The evolution of CRM: AI, No-Code and Platforms
Cameron Marsh, Senior Analyst at Nucleus Research, returns to #tomandocafeconjesushoyos to discuss the recent innovation on #crm around Artificial Intelligence, No-Code and Platforms. We discussed the realities of the cost to implement AI, the use of No-Code to save money, and the use of platforms to manage the customer engagement. Some vendors to make reference to are: Zoho, Zendesk, Salesforce, ServiceNow, and HubSpot.
Cameron Marsh, Senior Analyst at Nucleus Research, returns to #tomandocafeconjesushoyos to discuss the recent innovation on #crm around Artificial Intelligence, No-Code and Platforms. We discussed the realities of the cost to implement AI, the use of No-Code to save money, and the use of platforms to manage the customer engagement. Some vendors to make reference to are: Zoho, Zendesk, Salesforce, ServiceNow, and HubSpot.
Key Topics 🧠 The evolution of CRM involves the use of artificial intelligence to gather and analyze data from various sources, revolutionizing the way businesses manage their customer relationships.
🤖 AI technology should not sacrifice the quality of customer interactions for the sake of productivity, as losing a customer due to a bad experience is more expensive than the technology itself.
🤖 Zendesk's' unique approach to AI agents, only charging when they can automatically resolve a ticket with zero customer interaction is a game-changer in the CRM industry.
📊 Companies in Latin America are expected to be fully immersed in AI with real financial investments by 2027, indicating a rapid adoption of AI technology in the region.
🧠 The success of AI depends on the quality and consistency of the data it learns from, making a single platform for data integration crucial for optimal performance.
📊 Data consistency and accessibility are crucial for making data actionable and driving next best action marketing and sales.
🧠 Trust and relationship between the vendor and the customer are essential for successful AI implementation and pricing transparency.
🧠 Cutting through marketing jargon and focusing on tangible results will drive technology forward and increase adoption.
Advisory & Blog
Consultoría e Implementaciones
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Cameron Marsh
Analyst
I am a Research Analyst with a focus on CRM, CPQ, and Marketing Automation systems. With a finance background and over 5 years of hands-on experience in CX technology, I focus on ROI to help organizations drive strategic decisions and optimize business growth.
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