In our previous AI article, the Aspen94 team offered an overview of AI (artificial intelligence) tools. Today, we’re going to go more in depth on generative AI specifically, and how to best use it to optimize your business.
Generative AI is unique is in that it is a reactive content creator. Unlike agentic AI, it requires a human prompt or input, but from there it can produce new content such a text, images, or code. It’s best used for single-use tasks, and adapts based on new prompts. Human employees are still very much “in control” of every step of the process — while generative AI streamlines and assists in creating the best final product possible.
Think of the parts of your workday that take up the most time: answering emails, analyzing reports, or developing action plans. Generative AI is a powerful tool that can give that time back to both you and your team, but requires you to intentionally redirect your work towards it.
Generative AI and CRM Systems
Generative AI is, in many ways, an ideal complement to existing or future CRM systems. There are many day-to-day customer relationship management tasks that generative AI can help simplify! Your team will get time back in their day to spend on tasks that require more human involvement.
Here are some of the key areas where your business can benefit:
SALES: Use generative AI as a tool to save time and improve the quality of communication
- Generative AI constructs email and document templates to incorporate into your platform
- Generative AI helps with creating materials from initial information gathering, to proposal generation, to contract negotiations, to the close of a sale
- When contact information is lacking, Generative AI enriches that data in your CRM system
MANAGEMENT: Generative AI helps leaders create strategies and improve performance
- Generative AI generates actionable insights from your CRM records and data
- Understand, in “real-time,” the data your CRM system offers
- When you need a presentation, generative AI quickly builds slides, visuals and talking points
CUSTOMER SERVICE: Generative AI eliminates repetitive situations forcustomer service professionals
- Generative AI helps by summarizing customer interactions in real-time, so records are accurate and reliable, but can also be reviewed quickly
- By using gen AI to write and re-write scripts or snippets, teams can ensure conversations are productive, while also staying responsive to customers’ unique questions and issues
- As situations, products and services change, and customer issues coalesce, generative AI quickly adjusts documents that customer service uses to feel comfortable answering questions
- Generative AI is a great research tool when your customer service team is stumped by an issue
MARKETING: Generative AI expands the creativity of your marketing professionals
- When you want to improve your website search rankings, Generative AIfinds and recommends keywords for ideal search engine optimization (SEO)
- Generative AI finds new leads and contact information matching the demographics of your best customers
- When you hit writer’s block, generative AI is an excellent content creator for blog articles, press releases, and entire presentations
- Generative AI suggests different tones, specific issues, andtopics that resonate with unique audiences and specialized prospects
ADMINISTRATORS: Generative AI expands your team’s technical skills to deliver the solutions you need
- Generative AI creates formulas and SQL queries to embed in the reports management desires
- New code and scripts can be written by generative AI, in programming languages your team may not already be familiar with
- Generative AI cleans datasets for import much faster than any human can
CAUTIONARY ADVICE
The Aspen94 expert team would be remiss if we did not add our evolving wisdom as you adopt AI to improve and grow your business.
In a world where hacking, phishing, and false narratives are exploding, data privacy continues to be of paramount importance for your employees, colleagues, prospects, and customers. AI keeps continually growing and changing due to external data fed into AI platforms. Check and double-check information as you begin adoption. Is your CRM system maintaining its integrity? Are you inadvertently exposing confidential information that should not be included in any AI system? Stop and think before allowing data input.
Keep in mind that AI is just another tool. As it makes human lives better, saves time, educates, and inspires higher levels of accomplishment and creativity, it is an amazing tool — but just a tool. Your human team members remain responsible for the final results of AI-generated reports, projects, and data.
Stay tuned for next month’s Aspen94 blog, where we will discuss the potential for agentic AI, and its efficacy in the implementation of effective CRM systems.
Whether you are a new prospect for Aspen94, an established customer, or a business in need of technical help with your CRM systems, we’re here to assist. Call us or email us – we’re ready to offer a free consultation on your schedule.