Artificial intelligence (AI) is currently on everyone's lips. But beyond visions and buzzwords, many companies are asking themselves: What exactly does AI offer in CRM – and is it economically viable? The good news is that this is not a distant dream, but rather a very practical application that already works today and creates real added value.
Instead of abstract concepts, the focus is on how AI makes your employees' everyday lives easier and improves the customer experience. The goal is not to replace people, but to relieve them of routine tasks that take time but add little value. This leaves more room for what really matters: personal customer relationships.
In sales, AI can play a decisive role in helping to focus on the right leads. Lead scoring is one example of how this can be done. AI automatically evaluates which contacts are most likely to be ready to buy. Based on historical data, AI can estimate which deals are likely to be successful. Technology also suggests the “next best action” in the further acquisition process: what are the specific next steps? What would be a suitable product offering, or when is the best time to make a call?
The result is significantly improved sales efficiency through less cold calling, more targeted activities, and higher success rates.
AI also provides relief in customer service. Incoming emails or tickets are analyzed and sorted and prioritized directly according to urgency and topic. Incoming inquiries go directly to the right employees. AI can also suggest relevant knowledge articles or response templates for service employees. In the next stage of development, bots can be integrated to support customers with a wide variety of questions.
All of this increases processing speed, reduces waiting times, and improves customer satisfaction—a real competitive advantage.AI in marketing: Securing customer loyalty and personalizing experiences
In marketing, AI enables even more precise targeting of individual needs. Early warning systems identify which customers are likely to churn, allowing countermeasures to be taken in good time (churn prevention).
Content and campaigns are dynamically adapted to the behavior and interests of individual target groups, and recipients can receive personalized and individualized messages.
This minimizes wastage and strengthens loyalty among existing customers.
To enable AI to reach its full potential in CRM, companies should keep a few points in mind:
Start pragmatically: Begin with clearly defined use cases rather than grand visions. This will help you achieve quick wins and ensure acceptance.
Involve employees: AI only works if it is understood as a support tool. Transparent communication and practical training are crucial.
Check tool selection: Pay attention to integration with your existing CRM system, ease of use, and comprehensible results.
AI in CRM is not an end in itself, but a tool that enables efficiency gains while improving the customer experience. Companies that invest now create freedom for their employees and move closer to their customers.
We support you in leveraging this potential in your company—in a practical, economically sensible way and with your individual goals in mind.
#CRM #ArtificialIntelligence #SalesAutomation #ServiceAutomation #MarketingAutomation
About the author:
Frank Lauterhahn, Managing Partner
Frank Lauterhahn is an experienced CRM consultant who helps companies of all sizes and from all industries to develop effective CRM strategies and benefit from CRM software in the long term.
With a holistic approach, he supports his customers from the definition of objectives to business analysis and implementation.
As an independent consultant with extensive market knowledge and negotiation skills, he ensures the selection of the most suitable software solution and a smooth implementation.
Thanks to his many years of experience as a project manager in CRM technology implementation, he ensures that the project runs smoothly.
With expertise in various project methods and consulting services for the digitalization of customer management, he supports companies that are ready to exploit their full potential.