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CRM
Best AI CRM Tools and Data Extractors in 2024
Liucija Adomaite
August 6, 2024
|
7 min. read
Liucija Adomaite
LAST UPDATED
August 6, 2024
READING TIME
7 min.
We live in data rich times. 97.2% of businesses are now investing in Big Data and AI, according to New Vantage.
The way businesses handle this data sets apart profitable businesses from unsuccessful ones.
No wonder that AI-powered sales software has become the most powerful asset. It allow businesses operate more efficiently, accurately, and strategically.
In fact, data-driven organizations are 23 times more likely to acquire customers and 19 times more likely to be profitable, according to Mckinsey Global Institute.
In this article, we analyzed the top AI data extraction tools and the best AI CRM solutions, so you can put all your customer data to the best use.
Do you need AI in your CRM?
Yes, if you want to squeeze the very max out of your customer data and transform your business operations in no time.
AI boosts your CRM performance by optimizing data management, enhancing decision-making, and personalizing customer interactions.
It's a sales operations best kept secret, and the chances are that your competitors are already implementing AI solutions to extract and organize their customer data.
AI enhances data accuracy by automatically cleaning and updating records, reducing manual errors.
Predictive analytics provided by AI can forecast sales trends and identify high-potential leads, allowing your sales team to focus efforts where they are most likely to succeed.
Automation of routine tasks, such as follow-ups and data entry, frees up valuable time for your team to engage in more strategic activities.
AI-driven insights offer personalized customer experiences by analyzing behavior and preferences, improving customer satisfaction and retention.
Real-time analytics and reporting help you make informed decisions quickly, keeping your strategies agile and effective.
Additionally, AI chatbots provide instant customer support, enhancing customer engagement by resolving queries promptly.
What is a data extraction tool?
A data extraction tool is software designed to collect and retrieve specific information from various data sources such as websites, databases, and documents.
It automates the process of gathering data, making it faster and more accurate than all the manual methods.
Using the newest AI algorithms, data extractors can handle large volumes of data automatically and export it into usable formats for the best operational efficiency.
Data extraction tools are extremely relevant across all industries that process documents, from sales and finance to healthcare and retail.
In this article, we focus on industries that use CRM since they rely on data profoundly. For example, sales and marketing industries are inherently customer-centric.
It means they employ CRM software for automations, data insights, operations, analytics and reporting.
That leads to increased customer satisfaction and higher revenue.
What is an AI CRM extractor?
An AI CRM extractor is a tool that uses artificial intelligence to automatically collect and integrate customer data from various sources into a CRM system.
It enhances data accuracy and completeness by leveraging machine learning algorithms to identify and extract relevant information.
This tool helps streamline data management, reducing manual entry and ensuring up-to-date customer records.
It is particularly useful for improving customer insights and personalising marketing and sales efforts.
Essentially, AI-powered CRM extractor enhances efficiency, data accuracy, and customer relationship strategies faster, easier, and at lower price compared to doing everything manually.
7 Best AI tools and data extractors for your CRM
In this list, we present you the top CRM AI solutions, advanced AI tools and AI data extractors currently available on the market.
These two are two separate tool categories, but can be used together to boost the overall performance.
1. Claap is the best AI CRM extractor for sales meetings
Claap is the all-in-one video workspace powered by AI where you can share video updates, record meetings and organize video content.
It's screen recording, meeting recording and a video wiki, all in one place.
But it offers more than just video features. For sales teams, it creates deal notes, email follow ups cloning your voice, CRM enrichment and pipeline reviews.
This is done all with the help of AI. You have to copy-paste the transcript of your latest meeting and Claap’s AI sales copilot extract relevant fields to fill your CRM.
2. Freshsales is the best for AI-powered chatbot tools
Freshsales is a CRM developed by Freshworks that offers tools to streamline the sales process like lead management and email and event tracking.
Freshsales includes Freddy AI, an advanced artificial intelligence system that enhances customer interactions and streamlines sales processes.
Its chatbots are built to interact with customers instantly, addressing questions, offering support, and nurturing leads 24/7, ensuring businesses are always responsive to new opportunities.
Freddy AI handles routine tasks automatically and provides predictive insights, boosting the efficiency of the sales team.
By accessing real-time customer information, Freddy AI enables personalized engagements, tailoring interactions to meet the specific needs of each customer.
Freshsales’ AI offer three solutions:
Freddy Self service: Instant conversational support for quick resolution
Freddy Copilot: Agent productivity and efficiency tools for smart service operations
Freddy Insights: Proactive insights for quick decision-making.
3. Pipedrive CRM AI is the best for automating sales processes
Pipedrive CRM's AI, known as "Sales Assistant," helps automate and streamline the sales process.
It provides intelligent recommendations for the next steps in a sales pipeline, enhancing productivity and ensuring no opportunities are missed.
This AI analyzes past interactions and sales activities to predict future outcomes, offering valuable insights for decision-making.
It's also capable of automating routine tasks such as data entry, follow-ups, and scheduling, freeing up time for sales teams to focus on high-value activities.
Pipedrive's AI categorizes and organizes data efficiently, making it easy to access and analyze customer information and sales metrics.
This organization of data helps businesses maintain accurate records and derive actionable insights to improve their sales strategies.
4. Zoho CRM’s Zia AI is the best all-rounder AI solution
Zoho's Zia AI is a smart assistant embedded within the Zoho CRM ecosystem to boost its capabilities with advanced intelligence.
Zia offers predictive sales analytics, lead scoring, and sentiment analysis, helping businesses understand customer emotions from their interactions.
Beyond CRM, Zia automates routine tasks and provides data-driven insights, making smart suggestions and generating content autonomously.
It learns from user behavior over time, which enhances its ability to offer useful recommendations and automate more tasks efficiently.
Zia can respond to queries, send real-time notifications, and create detailed reports, streamlining various business operations.
Key features include generative AI for crafting business emails and social media posts, automatic customer support ticket responses, and summarising meetings.
Additionally, with OpenAI integration and a strong focus on data privacy, Zia ensures seamless functionality while keeping user information secure.
6. Salesforce Einstein is the best CRM AI for sales forecasting
Salesforce Einstein can forecast sales, identify the most promising leads, automate routine tasks, and offer personalized product recommendations.
In terms of pricing, Salesforce CRM’s Einstein AI will cost you 75€ user/month.Salesforce Einstein for Sales offers various functionalities, including:
Lead scoring
Opportunity scoring
Opportunity insights and pipeline Inspection
Einstein Forecasting uses AI technology to enhance forecasting accuracy and plans for a different approach if projected performance is suboptimal
Automated contacts and recommended connections
7. Parseur is the best AI data extractor for document parsing
Parseur is the document parsing tool that converts documents into organized data.
You can easily reuse this strustured data in your business applications and feed them to your CRMs.
It helps businesses to fully automate repetitive tasks like sorting, transcribing and filing of thousands of emails they receive.
Parseur supports emails, PDFs, scanned PDFs, spreadsheets, text documents, HTML documents.
You simply upload your documents in the app or setup automatic imports by email, via their API, or Zapier, Make, or Power Automate.
After, you choose between three parsing engines: an AI parsing engine, a template-based parsing engine with OCR for PDFs, and a template-based parsing engine for text documents.
The good thing about Parseur is that it can also handle heavy-duty data extraction. Their servers have a 99.9%+ uptime and multiple redundancies in place.
You can integrate Parseur with various CRMs like Salesforce using Zapier and export all parsed data straight to Salesforce. It also integrates with Pipedrive and Hubspot CRM.
7. lemlist AI is the best outreach AI solution
lemlist Outreach AI is a technology that uses artificial intelligence to improve outreach tasks and make outreach campaigns more effective.
It helps you generate effective campaigns at scale ten times more faster.
This AI-powered solution is particularly beneficial for sales teams in need of turning more leads into customers.
It automates and optimizes processes like campaign creation, email personalization, and helping businesses generate more responses and grow faster.
For example, let's say you have a business and want to reach out to potential customers via email.
With lemlist AI, you can automatically create hyper-personalized multichannel sequences based on your value proposition, your recipient’s infos.
This saves you hours, avoid the blank-page anxiety and increases your reply rates.
While lemlist is not a CRM but a powerful all-in-one outreach solution, lemlist easily connects with all the most popular CRMs including Salesforce, HubSpot and Pipedrive.
lemlist’s AI shows a growing trend in sales prospecting industry where by 2025, 75% of B2B sales organizations are expected to incorporate artificial AI guided selling solutions to enhance their traditional sales playbooks (according to Gartner, Inc.).
This prediction signifies the growing recognition of AI's potential in revolutionizing the sales process and its significant impact on B2B sales strategies.
Do you need an AI CRM tool?
Yes, if your team falls under one of these categories:
Sales Teams: To automatically gather and update customer information for better lead management and targeted outreach.
Marketing Departments: To refine customer segmentation and personalize marketing campaigns based on accurate and comprehensive data.
Customer Support: To access up-to-date customer histories, improving response times and service quality.
E-commerce Companies: To streamline data integration from multiple sales channels, ensuring a unified customer view.
Data Analysts: To automate data collection and focus on analyzing trends and generating actionable insights.
How does AI work in CRM?
AI in CRM works by leveraging machine learning algorithms and data analytics to enhance customer relationship management processes.
It automates data collection and analysis, pulling in customer information from emails, social media, and other interactions to create comprehensive profiles.
AI can predict customer behavior by analyzing past interactions and purchase history, enabling personalized marketing and sales strategies.
It also automates repetitive tasks such as data entry and follow-up reminders, freeing up time for sales and support teams.
Additionally, AI-powered chatbots provide instant customer service, handling common queries and issues round-the-clock.
Frequently Asked Questions
Which CRM has the best AI?
Freshsales, HubSpot CRM, Pipedrive, Zoho CRM, Salesforce are among the best CRM with built-in AI solutions.
What is AI data in CRM?
An AI-powered CRM system integrates artificial intelligence capabilities with traditional CRM functionalities.
Not only it stores customer data but it focuses on analyzing, forecasting and automating real-time interactions with your customers.
CRM automation is the process of using the CRM to automate repetitive and manual tasks within your core business functions like marketing, sales and support.
All CRM systems offer their own automation functionalities that are among the most important features in any CRM software.
What is the most important thing in handling CRM data?
CRM data maintenance is the most important and ongoing process of managing and updating the data within your CRM.
A proper CRM data maintenance and handling ensures that all your customer data is accurate, complete, and up-to-date.
During this crucial process, you remove duplicates, correct errors, and periodically verify data integrity.
No CRM, even AI-powered CRM, will bring the desired results if you don't periodically review your customer data.
Liucija Adomaite
Liucija Adomaite is a viral content writer and organic traffic expert on a mission to help turn ambitious businesses into big names.
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