AI for CRM

Hey, everyone. Welcome back. Today, we are diving deep into something that's got everyone talking, right? RevOps and AI.

It's everywhere you look these days.

It really is. Like, AI tools, especially ChatGPT, are all the rage, and for good reason. They're changing how businesses operate.

But, and this is a big but, they're only as good as the data we feed them. It's like, imagine building a rocket, right, to the moon.

Okay, I like where this is going.

You wouldn't use duct tape and hope for the best. You need the right materials.

And that's what we're digging into today, the kind of fuel that makes AI and RevOps really take off.

The foundation.

Exactly. And that foundation, clean data. Surprise.

It's so crucial, yet so often overlooked.

We've got a ton of interesting stuff to unpack here, so let's get into it.

Basically, everyone's hyped about AI. Its potential in RevOps is huge, but none of it works without, you guessed it.

Reliable data.

Spot on.

And that's where CRM data hydrates.

Gene comes in.

Right, because think of it this way. Imagine you've got all these ingredients, the best of the best, to cook an amazing meal.

Ooh, I like food analogies.

But they're just everywhere, all over the place, no organization. You could probably still make something, but.

It'd be a mess.

Exactly. And that, unfortunately, is what we often see with CRM data. Messy, inconsistent, errors galore, not exactly a recipe for success.

We've all been there, am I right?

Yeah.

Staring at that CRM system like.

What is even happening here? It's like trying to untangle a giant knot, just frustrating.

And it's not just about, oh, this looks messy. It's about the insights. You're trying to get insights from this data. And with AI in the picture, well.

Garbage in, garbage out.

Yeah, exactly. AI needs patterns, clear signals, feed it a jumbled mess. You get jumbled insights back. You don't want your business decisions based on a, what is it, a magic eight ball.

Definitely not.

Yeah.

So the big question, how do we fix this? Our research points to this solution. Click to CRM.

And it's got this two-sided approach that I find super interesting.

Yeah. It's like, okay, first we've got to clean up this mess, right? Click to CRM helps do that. Like hitting the tidy up button, gets rid of duplicates, flags things that don't add up, ensures accuracy.

So far so good. But then they go a step further.

Oh, yeah. It's not just about clean data. It's about making it work for you. They use AI on this clean data now to pull out the really valuable stuff, the metrics, the insights, the actionable stuff.

So it's like you've tidied up. Now you're organizing and seeing what you can actually use.

Yeah.

Yeah.

Exactly. Imagine no more spending hours, days even, on spreadsheets. You've got these dashboards showing you the trends, the risks, the opportunities, all powered by AI, but working with good, clean data.

Okay. So we've got this clean data. AI is doing its thing. What can AI actually do for RevOps? I mean, concretely.

Oh, the possibilities get really exciting here. Think about it. AI spotting those opportunities in your sales pipeline, the ones you might miss because they're not there.

There's just so much data. Or how about personalizing those customer interactions, but at scale, so every touchpoint is tailored to them.

Okay. That's impressive.

And it goes even further. We're talking AI, optimizing pricing in real time based on demand, customer profiles, all that.

So instead of just reacting to what's already happened, you're anticipating getting ahead.

That's the power of AI when it has the right fuel, reliable data. And this isn't some far off future thing. It's happening right now for businesses that prioritize their data.

That's amazing.

So as we wrap up here, I want to leave you with this. What could you achieve if you could completely trust your data? What insights are you missing out on because of that messy CRM?

It's a question worth asking yourself.

It really is. If you're ready to explore more, I highly recommend checking out clicktocrm.com. You might be surprised by what you discover. Until next time.

See you then.