PRETO BUSINESS Corp.

Journal

Know AI CRM to Know Your Customers

2 April 2025 Growth Hacking, Marketing, Online Reputation 4 min read

Cultivating and maintaining successful customer relationships is complex, necessitating a deep comprehension of your customers' purchasing paths, preferences, and behaviors. Deploying a Customer Relationship Management ( CRM) system can facilitate multi- channel engagement with your customers, enabling you to understand them better. Over time, CRM systems have undergone significant evolution, and currently, we are witnessing the integration of Artificial Intelligence ( AI) in CRM systems. This incorporation of AI has revolutionized CRM, bringing it into the modern era.

PRETO BUSINESS Corp, along with 530 other research partners worldwide, participated in a GoodFirms study to explore how CRM advancements could propel business growth. It's crucial for every company to grasp the impact of AI on CRM to better understand their customers and every interaction. As of March 2025, a Google search for "AI CRM" yields approximately 286 million results, underscoring the skyrocketing interest in leveraging AI within customer relationship management this year.

 Two donut charts: 85.8% of respondents say actionable AI in a CRM helps brands build exceptional customer relationships, and 91.5% say AI helps brands understand their customers

Advantages of AI- Enhanced CRM Systems

Here are the primary advantages of AI- enhanced Customer Relationship Management ( CRM) systems:

Impact of AI in CRM on Sales

An AI- enhanced CRM can equip the sales team with sophisticated, often overlooked strategies to uncover new sales opportunities. Artificial intelligence stands out as one of today's most advanced technologies, guiding businesses-- particularly sales teams-- to adapt to evolving customer needs and organizational goals. AI in CRM holds the capacity to bring significant value to both customers and businesses. Numerous companies today acknowledge the critical role AI plays in sales, citing benefits such as streamlined sales processes, optimized sales chains, and more effective sales closures that contribute to sustainable growth. Implementing

Bar chart of AI's role in sales CRM, led by automating repetitive tasks at 60%, product recommendations at 44% and mapping the customer journey, personalising communication and customer data management at 42% each

Function of AI- Enhanced CRM in Marketing

AI- infused customer relationship management systems offer the capability to analyze data in real time, significantly enhancing marketing strategies. Marketing teams can tailor campaigns, design personalized services, and heighten customer engagement through automated data segmentation and the utilization of insightful analytics. This approach leads to higher conversion rates. GoodFirms, in their survey, was particularly interested in gathering expert opinions on the impact of AI in marketing CRM.

Two bar charts: AI's role in marketing CRM, led by data-driven campaigns at 44%, and in customer service, led by analysing customer data at 51% and personalised AI chatbots at 48%

Function of AI- Driven CRM in Customer Service

AI- supported customer relationship management software is equipped with features grounded in analytics and algorithms, empowering businesses to use them as intelligent assistants in various customer service operations. AI is crucial for analyzing customer data, customizing support, delivering quick and efficient responses, swiftly managing inquiries, prioritizing tickets, resolving problems, and offering virtual assistance from any location.

Leading Industries Utilizing AI- Enhanced CRM

Bar chart of the industries that most need AI CRM: retail and e-commerce 87.7%, financial services 74.5%, healthcare 73.6%, insurance 61.3%, real estate 56.6%, hotels and education 49.1%, consulting 48.1%

 

Survey Summary: Key Takeaways

Eight survey takeaways on AI in CRM, covering average ratings, the industries that benefit most, and AI's role in sales, marketing and customer service