Supercharge Your CRM With AI-Driven Integrations
Seamlessly Connect AI to Your CRM for Smarter, Real-Time Interactions
Hidden Costs of a Mismanaged CRM
Is your business using conversational AI for CRM? If not, maybe you’re facing frustrations like these:
- You’re sick of spending hours contacting leads or customers and manually entering data into your CRM. If there were a way to input that data automatically, you’d have more time to spend on finding new customers and marketing your business.
- In the past week alone, you’ve caught several mistakes with the data in your CRM. You know your employees are only human, and mistakes happen, but those errors are skewing your data and costing you a ton of money.
- Your sales and support teams spend way too much time trying to get ahold of leads and entering notes in the CRM instead of engaging with paying customers.
If any of those frustrations sound familiar, you’ll love the convenience of 2X Solutions’ AI platform.
Boost CRM Efficiency With AI Voice Integration
2X Solution’s AI Platform is the perfect partner for your business’s CRM. Our conversational and voice AI system integrates seamlessly with your CRM, making data management a breeze.
Here’s what you’ll get when you choose our AI Platform:
Real-Time Communication and Data Capture
There is no need to manually call your leads and enter the conversations when our AI Platform is on the job. Our system automatically calls the leads, captures the interactions and updates your CRM instantly.
AI-Driven Insights
Is that lead a tire-kicker, or are they getting ready to buy? You won't have to guess when integrating our AI Platform with your CRM. You’ll get AI-powered, insights to help you make sales and marketing decisions.
Personalized Customer Engagement
With our AI platform, go beyond basic experiences by offering personalized interactions to leads. Your sales team will enjoy real-time call support to help them get leads on the phone, identify customer pain points, and transfer them so they can close the sale.
The 2X Solutions Advantage
Take a look at the many fantastic perks you’ll get when you choose 2X Solutions:
Automated Data Entry
Who wants to spend hours manually entering data into a CRM? When you use our AI Platform, you’ll get those hours back so you can focus on growing your business instead.
Actionable Insights
Our AI extracts valuable insights from customer conversations, enabling your sales team to act on hot opportunities immediately.
Improved Contact Efficiency
Your sales and support teams can stop spending time on routine calls leaving hundreds of hours of voice mails and focus on talking to real people and building relationships with those leads instead. Turn online lead forms into live calls.
Seamless Integration With Any CRM
No matter your CRM, we’ve got you covered. Our AI Platform works with top CRMs like Salesforce, Zoho, HubSpot, Pipedrive, and Microsoft Dynamics 365. We can even work with custom CRMs.
Ready to take advantage of the power of conversational AI for CRM?
Book Your Free Demo call us at (323) 214-3889FAQs
How does AI streamline CRM data entry?
AI streamlines data entry by automatically entering data into your CRM for every lead and customer interaction. Instead of spending time typing data into the CRM after every call, you can move on to the next lead.
Can AI improve lead contact and management through CRM integration?
Absolutely! You’ll find it so much easier to contact and manage your leads with our conversational AI for CRM. We can put a workflow together that can contact leads and send the data it collected right into your CRM, so instead of asking redundant questions, all your team needs to do is close the sale.
What CRM systems does your AI integrate with?
Our AI works with all major CRM systems, including Salesforce, Microsoft Dynamics 365, Pipedrive, Zoho, and HubSpot. Don’t see your CRM here? Chances are good that we still support it. Give us a call today to find out.
How does AI enhance customer personalization?
With our AI Platform, you can personalize every aspect of the customer experience. AI can offer personalized suggestions, products, and services based on the customer’s interests and needs that you have included within your CRM.
Can AI improve CRM reporting and analysis?
You bet it can. Because customer interactions are uploaded to your CRM in real time, you’ll gain access to actionable insights that help you make better sales decisions.
Understanding AI in CRM Integrations
Our voice and conversational AI solutions are designed to make your life easier. You’ll enjoy can’t-miss benefits like these when you choose 2X Solutions:
- Efficiency: Contacting leads and entering data into your CRM manually eats up a ton of time, and that’s time that could be better spent engaging with your qualified customers. On top of that, manual data entry is prone to errors that could lead you down the wrong road or cost your business money. Our AI Platform handles data entry automatically, which means more time saved and less risk of costly mistakes.
- Real-Time Insights: Have your new reps ever slipped up while talking to a customer because you weren’t sure what to say? Say goodbye to those slip-ups when you integrate our system with your CRM. You’ll get helpful insights to help drive your conversations in real-time.
Implementing AI in CRM Integrations
Wondering how you can make the most of conversational AI for CRM? Follow these tips:
- Ensure Seamless Data Flow: Your AI platform won’t do much good if you forget to integrate it with your CRM. Be sure to choose a platform that plays nicely with your CRM, like 2X Solutions. Our platform works beautifully with both major CRMs on the market and custom CRMs, and we’ll handle integration for you, too.
- Automated Workflows: Have you ever lost a customer because you failed to follow up? That stings, especially when you were so close to the finish line. You’ll never have to worry about following up with 2X Solutions AI Platform again. Our system schedules an entire workflow from start to finish that will contact new leads and aged leads with much better efficiency and cost than natural people.
The Future of CRM: AI-Powered Integrations
What’s in store next for the future of conversational AI for CRM? Business owners like you have plenty to look forward to.
- Predictive Customer Journeys: Businesses have long wished they had a crystal ball to show them what steps their customers are going to take and whether they’ll convert to buyers. Well, AI may not be magic, but it’s the next best thing. Soon, it will be powerful enough to analyze a customer’s behaviors and predict their actions, whether that’s calling for a quote or putting that product in their shopping cart.
- Deeper Personalization: If there’s one thing customers love, it’s personalized experiences. A study by Forbes found that 81% of consumers enjoy doing business with companies that provide personalized experiences, and 70% like it when employees remember things about them (their past purchases, previous interactions, etc.). In the near future, you’ll be able to use AI to add even more personalization to your customer interactions.
- AI-Powered Sales Forecasting: It’s no fun to wonder whether your new product will sell like hotcakes or languish on the shelves for months. Thanks to AI, you won’t have to worry about hanging on to inventory with little to no chance of selling. AI platforms will be able to predict sales outcomes and forecast trends, enabling you to adjust your strategy in real time.
- Voice-Activated CRM Features: Let’s face it: Typing stuff into your CRM eats up a lot of time, and it doesn’t always bring the results you want. It won’t be long before conversational AI for CRM becomes speech-enabled, allowing you to search and enter data with only your voice. That means fewer mistakes and better, more reliable results.
Discover How Voice AI Can Elevate Your Business – Get a Personalized Demo & Free e-Book!
Ready to see how our conversational Voice AI can transform your business? Fill out the form below, and our AI will give you a quick call to gather a few more details. Not only will you get a sneak peek into how Voice AI can streamline operations, boost lead follow-ups, and automate customer interactions, but you’ll also receive a free e-book right after our chat. It’s like having a personal assistant that never sleeps—just for you.
