Best Practice

CRM in the era of artificial intelligence

Brings greater efficiency and new features to all departments

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Greater efficiency and new features in all departments

The introduction of artificial intelligence in CRM processes increases efficiency and acts as a driver of innovation and growth.

Thanks to Microsoft Copilot in the Microsoft Dynamics 365 platform, and the ease of integration with Azure AI services, new advanced features are made available for every business process.

Marketing

Use natural language to generate segments, create content ideas while reducing production times and increasing conversions, and explore, understand, and predict customer needs with simple texts.

Sales

Generate email content with AI, adapting it to corporate styles, tones, and messages, and integrating personalized details like prices and promotions. Automate summaries on crucial topics, questions, and claims, correlating information to the CRM, and produce summaries for meetings in Teams, both group and individual, to optimize time and focus on high-value activities.

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Service

Edit personalized messages, from emails to chat responses, generating content relevant to the conversation and providing support resources..

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Field Service

Automate the management of work orders with AI-generated summaries, saving time for field workers and simplifying data access for managers. Pre-fill work orders with information extracted from Teams and Outlook, selecting the most suitable personnel thanks to AI recommendations based on skills, availability, and experience, and increase productivity with responses and summaries generated directly in Teams or Outlook.

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Generative AI applied to processes

Cluster Reply supports you with its experience to make the best use of artificial intelligence in business processes. With Generative Artificial Intelligence, the doors open for CRM processes to a dynamic future, with advanced and personalized solutions that radically transform customer engagement, sales opportunity management, and operational efficiency.

Sentiment Analysis

Idea generation for marketing campaigns

Creating email responses for customers

Summary of Opportunities

Knowledge base inquiry

Data entry automation

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Segment creation

Sales meeting summary

Sales Opportunity Management

Explore the future of CRM

Do you want to revolutionize customer management and discover new business perspectives? Contact us today to start or continue your transformation!

Our best practices

Our best practices represent excellence in technological innovation and business strategy. Each project is an example of how the company integrates advanced solutions to meet market needs, ensuring high-level results and long-term sustainability.

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