AI CRM Capabilities

• Revenue Forecasting

  Accurately forecast revenues in order to better prioritize sales efforts and improve financial planning by using AI models that look at all enterprise and extraprise data to predict which sales will close, where risks and opportunities are, why, and what can be done to address them.

• Customer Churn Management

  Detect customer churn risks up to 90 days in advance with a 360-degree customer view, identify the drivers of churn risks, and use AI recommendations to prevent customer churn with custom offers and discounts.

• Next Best Offer

  Identify high-potential customers for upsell and cross-sell opportunities, pair customers with optimal product, service, and pricing offerings using AI, and guide customer service representatives to maximize customer lifetime value.

• Product Forecating

  Accurately forecast demand using AI in order to improve capacity and supply chain planning, thereby minimizing inventory levels while ensuring customer needs are met.

• Customer Engagement

  Unify customer service experiences across all channels, including call centers, website, direct mail, and email, and leverage AI models to deliver personalized messaging at the right time through the right channel.

• Customer Activation & Onboarding

  Track customer activation from sale to installation, to ensure efficient delivery of products and services, and use AI to optimize operations and detect delays in delivery.

• Case Management

  Manage customer service requests with end-to-end case management workflows, and use AI to proactively recommend actions to resolve cases.

• Call Center Deflection

  Detect customer needs and complaints using AI and proactively reach out with content and assistance in order to reduce call center activity and increase customer satisfaction.

• Bill Management

  Use AI to predict high or anomalous bills and proactively engage customers with cost management suggestions.