Meet AI designed for real “workers,” not just programmers. Powered by AI, it helps your sales and service teams “think” and “suggest” what to do next, without hiring a data scientist
AI Insights
Stop paying for “complex” and “unused” AI
Take customer relationships to the next level with AI
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Insights
MOAI-CRM : AI Insights
Why do AI in other CRM systems still not meet your business needs?
You hear about AI every day, but when you try to implement it, you find that…
- Too large and expensive: You have to pay a huge price for enterprise-grade AI, which requires lengthy implementation time, complex configuration, and ultimately becomes a “black box” where the team doesn’t understand what it’s thinking or how to use it.
- Superficial assistant: You can ask AI questions, but the answers are often general information or just pull up primitive reports. They don’t “guide” or “recommend” insightful, in-depth actions.
- Partially skilled: AI may be excellent at summarizing tickets or creating chatbots, but weak at connecting that information to “sales opportunities” or “field technician operations,” leaving the data fragmented.
AI Insights
“Tangible” AI Designed for Your Team
We don’t use AI to “show off,” we use it to “help” your team work more easily and instantly become smarter.
AI Insights for MOAI-CRM is an intelligent system that integrates the power of AI into your existing MOAI-CRM system. It doesn’t replace it, but rather enhances it, making your CRM system more intelligent, capable of deeper analysis, and providing insights that help your team make informed decisions. Connect more data from all sources, drive more sales, and build lasting customer relationships instantly.
1. AI-Automation of Customer Data Flow
- What AI does: Connects all data sources (company history, industry, response behavior, website visits) with data in the CRM system to create a true Customer Data Platform
- Benefits: All teams can centralize customer data on a single, interconnected system and share it between them. This closes gaps in lost data flow, reduces lost time spent searching for information, and enhances automation, creating a difference in speed and accuracy for businesses
- How it works with CRM: AI connects all data sources, including Excel files, Google Sheets, Google Forms, email, Line, and related system APIs, to be automated through CRM and automatically creates tasks for all teams to complete on time
2. Lead Scoring & Prioritization
- What AI does: Analyzes lead data from multiple sources (company history, industry, response behavior, website visits) along with past sales history to score and prioritize the highest-performing leads
- Benefits: Sales teams can focus their efforts on truly high-quality leads, reducing time spent on untargeted leads and dramatically increasing conversion rates
- How it works with CRM: AI updates lead scores directly in CRM fields and automatically creates tasks to alert salespeople when hot leads arrive
3. Predictive Churn Analysis (Predicting Customers Who May Churn)
- What AI Does: Detects early warning signs from product/service usage, support interactions, or changes in company data to predict which customers are at risk of churn or discontinuing their service
- Benefits: Enables businesses to take proactive actions to retain customers, such as offering special offers, improving service, or sending a Customer Success team to closely monitor
- How it Works with CRM: The system generates alerts or flags high-risk customers in CRM, along with the AI-predicted reasons, so that the Customer Success team can access the data and plan immediately
4. Next Best Action (Recommending the Best Next Step)
- What AI Does: Analyzes customer data (purchase history, industry, interests, and recent interactions) to recommend the “best next action” for salespeople or customer service teams, such as cross-selling/upselling relevant products/services, communicating with the most appropriate message, or the best time to contact them
- Benefits: Increase sales opportunities, enhance the customer experience, reduce confusion in employee decision-making, and ensure every interaction maximizes value
- How it Works with CRM: Displays Next Best Action recommendations on each customer’s CRM dashboard or embedded in salespeople’s workflows to provide real-time recommendations
5. Automated Content Personalization
- What AI does: Analyzes customer profiles and interests to create or recommend personalized marketing content (emails, articles, and offers) that is highly relevant and tailored to each customer’s needs
- Benefits: Increases email open rates, clicks, and engagement, leading to more effective marketing campaigns
- How it works with CRM: AI creates customer “personas” in the CRM and recommends appropriate templates or messages for each communication. It can also connect to marketing automation platforms to deliver personalized content directly
AI
Insights
Don’t “buy AI,” “buy results.”
Use AI Insights as a tool to help your team work smarter without becoming a data science expert