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Customer service concerns the priority an organization assigns to customer service relative to components such as product innovation and pricing. In this sense, an organization that values good customer service may spend more money in training employees than the average organization or may proactively interview customers for feedback.\r\nA <span style=\"font-weight: bold;\">customer support</span> is a range of customer services to assist customers in making cost effective and correct use of a product. It includes assistance in planning, installation, training, trouble shooting, maintenance, upgrading, and disposal of a product. These services even may be done at customer's side where he/she uses the product or service. In this case it is called &quot;at home customer services&quot; or &quot;at home customer support.&quot;\r\nRegarding technology, products such as mobile phones, televisions, computers, software products or other electronic or mechanical goods, it is termed technical support. \r\nCustomer service may be provided by a person (e.g., sales and service representative), or by automated means, such as kiosks, Internet sites, and apps.\r\n<span style=\"font-weight: bold;\">CRM </span>(Customer Relationship Management) is an approach to manage a company's interaction with current and potential customers. It uses data analysis about customers' history with a company to improve business relationships with customers, specifically focusing on customer retention and ultimately driving sales growth.\r\nOne important aspect of the CRM approach is the systems of CRM that compile data from a range of different communication channels, including a company's website, telephone, email, live chat, marketing materials and more recently, social media. Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs.\r\nCRM helps users focus on their organization’s relationships with individual people including customers, service users, colleagues, or suppliers.\r\nWhen people talk about customer relationship management system, they might mean any of three things: \r\n<ul><li><span style=\"font-weight: bold;\">CRM as Technology</span>: This is a technology product, often in the cloud, that teams use to record, report and analyse interactions between the company and users. This is also called a CRM system or solution.</li><li><span style=\"font-weight: bold;\">CRM as a Strategy</span>: This is a business’ philosophy about how relationships with customers and potential customers should be managed.&nbsp; </li><li><span style=\"font-weight: bold;\">CRM as a Process</span>: Think of this as a system a business adopts to nurture and manage those relationships.</li></ul>\r\n<br /><br /><br />","materialsDescription":"<h1 class=\"align-center\"><span style=\"font-weight: normal;\">Why is CRM important?</span></h1>\r\nCRM management system enables a business to deepen its relationships with customers, service users, colleagues, partners and suppliers.\r\nForging good relationships and keeping track of prospects and customers is crucial for customer acquisition and retention, which is at the heart of a CRM’s function. You can see everything in one place — a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.\r\nGartner predicts that by 2021, CRM technology will be the single largest revenue area of spending in enterprise software. If your business is going to last, you know that you need a strategy for the future. For forward-thinking businesses, CRM is the framework for that strategy.\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the benefits of CRM?</span></h1>\r\nBy collecting and organising data about customer interactions, making it accessible and actionable for all, and facilitating analysis of that data, CRM offers many benefits and advantages.<br />The benefits and advantages of CRM include:\r\n<ul><li>Enhanced contact management</li><li>Cross-team collaboration</li><li>Heightened productivity</li><li>Empowered sales management</li><li>Accurate sales forecasting</li><li>Reliable reporting</li><li>Improved sales metrics</li><li>Increased customer satisfaction and retention</li><li>Boosted marketing ROI</li><li>Enriched products and services</li></ul>\r\n<h1 class=\"align-center\"><span style=\"font-weight: normal;\">What are the key features of most popular CRM software programs?</span></h1>\r\nWhile many CRM solutions differ in their specific value propositions — depending on your business size, priority function, or industry type — they usually share some core features. These, in fact, are the foundation of any top CRM software, without which you might end up using an inferior app or an over-rated address book. So, let’s discuss the key features you need to look for when figuring out the best CRM software for your business.\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Contact management</span>. The best CRM solutions aren’t just an address book that only organizes contact details. It manages customer data in a centralized place and gives you a 360-degree view of your customers. You should be able to organize customers’ personal information, demographics, interactions, and transactions in ways that are meaningful to your goals or processes. Moreover, a good contact management feature lets you personalize your outreach campaign. By collecting personal, social, and purchase data, it will help you to segment target audience groups in different ways.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Reporting and dashboards</span>. These features of customer relationship management allow you to use analytics to interpret customer data. Reporting is very useful if you want to consolidate disparate data and churn out insights in different visualizations. This lets you make better decisions or proactively deal with market trends and customer behavioral patterns. The more visual widgets a CRM software has, the better you can present reports. Furthermore, a best customer relationship management software will generate real-time data, making reporting more accurate and timely. Reporting also keeps you tab on sales opportunities like upsell, resell, and cross-sell, especially when integrated with e-commerce platforms.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Lead management</span>. These features let you manage leads all the way to win-loss stage. They pave a clear path to conversion, so you can quickly assess how the business is performing. One of the main three legs that comprises the best client relationship management software (the other two being contact management and reporting), lead management unburdens the sales team from follow-ups, tracking, and repetitive tasks.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Deals and tasks</span>. Deals and tasks are closely associated with leads. Deals are leads at the negotiation stage, so it’s critical to keep a close eye on their associated tasks for a higher chance of conversion.<br />CRM software tools should also let you track both deals and tasks in their respective windows or across the sales stages. Whether you’re viewing a contact or analyzing the sales pipeline, you should be able to immediately check the deal’s tasks and details. Deals and tasks should also have user permissions to protect leaks of sensitive data. Similarly, alerts are critical to tasks so deadlines are met. Notifications are usually sent via email or prominently displayed on the user’s dashboard.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Campaign management</span>. Solid CRM software will integrate this feature to enable marketing processes from outreach concept to A/B testing to deployment and to post analysis. This will allow you to sort campaigns to target segments in your contacts and define deployment strategies. You will also be able to define metrics for various channels, then plow back the insights generated by post-campaign analytics into planning more campaigns.<br />Recurring outreach efforts can also be automated. For instance, you can set to instantly appropriate content to contacts based on their interest or send tiered autoresponders based on campaign feedback.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Email management</span>. By integrating with popular email clients like Gmail and Outlook, CRM solutions can capture email messages and sort important details that can be saved in contacts or synced with leads. They can also track activities like opened emails, forwarded emails, clicked links, and downloaded files. Emails can also be qualified for prospecting.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Social media management. </span>Popular CRM systems feature an integrated social media management where you can view different social media pages from the CRM’s interface. This is a convenient way to post, reply on, and manage all your pages. Likewise, this feature gives you a better perspective on how customers are interacting with your brand. A glean of their likes and dislikes, interests, shares, and public conversations helps you to assess customer biases and preferences. Customers are also increasingly using social media to contact companies; hence, a good CRM should alert you for brand mentions.</li></ul>\r\n\r\n<ul><li><span style=\"font-weight: bold;\">Mobile access</span>. With more users accessing apps via mobile devices, many vendors have been prioritizing mobile-first platforms. Emergence Capital Partners study found over 300 mobile-first apps so far and CRM is definitely one their targets. Many CRM solutions have both Android and iOS apps. Mobile access works in two ways to be highly appreciated: accessing data and inputting data while on location. Field sales with the latest sales information on hand may be able to interest prospects better. Conversely, sales reps can quickly update deals across the pipeline even as they come off a client meeting.</li></ul>\r\n\r\n","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/CRM_-_Customer_Relationship_Management.png","alias":"crm-customer-relationship-management"},"884":{"id":884,"title":"AI Sales Assistant Software","description":" There’s little doubt that artificial intelligence (AI) is revolutionizing our digital experiences. Advanced AI technologies like deep learning - where machines are trained to deliver personalized customer service based on user behavior - are promising highly engaging consumer experiences; while ‘conversational commerce’ is fast catching up, with a marked increase in the use of natural language processing (NLP) and adoption of messaging platforms among growing number of consumers, especially millennials.\r\nEngaged customers produce a 23% premium in wallet share, profitability, revenue, and relationship growth compared to only 13% for disengaged customers.\r\nOne of the variants of conversational commerce, is ‘Interactive Commerce’, wherein a conversational AI driven bot helps a user in making a purchase without or with limited human assistance. Interactive ecommerce enables retailers to define parameters like ‘what can be customized’ and ‘what are the options customers have’. In such a scenario, customer experience gets a new meaning, where customers can select the options that they desire, and get the products that truly meet their needs and expectations.\r\nThe essence of customer engagement is personalization - humanized interactions that make customers feel like they’re doing business with a real person instead of a company.\r\nAI sales assistants are tools that help sales representatives in their tasks and processes automation by embedded artificial intelligence. AI sales assistants are advanced computer programs that can understand, process, learn from, and respond to voice or text inputs in natural ways. It can enable conversational interfaces with or without buttons or menus, and can understand and respond to complex user utterances. It typically combines advanced natural language processing (NLP), natural language understanding (NLU), and dialog management techniques to achieve a high degree of automation without sacrificing accuracy.\r\nTo be categorized as an AI Sales Assistant, an AI-product must qualify leads or automate/facilitate internal sales processes.","materialsDescription":"<span style=\"font-weight: bold; \">What is an AI sales assistant?</span>\r\nAI sales assistants are tools that help sales representatives in their tasks and processes automation by embedded artificial intelligence. AI sales assistants are advanced computer programs that can understand, process, learn from, and respond to voice or text inputs in natural ways. It can enable conversational interfaces with or without buttons or menus, and can understand and respond to complex user utterances. It typically combines advanced natural language processing (NLP), natural language understanding (NLU), and dialog management techniques to achieve a high degree of automation without sacrificing accuracy.\r\n<span style=\"font-weight: bold; \">What types do AI sales assistants consist of?</span>\r\nGenerally, there are 2 types of AI sales assistants:\r\n<ul><li>Assistants focused on internal sales related processes: For example, most sales assistants feature a conversational interface that allows sales reps to ask questions in natural language about leads and sales analytics.</li><li>Salesbots: Sales focused chatbots that automate customer outreach and qualify leads.</li></ul>\r\n<span style=\"font-weight: bold; \">What are the benefits?</span>\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Automate support and optimize human resources</span></span>\r\nFirst of all, a virtual assistant understands natural language and identifies the customer’s need. It does the heavy-lifting by automatically resolving routine issues or collecting information. It's simple, really: all the frequently asked questions that you have in your knowledge base are solved by the chatbot.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Make customers happy with immediate answers</span></span>\r\nAs the bot takes care of frequent requests, customers get instant replies and agents gain time. This way, they can focus on customizing the answers, working on strategy and closing sales. If the request can’t be answered automatically, the AI solution sends the information to your CRM, creates a case and assigns it to the right department. As a result, your team will access a complete customer profile to quickly reach out with a solution or an offer.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Reduce costs</span></span>\r\nNeedless to say, while a trained bot takes care of answering automatically, a big 24/7 human support team becomes obsolete. It’s simple math: the smarter your solution, the lower your costs.\r\nAccording to our data, companies that adopt the solution will get to offer 24/7 service, with an expected reduction in human services of around 70%.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Boost Sales</span></span>\r\nAlso, your virtual assistant will be able to detect sales or carry out real-time up-selling actions. When it detects a potential sale, it asks the customer to fill in a short form and sends the details to the Sales team. You will basically have an automatic lead generator that connects seamlessly to your CRM workflow.\r\n<span style=\"font-weight: bold;\"><span style=\"font-style: italic;\">Offer unlimited support</span></span>\r\nFinally, your customers will forget about waiting. You can rely on a chatbot to resolve their demands immediately, 24/7 and in all your channels.","iconURL":"https://old.roi4cio.com/fileadmin/user_upload/robot.png","alias":"ai-sales-assistant-software"}},"branches":"Information Technology","companySizes":"101 to 500 Employees","companyUrl":"https://www.affinity.co/","countryCodes":["USA"],"certifications":[],"isSeller":true,"isSupplier":false,"isVendor":true,"presenterCodeLng":"","seo":{"title":"Affinity","keywords":"","description":" Affinity’s patented technology structures and analyzes millions of data points across emails, calendars, and third-party sources to offer users the tools they need to automatically manage their most valuable relationships, prioritize important connections, an","og:title":"Affinity","og:description":" Affinity’s patented technology structures and analyzes millions of data points across emails, calendars, and third-party sources to offer users the tools they need to automatically manage their most valuable relationships, prioritize important connections, an","og:image":"https://old.roi4cio.com/uploads/roi/company/Affiniti_Logo.png"},"eventUrl":"","vendorPartners":[],"supplierPartners":[],"vendoredProducts":[{"id":6603,"logoURL":"https://old.roi4cio.com/fileadmin/user_upload/Affiniti_Logo.png","logo":true,"scheme":false,"title":"Affinity","vendorVerified":0,"rating":"0.00","implementationsCount":0,"suppliersCount":0,"supplierPartnersCount":0,"alias":"affinity","companyTitle":"Affinity","companyTypes":["vendor"],"companyId":9081,"companyAlias":"affinity","description":"<span style=\"font-weight: bold;\">Affinity</span> is a relationship intelligence platform built to expand and evolve the traditional CRM. Affinity instantly surfaces all of your team's data and shows you who is best suited to make the crucial introductions you need to close your next big deal. Using AI and natural language processing, Affinity helps your team curate and grow its network by unlocking introductions to decision-makers and auto-populating your pipeline to increase deal flow.\r\n\r\n<span style=\"font-weight: bold;\">Spend time on new deals, not data entry</span>\r\nAffinity automatically creates contacts from your inbox.\r\n\r\n<span style=\"font-weight: bold;\">Close deals faster</span>\r\nGet warm introductions from those with close relationships.\r\n<span style=\"font-weight: bold;\">Smarter meetings</span>\r\nAlways know who has talked to whom. Stay informed with up-to-date info before your next meeting.\r\n\r\n<span style=\"font-weight: bold;\">Automatically and retroactively surface every interaction your team has had and retained valuable data even if there’s a departure:</span>\r\n<ul><li>Unearth institutional knowledge</li><li>Remove communication silos</li><li>Schedule smart triggers and reminders</li></ul>\r\n\r\n<span style=\"font-weight: bold;\">Never send a cold email again:</span>\r\n<ul><li>Source better warm introductions and referrals</li><li>Fully leverage your team’s collective network</li><li>Always know the real relationship strength</li></ul>\r\n\r\n<span style=\"font-weight: bold;\">Smart Sheets uncover limitless flexibility:</span>\r\n<ul><li>Customize over 1,000 points of data to surface potential deals faster</li><li>Manage your deal flow efficiently</li><li>Save for quick access and create reminder triggers</li></ul>","shortDescription":"Affinity builds the most advanced, high-throughput infrastructure for syncing and understanding data from communication streams and 3rd-party sources.","type":null,"isRoiCalculatorAvaliable":false,"isConfiguratorAvaliable":false,"bonus":100,"usingCount":0,"sellingCount":0,"discontinued":0,"rebateForPoc":0,"rebate":0,"seo":{"title":"Affinity","keywords":"","description":"<span style=\"font-weight: bold;\">Affinity</span> is a relationship intelligence platform built to expand and evolve the traditional CRM. 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Advanced AI technologies like deep learning - where machines are trained to deliver personalized customer service based on user behavior - are promising highly engaging consumer experiences; while ‘conversational commerce’ is fast catching up, with a marked increase in the use of natural language processing (NLP) and adoption of messaging platforms among growing number of consumers, especially millennials.\r\nEngaged customers produce a 23% premium in wallet share, profitability, revenue, and relationship growth compared to only 13% for disengaged customers.\r\nOne of the variants of conversational commerce, is ‘Interactive Commerce’, wherein a conversational AI driven bot helps a user in making a purchase without or with limited human assistance. Interactive ecommerce enables retailers to define parameters like ‘what can be customized’ and ‘what are the options customers have’. In such a scenario, customer experience gets a new meaning, where customers can select the options that they desire, and get the products that truly meet their needs and expectations.\r\nThe essence of customer engagement is personalization - humanized interactions that make customers feel like they’re doing business with a real person instead of a company.\r\nAI sales assistants are tools that help sales representatives in their tasks and processes automation by embedded artificial intelligence. AI sales assistants are advanced computer programs that can understand, process, learn from, and respond to voice or text inputs in natural ways. It can enable conversational interfaces with or without buttons or menus, and can understand and respond to complex user utterances. It typically combines advanced natural language processing (NLP), natural language understanding (NLU), and dialog management techniques to achieve a high degree of automation without sacrificing accuracy.\r\nTo be categorized as an AI Sales Assistant, an AI-product must qualify leads or automate/facilitate internal sales processes.","materialsDescription":"<span style=\"font-weight: bold; \">What is an AI sales assistant?</span>\r\nAI sales assistants are tools that help sales representatives in their tasks and processes automation by embedded artificial intelligence. AI sales assistants are advanced computer programs that can understand, process, learn from, and respond to voice or text inputs in natural ways. It can enable conversational interfaces with or without buttons or menus, and can understand and respond to complex user utterances. It typically combines advanced natural language processing (NLP), natural language understanding (NLU), and dialog management techniques to achieve a high degree of automation without sacrificing accuracy.\r\n<span style=\"font-weight: bold; \">What types do AI sales assistants consist of?</span>\r\nGenerally, there are 2 types of AI sales assistants:\r\n<ul><li>Assistants focused on internal sales related processes: For example, most sales assistants feature a conversational interface that allows sales reps to ask questions in natural language about leads and sales analytics.</li><li>Salesbots: Sales focused chatbots that automate customer outreach and qualify leads.</li></ul>\r\n<span style=\"font-weight: bold; \">What are the benefits?</span>\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Automate support and optimize human resources</span></span>\r\nFirst of all, a virtual assistant understands natural language and identifies the customer’s need. It does the heavy-lifting by automatically resolving routine issues or collecting information. It's simple, really: all the frequently asked questions that you have in your knowledge base are solved by the chatbot.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Make customers happy with immediate answers</span></span>\r\nAs the bot takes care of frequent requests, customers get instant replies and agents gain time. This way, they can focus on customizing the answers, working on strategy and closing sales. If the request can’t be answered automatically, the AI solution sends the information to your CRM, creates a case and assigns it to the right department. As a result, your team will access a complete customer profile to quickly reach out with a solution or an offer.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Reduce costs</span></span>\r\nNeedless to say, while a trained bot takes care of answering automatically, a big 24/7 human support team becomes obsolete. It’s simple math: the smarter your solution, the lower your costs.\r\nAccording to our data, companies that adopt the solution will get to offer 24/7 service, with an expected reduction in human services of around 70%.\r\n<span style=\"font-style: italic;\"><span style=\"font-weight: bold;\">Boost Sales</span></span>\r\nAlso, your virtual assistant will be able to detect sales or carry out real-time up-selling actions. When it detects a potential sale, it asks the customer to fill in a short form and sends the details to the Sales team. You will basically have an automatic lead generator that connects seamlessly to your CRM workflow.\r\n<span style=\"font-weight: bold;\"><span style=\"font-style: italic;\">Offer unlimited support</span></span>\r\nFinally, your customers will forget about waiting. 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