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Lessons From Using AI To Transform Sales And Customer Service

Dec 19, 2023 - forbes.com
Alfredo Ramirez, CEO of Vyopta, shares his company's experience in leveraging AI to improve business efficiencies in sales and customer service. The company used AI to track customer engagement activities and document interactions, which helped in accurately tracking sales progress and adjusting customer account plans. This integration of AI into sales workflows led to an increase in annual recurring revenue.

The company also used AI to scale their customer support team by feeding it with FAQs, troubleshooting methods, and product data. This led to quicker and more precise responses to customer queries, improved customer satisfaction, and increased the number of customers supported per sales support agent. The company now plans to empower customers with a self-service AI assistant, which Ramirez believes will enhance customer autonomy and free up employees for addressing more complex customer needs.

Key takeaways:

  • AI can be leveraged to improve business efficiencies in sales and customer service, leading to increases in annual recurring revenue.
  • AI can be used to manage and assure the quality of digital user experiences, track customer engagement activities, and document customer and sales team interactions.
  • Feeding AI with FAQs, troubleshooting methods, and product data can improve the ability to scale customer support teams and provide quicker, more precise responses to customer queries.
  • AI initiatives can enhance customer autonomy and liberate employees for addressing more complex customer needs, improving operational efficiency.
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