TL;DR
Updating CRM with the right set of information is crucial for businesses while selling, as it is the single source of truth. However, it requires a lot of manual effort from AEs and sales reps to update the CRM on time and with 100% accuracy.
With AI sales agents, CRM updates can be automated. These agents can extract information from 3rd party sources, meeting transcripts, and auto-update the CRM fields. One of the tools that can do this is Locale.
CRM data is the single source of truth for the sales teams about leads, prospects, deals, and customers. As such, it must always be updated on time and with 100% accuracy. Currently, companies fill the CRM manually.
AI agents can automate the admin tasks of updating CRMs, with details captured from meeting transcripts, email threads and 3rd party sources such as:
Contact data from LinkedIn and prospecting tools like ZoomInfo, Apollo, etc
Company data from their website and social profiles such as LinkedIn
Funding Information from Crunchbase, Tracxn, etc.
Other details from the meeting transcript such as attribution, tech stack, etc.
Here is a workflow for auto-updating CRM from the meeting transcript
After any call with the prospect, the sales rep/AE has to update the CRM fields from the meeting notes. An AI agent will auto-update all necessary fields from the meeting. Let’s see how:
Once a meeting is completed, the agent would extract the meeting transcript and the details about the prospect such as their tech stack, competitors they are evaluating, next follow-up meeting, etc.
The agent will send the details to AE on Slack and suggest updating the CRM fields.
The AE can customize the fields/details by asking the agent on Slack or having them approved.
Once it’s approved, the agent will automatically update the CRM details.
Related: 11 questions you must ask in a discovery call and how AI Agent auto-updates it in CRM
Using Locale to automate CRM updations
Locale utilizes a user-friendly drag-and-drop interface that allows the creation of complex, multi-step workflows. Users can configure a series of actions to be performed by the AI agent. Not only auto-updating CRM, Locale’s AI agents can be used to automate a variety of sales processes such as post-demo follow-up, prospect research, and a lot more. Check out more use cases here.
The combination of AI agents and human expertise allows the team to automate the admin tasks, and also be the centre of command of anything that happens. It brings everything within Slack, providing a centralized hub for AI-human collaboration.
Are you ready to transform your sales process and unlock your team's full potential? Schedule a call to learn more about how AI Agents can help your team.
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