Client management has become more important than ever. In the competitive business world, marketers and sales teams must keep igniting the spark between the brand and the consumer. When you miss an opportunity to nurture a client, you may lose the client to your competitor.
Yes, this is challenging, sales and marketing must navigate the challenge tirelessly, almost every day. Thankfully, these advanced tools help automate several monotonous tasks, allowing the relationship management team to work on maintaining strategic relations with the consumers.
Today, we aim to explain the importance of AI-powered client management platforms in driving business relationships and the various ways to integrate these platforms with CRMs.
What are client management platforms?
Client management platforms are software tools that help you manage consumer interactions, track communications, and strengthen your relationships with them. The conventional platforms help your sales teams to stay organized in terms of keeping all the customer’s data in place, tracking conversations, and follow-ups. And AI-powered CMPs go a step further and offer advanced capabilities, such as automation, predictive analysis, and hyper-personalization.
Core features of an AI-powered client management platform:
- Predictive analysis: AI can analyze large data sets, understand user patterns, and predict client behavior to help you work according to your client’s needs and preferences.
- Automated communication: AI-powered CMPs can automate routine consumer interactions, such as follow-ups on emails, chatbot conversations, and so on.
- Sentiment analysis: AI utilizes natural language processing to understand the sentiment and personality of a client. Assessing the tone clients are comfortable with, AI can boost customer satisfaction by responding to customers as they want it.
The primary goal of every marketer is to build a meaningful relationship with their clients, and such AI-powered platforms go a long way in doing that. Consumers have become digitally savvy, and expect their favorite brands to serve them in the most personalized way. To adapt to these evolving demands of consumers, organizations must focus on relationship-building by leveraging the capabilities of AI. Here is how AI transforms relationship-building through CMPs:
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Data-driven insights
AI-powered client management systems carry the ability to process vast amounts of data. These advanced platforms analyze the past behavior and history of your client, gather interactions from various touchpoints, and understand behavior to offer real-time insights. The gathered insights provide support to your sales teams in building stronger relationships with your clients.
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Tailored content
With all the insights gathered from multiple customer interactions, these AI-powered platforms suggest you create content ideal for every individual consumer. For instance, an AI-powered CMP can easily recommend product offerings based on the previous purchases made by the client. The platforms and their hyper-personalized interface make every interaction personal, irrespective of the clients you deal with.
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Automation & efficiency
Artificial intelligence makes it possible to automate repetitive tasks, for instance, reminders and follow-ups. When these monotonous tasks are automated, your sales team gets more time to build high-value relationships with consumers. Such automation enhances your team’s efficiency and helps them engage with their leads consistently.
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Integration of AI-powered CMPs with CRMs
CMPs and CRMs in your marketing ecosystem enable seamless client communication and interaction. Integration of these systems gives you a robust blend of technologies to have a consistent flow of client data across the organization. Here is how you can do it:
- Identify compatible solutions. The first thing you must do is to find two solutions that are compatible with each other.
- Developing integration strategy: Before integrating two different systems, you must develop a detailed strategy to do so. The primary focus should be on synchronizing client data between your CRM and CMP to create a unified source of data.
- Leveraging third-party tools: To transfer data between the platforms, you can use APIs. These platforms will ensure your sales and support teams are always ready with the latest information.
- Training & Support: Integration is a one-time thing, but the adoption will go on for years to come. To make your existing and new staff members comfortable with these platforms, you should provide ongoing training to ensure minimum friction.
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