You may already be familiar with ‘Zia’, Zoho’s own artificial intelligence solution, that is your intelligent companion within the Zoho ecosystem! Zia works hard to fetch the information you want, take notes as you dictate, predict the outcome of sales activities, detect anomalies, automate mundane tasks, and more! So, whilst there is a lot of excitement about BARD and CHATGPT, please leverage Zia as she is already integrated with Zoho CRM and ready to help you!
So, where do BARD or CHATGPT fit in? Well, this is a fast moving technology and we are all learning, with numerous use-cases being put to the test, so at a high level, I decided to ask the AI tools directly and this is what each had to say about themselves in a CRM system!
How Bard Can Help in a CRM
Introduction:
Customer relationship management (CRM) is a software application that helps businesses manage their interactions with customers and prospects. CRM systems typically include features such as contact management, sales tracking, and customer support.
Bard is a large language model chatbot developed by Google AI. Bard can be used to automate tasks in a CRM system, such as:
- Answering customer questions
- Updating customer records
- Scheduling appointments
- Sending emails
Use Case:
A company that sells software licenses might use Bard to automate the following tasks:
- When a customer calls to inquire about a license, Bard can answer their questions about the product and its features.
- When a customer requests a quote, Bard can generate a quote and send it to the customer.
- When a customer orders a license, Bard can update the customer’s record in the CRM system and send them a confirmation email.
- When a customer has a question about their license, Bard can answer their question and provide them with support.
Benefits:
Using Bard in a CRM system can provide a number of benefits, including:
- Increased efficiency: Bard can automate tasks that would otherwise be done by humans, freeing up employees to focus on more important work.
- Improved customer service: Bard can answer customer questions and provide support 24/7, without having to rely on human employees.
- Increased sales: By automating tasks such as quoting and ordering, Bard can help businesses close more deals.
- Reduced costs: By automating tasks, Bard can help businesses reduce the cost of customer service.
Conclusion:
Bard is a powerful tool that can be used to automate tasks in a CRM system. By using Bard, businesses can increase efficiency, improve customer service, increase sales, and reduce costs.
CHATGPT enhances CRM capability
Customer Relationship Management (CRM) is a vital aspect of business management, especially in today’s era of digital transformation. With the increasing number of customer interactions across various channels, businesses require intelligent and efficient tools to manage their customer data effectively. This is where ChatGPT can play a significant role in enhancing CRM capabilities.
ChatGPT is a large language model that uses machine learning to understand human language and generate responses that mimic human conversation. This technology can help businesses automate several CRM processes and improve customer experiences by providing faster and more accurate responses.
One use-case of ChatGPT in CRM is customer support. With ChatGPT’s natural language processing capabilities, it can understand customer queries and provide relevant solutions without the need for human intervention. For example, a customer may have a question regarding their account balance, and ChatGPT can provide the answer instantly by accessing the relevant information from the CRM system. This can save businesses significant time and resources and improve customer satisfaction.
Another use-case of ChatGPT in CRM is lead generation. ChatGPT can be integrated into a website’s chatbot to engage with website visitors and collect relevant customer data. For example, a business may use ChatGPT to ask visitors questions about their interests, preferences, and pain points, which can be used to build a customer profile and improve marketing efforts.
Moreover, ChatGPT can assist in automating tasks like appointment scheduling, order tracking, and product recommendations. ChatGPT can access customer data from the CRM system and use it to provide personalized recommendations and offers, improving customer loyalty and engagement.
In conclusion, ChatGPT can play a significant role in enhancing CRM capabilities and improving customer experiences. By automating tasks, providing quick and accurate responses, and collecting relevant customer data, businesses can improve their CRM processes and build long-lasting customer relationships. With the advancements in AI and machine learning, we can expect to see more exciting use-cases of ChatGPT in CRM and other business applications in the future.
Integrating with a CRM
Wow…pretty good I thought, so I pushed ahead and asked each one on how to integrate with a CRM and this time I picked CHATGPT as the winner, with the following answer:
Integrating ChatGPT in a CRM system requires some technical expertise and knowledge of machine learning concepts. However, the process can be broken down into the following steps:
- Choose a ChatGPT API provider: Several providers offer ChatGPT APIs, including OpenAI, Hugging Face, and Google Cloud AI. Select the one that best suits your business needs.
- Train the ChatGPT model: To integrate ChatGPT in a CRM system, you need to train the model to understand your business domain and the kind of customer queries it will receive. This requires a dataset of relevant customer interactions, which can be used to fine-tune the ChatGPT model.
- Create a Chatbot: Once the model is trained, you can create a chatbot that uses the ChatGPT API to understand customer queries and provide relevant responses. This can be done using various chatbot development platforms like Dialogflow, Botpress, or Rasa.
- Integrate with the CRM system: The final step is to integrate the Chatbot with the CRM system. This requires connecting the chatbot to the CRM’s APIs and databases to access customer data and provide personalized responses.
Overall, integrating ChatGPT in a CRM system requires a deep understanding of both machine learning and CRM concepts. However, there are several resources available online, including tutorials and documentation, that can guide you through the process. Additionally, several third-party vendors offer pre-trained ChatGPT models and chatbot development platforms, which can simplify the integration process.
BARD provided some useful feedback as well, which CHAPGPT omitted, and I have included that below:
There are a few ways to integrate Bard with a CRM. One way is to use the Bard API. The Bard API allows you to send Bard requests and receive Bard responses. You can use the Bard API to automate tasks such as generating quotes, scheduling appointments, and sending emails.
Another way to integrate Bard with a CRM is to use a third-party service. There are a number of third-party services that integrate Bard with CRM systems. These services typically provide a user interface that allows you to connect Bard to your CRM system and automate tasks.
In conclusion, we all know that AI is going to change the way we work, so if you have a use-case you’d like to discuss, get in touch and we will learn together!
