Experience Seamless AI Integration with Vtiger One AI Edition

The inclusion of AI in CRM has dramatically transformed business operations for quite some time. It offers valuable customer insights, streamlines repetitive tasks, and refines decision-making procedures. In 2022, IBM’s findings indicated that 44% of organizations are working to embed AI into current applications and processes.¹

Have you ever used Vtiger’s Calculus AI? If yes, you must know that you need to purchase the Calculus AI Add-On from the Vtiger Extension Store to automate core tasks and fully utilize AI superpowers. 

Have you ever wished for a complete CRM solution with AI functions without additional setup? 

Presenting Vtiger One AI Edition – the latest addition to the Vtiger CRM family. 

Let’s learn about the Vtiger One AI edition in detail and see how you can integrate robust AI capabilities into your daily tasks. 

Defining Vtiger One AI

Vtiger One AI is the advanced version of Vtiger One Enterprise Edition with pre-integrated AI capabilities. Unlike other editions, which require a separate installation of the Vtiger Calculus add-on, One AI offers these powerful AI features by default. 

This includes enhanced generative and predictive AI features, automated insights, etc., all designed to optimize business processes and boost productivity. One AI is crafted to offer businesses a seamless, intelligent CRM experience, enabling better customer relationships.

Popular features of Vtiger One AI Edition

Generative and Predictive features have probably caught your attention in the above paragraph. What are they all about, and what do they do? Let us take a closer look.

Predictive AI: Look into the future

Predictive AI is a branch of Artificial Intelligence (AI) that leverages historical data and algorithms to forecast future outcomes. It helps you make informed decisions by predicting trends, behaviors, and events. Some of the features with predictive AI capabilities are:

1. Best Time to Contact
   If your sales team cannot reach out to your leads or customers at convenient times, the Best Time to Contact feature is what you need. AI suggests the best time to contact a lead or customer based on past communications via emails, phone calls, etc., thus increasing engagement rates.
2. Deal Score
   Imagine having multiple deals in your pipeline but being unable to contact your customers simultaneously or close deals faster. 
   
   The Deal Score feature evaluates the probability of deal closure and assigns a score based on factors such as the chances of closing deals, quality of conversations, and customer behavior. It enables you to prioritize your efforts and maximize conversions.
3. Next Best Action
   The Next Best Action feature is designed to offer smart suggestions in your sales process, guiding your team toward success. Suppose a salesperson is uncertain about the next move to make with a potential client. In that case, this feature can suggest actions such as sending a follow-up email, scheduling a demo, or providing additional information based on past interactions.
   
   Let us move on to the generative AI features in Vtiger One AI.

Generative AI: Create effective human-like texts

Generative AI, on the other hand, creates new content based on existing data. This type of AI can generate text, responses, and recommendations, mimicking human beings with the help of large language models (LLMs), Natural Language Queries (NLQ), and Generative Pre-Trained Transformer (GPT) capabilities.

The features where Generative AI in Vtiger CRM is available are:

1. Custom Chatbot
   If a customer visits your website outside of business hours and has a question about your product, then Vtiger’s Custom Bot is perfectly capable of handling these queries. You can train the bot on your knowledge base via help documentation, FAQs, etc. This enables the bot to provide instant and accurate information related to your business. This will also free up your support agents and allow them to focus on other critical tasks.
2. Ask Calculus AI
   Transform your data interaction experience with the Ask Calculus AI feature. Instead of relying on conventional search queries or manual filters to find business information, you can extract insights using various prefixes like Create, Summarize, or Search. For instance, you can instruct the AI to create a meeting with a customer by providing the necessary details or to summarize a deal record for you using conversational or natural language.
3. Case or Email Reply Suggestions
   Organize your email communications with AI-generated reply suggestions, saving time and ensuring consistency in your messaging. Whether sending out mass emails to notify your current customers about a new product launch or instantly responding to incoming inquiries, AI can provide appropriate suggestions to ensure a professional and polished tone in your communications.
4. Prompt Builder
   The Prompt Builder lets you create prompts to elicit specific responses from the AI. It allows you to create job-specific AI assistants grounded with your CRM data and generate customized responses or retrieve in-depth information. Use the Prompt Builder to empower your team members to stay ahead of the game.

Lesser known features of One AI include:

• Bot Management to refine and test bot performance in delivering business-related responses to customers or CRM users. 
• Bot Query Analytics to keep track of queries received from various sources and manage related bot-generated responses on a unified platform. 
• Document Recommendation to enhance user productivity and efficiency by providing tailored document suggestions based on customer interactions.
• Calculus Coaching to evaluate the performance of sales and support agents based on emails, voice calls, and chat metrics and suggest appropriate coaching material.
  
  These features are just the tip of the iceberg. Calculus AI will keep evolving and improving the CRM. In the coming days, we will introduce AI-based features like Voice Assistants, Bias, Toxicity detection, and more.
  
  Stay tuned for exciting updates!

What will you gain by signing up for the Vtiger One AI edition?

There are compelling reasons to consider implementing Vtiger One AI edition into your business operations. They are:

• Seamless Integration: Vtiger One AI integrates AI capabilities directly into the CRM platform, eliminating the need for separate installations or Add-ons.
• Enhanced Efficiency: With AI-driven features such as predictive analytics and intelligent recommendations, One AI simplifies business processes, saving time and resources.
• Personalized Experiences: AI algorithms analyze customer data to deliver personalized experiences, enhancing customer satisfaction and ensuring loyalty.
• Increased Productivity: By automating repetitive tasks and providing actionable insights, One AI boosts productivity and enables teams to focus on high-value activities.
• Improved Decision Making: AI-powered insights and recommendations empower users to make informed decisions that can lead to better outcomes.

So, what are you waiting for?

Take a free test drive for 15 days to gain first-hand experience

1. https://www.ibm.com/downloads/cas/GVAGA3JP ↩︎