AI for Relationship Management & Account Planning is a game changer and revenue driver!

Unlocking up to 29% productivity & efficiency gains throughout the sales process

Squivr’s Product Alignment - AI

Squivr specializes in - Rule-based artificial intelligence (AI) is a type of AI that uses human-made rules to process data and make decisions. These rules are often written as "if-then" statements, where "if" represents a condition and "then" represents an action or conclusion.

“Leveraging artificial intelligence (AI) for enhancing relationship management (RM) has become a business necessity. At Squivr, we focus on Relationship Management and Account Planning to unleash the revenue team’s competitive advantage.

We optimize your investment in AI & Salesforce to streamline how revenue teams build strategies, foster relationships, personalize customer interactions, and predict future trends.”

JP Leggett

Activating AI with Relationship Management with Squivr in Salesforce:

  • Define Your AI Objectives

    Before diving into the technicalities, outline what you aim to achieve with AI in your relationship management strategy. Whether it's improving customer service, personalizing marketing campaigns, or increasing sales predictions accuracy, having clear objectives will guide your AI implementation process.

  • Collect and Clean Your Data

    AI thrives on data. The accuracy and effectiveness of your AI predictions depend heavily on the quality and quantity of the data you feed into the system. Ensure your Salesforce data is clean, up-to-date, and comprehensive. This includes customer data, interaction logs, sales history, and any other relevant information that can be analyzed by AI.

  • Leverage Your Platform

    Squivr helps you active AI in Salesforce. With your objectives in place and data ready, start exploring Einstein's features

    • Einstein Prediction Builder: Create custom AI models to predict outcomes based on your Salesforce data.

    • Einstein Next Best Action: Automate recommendations for your team's next steps.

    • Einstein Language and Vision: Utilize natural language processing to analyze text data from emails, social media, and web chatter to gauge customer sentiment.

  • Integrate and Automate Workflows

    With AI models and tools in place, the next step is to integrate them into your daily workflows. Automate routine tasks, like data entry or lead scoring, to allow your team to focus on more strategic activities. Use Einstein's insights to guide decision-making in real-time, ensuring a more personalized and efficient customer experience.

  • Monitor and Iterate

    AI is not a set-it-and-forget-it solution. Continuous monitoring of your AI tools' performance is crucial. Evaluate the predictions' accuracy, the impact on customer satisfaction, and overall business outcomes. Use these insights to refine your models and strategies, ensuring your AI evolves with your business needs and market changes.

  • Stay Informed and Compliant

    Lastly, keep abreast of the latest AI advancements and ethical guidelines. AI in CRM is a rapidly evolving field, with new features and capabilities regularly introduced. Additionally, ensure your use of AI complies with data protection regulations like GDPR or CCPA, respecting customer privacy and consent.