In today's data-centric world, mastering personalized engagement isn't just a perk; it's essential. But doing this efficiently on a large scale? That's where the convergence of AI and CRM comes in. This powerful blend is changing how businesses connect with customers, delivering unmatched customization.
Significance of Customer Engagement in CRM
Customer engagement has always been integral to Customer Relationship Management (CRM). Yet, the introduction of AI within CRM has fundamentally altered how businesses engage with their clientele. Some notable transformations include:
- Data-Driven Insights
- Efficiency and Automation
- Predictive Modeling
Benefits of AI in CRM
Pepcreations Client
Our client, a well-established supplier of commercial-grade data, boasts an extensive product line analyzing a wide range of data points, including customer browsing history, past purchases, and even location data. The result is a nuanced understanding of each customer’s preferences and needs.
About the product
Pepecreations shares their product of CRM solution was integrated with client's present website so that the entire business processes, starting right from sharing the quotes to placing the order, would be accomplished without physical intervention. Overall, the CRM product designed to support the customer relationship for the business by taking care of consumer preferences, transactions, and specific expectations.
| S No | Challenges faced by Clients | Solution provides by pepcreations |
|---|---|---|
| 01 | The client aimed for a seamless strategy enabling customers to view a quote via email and make a purchase directly without the need to visit the website. | Pepcreations' team established a workflow: whenever a quote is emailed to a customer, they also receive a purchase link. This streamlined process allows customers to click the link if they're content with the quote, instantly redirecting them to the shopping cart page without requiring any login or registration. This automated approach saves the customer valuable time! |
| 02 | The client manages a diverse product range, encompassing website design, bug clearance, and various work, some offered as bundled sets while others sold individually. | Pepcreation Organized the products; Our team organized product categories into simple, configurable, and bundled forms. The Application Programming Interface (APIs) was designed to automatically recognize product types, dynamically consolidating or separating them before storing them in the CRM database. |
| 03 | There's a notable issue on the website where customers add products to their shopping carts but leave the site for various reasons, leading to potential revenue loss for the client. | Custom Algorithm: Pepcreations team devised a custom algorithm that identifies abandoned carts on the website, generating a corresponding quote in the CRM software. This enables sales representatives to follow up with customers, potentially sealing the deal by offering tailored discounts. |
As Result of this project
- Smooth product sales and expanded business visibility via an online presence
- Simplified creation, sending, and management of quotes using a comprehensive quotation management solution
- Enhanced sales by streamlining lead identification processes
- Boost in revenue through automated detection of abandoned shopping carts.