TL;DR
Updating CRM with the right set of information is crucial for businesses while selling, as it is the single source of truth. However, it requires a lot of manual effort to update CRM from AEs and Reps. This process can be automated via AI Agents, these agents can extract information from 3rd party sources, meeting transcripts, and auto-update the CRM. In this blog we have discussed, how AI agents can be used to save time by auto-updating CRMs.
CRM data is the single source of truth for the sales teams about leads, prospects, deals, and customers. CRM must always be updated and it requires a constant effort to do so. Currently, businesses use fragmented automations from various workflow tools (like Zapier, Hubspot workflow, etc) to populate simple data in CRMs. Even with those automations after every meeting, AEs have to update the CRM data from the meeting details such as the tech stack they use, where they heard about the company, the next follow-up date, etc.
AI Agents can automate the admin tasks of updating CRMs, with details captured from 3rd party sources and meeting transcripts. With AI agents businesses can update CRMs from various sources such as
- Contact data from LinkedIn and prospecting tools like ZoomInfo, Apollo, etc
- Company data from their website and social profiles such as LinkedIn
- Funding Information from Crunchbase, Tracxn, etc
- Other details from the meeting transcript such as Attribution, Tech Stack, etc.
Automated CRM update from the meeting transcript
After any call with the prospect, the sales rep/AE has to update the CRM fields from the meeting notes. With AI Agent they don’t need to think about that, as the agent will auto-update all necessary fields from the meeting. Let’s see how AI agents can automate filling the right data in CRM after a meeting.
- Once a meeting is completed, the agent would extract the meeting transcript and the details about the prospect such as their tech stack, competitors they are evaluating, next follow-up meeting, etc.
- The agent will send the details to AE on Slack and suggest updating the CRM fields.
- The AE can customize the fields/details by asking the agent on Slack or having them approved.
- Once it’s approved, the agent will automatically update the CRM details.
We have discussed 11 questions you must ask in discovery call and how AI Agent auto-updates it in CRM.
Using Locale.ai to automate CRM updations
Locale.ai utilizes a user-friendly drag-and-drop interface that allows to creation of complex, multi-step workflows. Users can configure a series of actions to be performed by the AI agent. Not only auto-updating CRM, Locale.ai’s AI agents can be use to automate variety of sales processes such as Post Demo Follow-up, Prospect research pre-meeting, Prospecting and personalized outreach, Inbound lead qualification etc.
The combination of AI agents and human expertise allows the team to automate the admin tasks, and also be the center of command of anything that happens. It brings everything within Slack, providing a centralized hub for AI-human collaboration.
Are you ready to transform your sales process and unlock your team's full potential? Schedule a call to learn more about how AI Agents can help your team.
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