- AI CRMCategory
- A system that integrates artificial intelligence capabilities into the customer relationship management process to help companies automatically understand customers, generate tasks, call knowledge bases, and promote sales follow-up.
- customer contextdata
- A collection of customer-related information such as customer profiles, contacts, historical communications, opportunity stages, task schedules, quotation records, and knowledge base references.
- AI Customer Summaryability
- The system automatically generates a customer key description based on the customer context, allowing sales to understand the background, stages and next steps before opening the customer.
- AI task scheduleability
- The system has the ability to automatically generate to-dos, schedules and reminders based on communication content and customer status.
- AI knowledge baseability
- The ability to have AI retrieve and invoke corporate materials and generate usable content in conjunction with customer questions.
- RAGtechnology
- Retrieval enhancement generation. AI searches for relevant information before answering questions and then generates answers based on the information, making it closer to the company's real knowledge and able to label sources.
- sales automationprocess
- Automatically complete sales actions such as reminders, tasks, emails, lead allocation, and process advancement through the system.
- Customer portraitdata
- The system’s comprehensive description of the customer’s industry, size, needs, stages, risks, value, and communication preferences.