Wizard Systems

Stay Ahead of the Game with Freshsales Email Notifications

In the fast-paced world of sales, every opportunity is crucial. Missing a vital lead or failing to follow up on a promising prospect can cost you dearly. That's why utilising the power of email notifications from your Customer Relationship Management (CRM) system is a game-changer. Freshsales, a leading CRM solution, offers a robust set of email notification features that can keep you informed and engaged with your sales pipeline, ensuring you never miss a trick.

1. Never Let a Lead Slip Through the Cracks
With Freshsales' email notifications, you'll receive real-time alerts whenever a new lead is captured through your website, social media, or any other source. This instantaneous notification allows you to respond promptly, increasing your chances of engaging with the lead while their interest is still hot.

2. Stay in the Loop About Critical Updates
Whether it's a change in a deal stage, a task due date, or a note added by a team member, Freshsales' email notifications keep you informed. By staying up-to-date about these critical updates, you can prioritise your actions and respond accordingly, ensuring seamless collaboration and timely follow-ups.

3. Automate Reminders for Follow-ups
Forgetting to follow up on a promising lead or an ongoing deal can be detrimental to your sales success. Freshsales' email notifications can be configured to send you reminders for upcoming tasks, appointments, or any other follow-up actions you need to take. This automated system acts as your personal assistant, ensuring you never drop the ball on important opportunities.

4. Customise Notifications to Suit Your Needs
One size doesn't fit all when it comes to email notifications. Freshsales allows you to customise your notification settings based on your preferences and workflow. You can choose to receive notifications for specific events, filter them by priority, or even set up rules to ensure you only receive the most relevant updates.

5. Access Notifications on the Move
In today's mobile-driven world, being tied to your desk is no longer a necessity. Freshsales' email notifications can be delivered directly to your mobile device, allowing you to stay informed and take action regardless of your location. This level of accessibility ensures that you can seise opportunities as they arise, even when you're on the go.

By leveraging the power of Freshsales' email notifications, you can streamline your sales processes, enhance your responsiveness, and ultimately, close more deals. Staying informed and engaged with your sales pipeline has never been easier. Embrace this powerful feature and watch your sales performance soar to new heights.

The AI Inside GoldMine CRM: Automated Processes - Our next event on Feb 6th!

Artificial intelligence (AI) is transforming CRM systems, allowing them to automate repetitive tasks and provide intelligent recommendations. While GoldMine may not have flashy chatbots or complex machine learning algorithms, it does have one incredibly powerful AI feature - Automated Processes.

If you're a GoldMine CRM user, please join us for our next online event on Tuesday 6th Feb at 2pm UK time.  It's an exclusive online event unveiling the most innovative ways to leverage Automated Processes and optimization.

Register here for this session.

Automated Processes allow users to set up triggers and actions that happen automatically based on predetermined rules and criteria. It's like having a robot assistant inside GoldMine, continually working in the background to enforce best practices and optimize workflows.

For example, you could create an Automated Process that automatically assigns new leads to sales reps based on territory, sends introduction emails, and schedules follow-up calls after a set period of inactivity. Or build a process that alerts support agents of pending sales or sends a thank you email after an order.

The possibilities are endless. With a bit of planning, the majority of repetitive administrative tasks like data organization, email triggers, appointment scheduling, and more can happen behind the scenes without any human input needed. This allows the GoldMine user to focus on higher value activities.

Automated Processes serve as the central nervous system of GoldMine, connecting disparate activities across areas like sales, marketing, customer service, and fulfilment. Setting up these automated workflows is like programming rules and logic right into GoldMine that shape how it functions.

Most other CRM platforms offer workflow automation, but what makes GoldMine stand out is its robust tools for highly customizable real-time process automation that is accessible for users without technical backgrounds. Configuring your own intelligent processes is simple and intuitive.

So while GoldMine may lack the flashy AI capabilities of newer cloud-based platforms, its Automated Processes tool delivers exceptionally powerful and user-friendly workflow automation for optimizing CRM usage. Any organization leveraging GoldMine owes it to itself to harness automation and let an artificially intelligent robot assistant work 24/7 to enforce best practices!

CRM Gets a Brain: AI and Predictive Capabilities Emerge

Customer relationship management (CRM) software has become a vital tool for sales, marketing, and customer service teams. While CRM platforms have evolved from basic contact managers to robust suites, the core functionality has remained relatively static. However, major underlying innovations are rapidly revolutionizing what CRM solutions can accomplish.

Advanced artificial intelligence (AI), predictive analytics, and hyper-personalization capabilities are transforming CRM systems from reactive databases into intelligent assistants. Instead of simply recording interactions, this new breed of living, breathing CRMs can optimize processes, uncover insights, learn from data, and deliver tailor-made experiences.

AI Ushers in the Age of Intelligent CRM

Integrating AI tools like machine learning, natural language processing, and conversational agents makes CRM platforms smarter and more useful. Chatbots create interactive customer experiences while collecting valuable data to inform future interactions. Voice assistants help salespeople rapidly capture notes, update records, schedule meetings, and surface recommendations using natural language.

CRM systems equipped with machine learning techniques uncover deeper insights from customer data. By scrutinizing historical communication, purchases, and activity, predictive analytics models identify risks, project outcomes, and reveal key trends. Rather than relying on manual reporting, smart CRMs flag high-priority alerts, uncover revenue opportunities, and automate data-fuelled decisions.

Hyper-Personalization Drives Custom Experiences

Collecting extensive customer data, behaviours, and feedback in integrated CRM profiles also fuels hyper-personalization. With a 360-degree view of customers and AI to connect the dots, CRMs can now tailor content, product recommendations, risk analysis, communication channels and schedules to match individual preferences. Customers get the right message through the right medium at the optimal time.

While CRM software provides a critical centralized database, integrating cutting-edge capabilities propels these tools to an entirely new level. The CRM revolution powered by AI, analytics, and personalization enables sales, marketing and customer service teams to be more efficient, informed and responsive. And customers enjoy highly customized experiences tuned to their needs, leading to satisfaction, loyalty and trust. The future of CRM is here – and it’s smarter than ever before.

Meet Freddy - Your AI help in servicing and supporting your customers

Here are some clever things Freddy can do in Freshdesk:

• Automate repetitive tasks like ticket classification, routing, assignment etc using workflows. This saves agents time and ensures consistency.
• Understand natural language in tickets using NLP and automatically tag, prioritize or escalate them. Makes triaging tickets faster.
• Provide suggested knowledge base articles or solutions to agents while they are responding to tickets. This reduces resolution time.
• Analyze historical ticket data to identify trends, topics and sentiment. These insights can be used to improve support processes.
• Integrate with other tools used by the support team via APIs. For example, pulling customer data from a CRM to auto-populate ticket fields.
• Allow agents to trigger actions like sending notifications or creating follow-up tasks by using a simple chat interface. Reduces context switching.
• Serve as a virtual agent to handle common repetitive queries from customers like account balance, order status etc. Deflects volume from human agents.
• Use sentiment analysis to detect customer frustration and automatically escalate the ticket or notify a supervisor. Improves customer experience.
• Analyze agent notes and resolutions to identify knowledge gaps and training needs. Helps improve agent performance.

So in summary, Freddy can help automate, analyze and enhance many aspects of customer service with Freshdesk through the use of AI and natural language capabilities. This increases productivity, efficiency and customer satisfaction.

Coming soon - NEW Release Sage CRM 2023 - Late May 2023 - AI comes to CRM!

Due out soon is a new release of Sage CRM featuring some AI features!

The changes in Sage 2023 R1 include extension of the Email and Contact Import feature, completing the refreshment of the main user interface and a new artificial intelligence feature called ‘Company Narrative’.

Using deterministic AI, this new feature offers summary insights.
• Automatically analyzing sales, service, and communication data in one place.
• Providing short & easy-to understand information for users.

The narrative tab is more memorable, persuasive, and engaging than data alone. It summarizes intelligence without having to look across records, converting data into information.

Extending the contact & email import feature. Users can now select contacts and emails they wish to import such that:
• They can be imported case & custom entities.
• Lists can be filtered to see where an email has been saved.

Customize your login screen.
• Administrators can now position custom logos as well as change the background of the entire login screen, its top, middle, or lower areas.

Downloading, editing, and re-uploading documents, spreadsheets, and other files.
• Users can now download files, open and make changes to it, and then upload the edited file back to Sage CRM.

Controlling uploads of file types for better security.
• System administrators can configure an “allow list” to restrict the file types that users can upload.
• If a file name extension is missing from the list, the upload of the file is blocked.

For more information on Sage CRM or Sage CRM Upgrades, please contact Wizard Systems