Next Best Experience: The future of automated interactions
It has become increasingly essential for businesses to ensure timely and relevant communications with their customers. Each customer is at a different stage of the sales pipeline, and sales reps must adopt different means of communication to cater to the specific needs of each one.
Having said that, it can be quite challenging to keep track of multiple sales records manually. To save you from all this trouble, Zia features Next Best Experience suggestions to help you identify the next ideal step for your open deals and leads and provide your customers with an enhanced buying experience. From sending an email to scheduling a meeting, Zia considers various data points and automates your actions without any human intervention.
Here's how we can help you:
- Get personalized customer journey suggestions.
- Schedule meetings and calls using AI.
- Increase conversions.
- Contextually analyze your data using AI.
Monitor deals closely with Zia
After analyzing your organization's active deals, Zia will prompt you to take the next best action to advance your lead to the next stage of the sales cycle. Zia performs this function by analyzing patterns in historical data, such as time taken, actions carried out, repeat purchases, and more.
This process was initially carried out with the help of Kiosk Studio, a no-code platform for Zoho CRM where sales reps can create custom functionalities to simplify their work. With the introduction of the Next Best Experience feature, Zoho CRM can now use machine learning to make independent decisions without the need for manual configurations.
Contextual email analysis
Zia can analyze and understand the context behind incoming emails and suggest actions accordingly. By extracting information from an email's contents, Zia can provide contextual suggestions to cater to that customer's specific needs in addition to the usual actions. For example, if Zia identifies that a customer is looking for a product demo, it will suggest that you schedule a product demo with the customer on a specific date.
Automated suggestions to help you arrange meetings with just a click
Always keep your customer in the loop with meetings arranged by your AI assistant. Zia will suggest the perfect date and time to schedule a meeting with your customer, and with just a click, you'll have your meeting set up and ready to go.
Schedule calls with AI-powered suggestions
Zia lets you know when it's the right time to schedule a call with your customers so that you maintain close contact with them and ensure they have a smooth buying experience.
Make emails more relevant
Follow Zia's suggestions and send timely emails with relevant content to communicate important information to your customers regularly. Zia also suggests which kind of email you should send; for example, a follow-up, a product comparison, or a quote.
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