it in CRM so you can rebill to make a profit from their usage in CRM. They will be happy to pay after you show them how it will help their business grow while saving them time!
AI Tools in CRM
Within CRM we have several built-in tools to help you utilize AI to grow your business. Let’s review each of them below.
Content AI
Content AI enables businesses to create content using AI assistance. It can generate social media posts, emails, website headlines, blogs, and more based on user-defined parameters.
Reviews AI
Automate the management of reviews with Reviews AI, offering suggestions or autopilot responses to customer feedback, thus streamlining reputation management.
Conversation AI
Conversation AI provides automated chatbot experiences, capable of handling one-off inquiries, FAQs, and appointment scheduling with proper training and context.
Workflow AI
Workflow AI integrates with ChatGPT within the Workflow builder, allowing for customized automation of complex processes and workflows, albeit requiring technical expertise for setup and fine-tuning.
Need to know: When using Workflow AI it will NOT consider previous conversations or messages unless you add it to the prompt. For example: follow up responses will NOT consider the previous content unless you add in the previous prompt or content you want it to consider.
Should I Use Conversation AI or Workflow AI?
Most business owners will prefer Conversation AI as it is easier to use due to its user friendly interface and training features. In contrast, workflow AI offers greater control over prompts but setting it up and improving the responses is a lot more complicated than Conversation AI.
Check out this helpful comparison table to help you understand the differences and choose the best option for you.
| Conversation AI | Workflow AI |
|
|
Third-Party Tools/Integrations
CRM offers integration with third-party tools developed by external developers, expanding functionality beyond built-in features. These tools can be accessed through the developer app marketplace.
Learn more about Third Party Tools
- Locate 3rd Party Tools in the In-App Developer App Marketplace. Go to the Agency View > App Marketplace.
- To gain access to our developer resources so you developers can create your App Integration with CRM
AI Pricing and Rebilling
AI Pricing CRM
AI Tools are available on all plans and are charged based on usage.
Learn more about all of CRM’s Pricing, including AI Pricing, in the CRM Pricing Guide. Pricing varies between AI products and is subject to change from time to time due to business or industry changes.
Developer Marketplace Apps can be free or paid and are set by external developers. You will find their contact information on the App when choosing to install or manage it.
Rebilling AI Costs
On the $497 Plan Agencies can rebill the AI usage of accounts to their customers at a marked-up price to make the money back for usage. This can even make a marginal profit. To learn how to set up Rebilling, read the setup doc provided below per AI tool.
Conclusion
CRM AI tools serve as invaluable assets for businesses, offering automation, creativity, and efficiency in various operations. By understanding how to effectively use these tools and incorporating them into your workflows, you can unlock their full potential to propel your business forward.
Remember to experiment, test, and refine your approaches to maximize the benefits of AI in your business endeavors. Embrace the power of AI to streamline processes, enhance customer experiences, and drive growth.