Boost Your Sales with UCR & Freddy AI in Freshsales Suite

Table of Contents

1. Introduction
2. The Importance of Unified Customer Record
3. Benefits of Unified Customer Record
4. Introduction to Freddy AI
5. How Freddy AI Works with Unified Customer Record
6. Insights Provided by Freddy AI
   1. Duplicate Detection
   2. Lead Scoring and Nurturing
   3. Sales Forecasting
7. Actions Recommended by Freddy AI
   1. Deal Management
   2. Engagement Suggestions
   3. Smart Scheduling
8. Conversations with Freddy AI
   1. Custom Bots
   2. Intent-Based Workflow
   3. Sentiment and Tone Analysis
9. The Value of AI and ML
10. Conclusion

Introduction

Welcome to the Freshworks CRM webinar on the Unified Customer Record and Freddy AI! In this session, we'll be exploring one of the most exciting features of Freshworks CRM and how it revolutionizes the way we engage with customers. We'll also be introducing Freddy AI and how it leverages the Unified Customer Record to provide actionable insights and recommendations for sales teams.

The Importance of Unified Customer Record

In today's world, it's hard to imagine a business without artificial intelligence and machine learning. These technologies have found their way into the realm of customer relationship management (CRM) systems, redefining the way we sell. Freshworks CRM understands the importance of technology and innovation in meeting customer requirements. That's why we have developed the Unified Customer Record (UCR) as the foundation of our CRM system.

The UCR captures customer data from various interactions and touchpoints, providing a centralized source of customer information. With the UCR, businesses can leverage customer insights to deliver a personalized and tailored customer experience. It bridges the gap between sales and marketing teams, enabling better communication and collaboration.

Benefits of Unified Customer Record

The UCR brings several benefits to businesses using Freshworks CRM. Firstly, it eliminates duplicate data entries by detecting duplicates at both the account and contact levels. This ensures data integrity and avoids any data synchronization issues. Additionally, the UCR provides a 360-degree view of customers, allowing sales teams to understand their needs better and avoid unnecessary communications.

The UCR also enables marketing automation to run parallelly with sales engagement. This means that businesses can create marketing segments, campaigns, and customer journeys seamlessly, all from one single platform. The UCR combines all the data from different touchpoints and feeds it to Freddy AI for analysis and insights.

Introduction to Freddy AI

Freddy AI is like your own personal assistant within Freshworks CRM. It utilizes machine learning algorithms to continuously learn and evolve based on your business needs. By leveraging the data from the UCR, Freddy AI provides valuable insights, recommends actions, and enhances customer conversations.

Freddy AI can be divided into three main categories: insights, actions, and conversations. Insights focus on deriving Meaningful signals from the available data, while actions help boost the productivity of sales teams by recommending the best steps to be taken. Conversations are enhanced through intent-based natural language processing (NLP) suggestions, improving the overall self-service experience for customers.

How Freddy AI Works with Unified Customer Record

The correlation between the UCR and Freddy AI is essential for effective AI capabilities. The underlying rule for any artificial intelligence or machine learning system is data, and the UCR provides a unified and enriched source of data for Freddy AI to analyze.

With the UCR as the foundation, Freddy AI can execute smart actions and provide accurate predictions. By understanding Patterns and trends from the data in the UCR, Freddy AI can deliver personalized and tailored insights for sales teams. This enables sales teams to sell better by understanding customer needs and increasing their overall productivity.

Insights Provided by Freddy AI

Freddy AI provides a range of insights that help businesses make informed decisions and drive better sales performance. Firstly, it can detect duplicate contacts and connections, ensuring data accuracy and avoiding redundant communications. Freddy AI also offers predictive contact scoring, quantifying and streamlining measures to identify the most sales-ready prospects.

Furthermore, Freddy AI helps with sales forecasting by tracking activities on deals and predicting outcomes. It assigns tags to deals based on their progress, indicating their likelihood of closing. These tags provide a visual representation of the health of deals and help sales teams focus their efforts on the most promising opportunities.

Actions Recommended by Freddy AI

In addition to insights, Freddy AI also recommends actions that enhance the productivity of sales teams. For deal management, Freddy AI Suggests the best steps to be taken at every stage of the customer journey. These recommendations ensure that sales representatives are proactive and can make decisions based on data-driven insights.

Freddy AI also provides engagement suggestions, such as sending follow-up emails or scheduling appointments, based on customer interactions and behavior. This ensures that sales teams stay engaged with prospects and customers and can provide Timely and Relevant information to drive conversions. Smart scheduling capabilities help sales teams avoid missed opportunities by identifying the best time to reach out to prospects and customers.

Conversations with Freddy AI

One of the most valuable features of Freddy AI is its ability to enhance customer conversations. Through custom bots, businesses can proactively engage with prospects and customers, qualify leads, and book meetings. Freddy AI understands the intent behind customer queries and can provide Instant and precise answers, improving customer satisfaction and freeing up valuable human resources.

Freddy AI also performs sentiment and tone analysis to deliver a more personalized experience. By analyzing customer interactions, Freddy AI can identify sentiment and tone and HAND over conversations to human representatives when necessary. This ensures that customers receive the appropriate level of support and that businesses maintain positive customer relationships.

The Value of AI and ML

Artificial intelligence and machine learning are gaining prominence in the business world for several reasons. Firstly, they reduce the probability of human error and enable businesses to make data-driven decisions. ML algorithms can analyze historical data and provide new knowledge, allowing businesses to uncover patterns and trends that may not be immediately apparent. Additionally, AI and ML focus on analyzing and interpreting data, driving more value and improving business outcomes.

Conclusion

In conclusion, Freshworks CRM's Unified Customer Record and Freddy AI provide a powerful combination of features and capabilities that revolutionize the way businesses engage with customers. The UCR ensures data integrity and provides a holistic view of customers, while Freddy AI leverages this data to deliver meaningful insights, recommend actions, and enhance customer conversations. By embracing AI and ML technologies, businesses can improve sales performance, increase customer satisfaction, and drive business growth.

Thank you for joining the Freshworks CRM webinar on the Unified Customer Record and Freddy AI. We hope you found this session informative and valuable. If you have any further questions or need assistance, please don't hesitate to reach out to our support team. We look forward to seeing you in our next webinar!

Resources:

• Freshworks CRM
• Freshworks CRM Support