Developing Custom CRM With AI Integration Using No-code
AI-integrated custom CRM boosts sales coaching, streamlines processes, and elevates operational effectiveness with no-code solutions
TABLE OF CONTENTS
In today's dynamic business landscape, AI (Artificial Intelligence) has transitioned from mere innovation to indispensable, combining perfectly with CRM (Customer Relationship Management) software, a SaaS product lineup powerhouse. Now, you might wonder, "Is it possible to merge these two effortlessly and bring them to life without complex coding?"
Through a hands-on example, we're happy to walk you through how we achieved this using no-code.
Case
A well-trained team can make all the difference in the world of sales. As we dive into this case study, let's shift our focus to a company that stands as a beacon in this domain: a coaching team devoted to improving the skills of sales representatives.
Before collaborating with us, this enterprise had yet to adopt any CRM systems. Their forte lies in offering exceptional services, encompassing training, nurturing, and steering sales representatives to propel their success. These services aren't just cookie-cutter programs but meticulously crafted experiences designed to fast-track greenhorns into seasoned professionals.
Their journey towards integrating a customized CRM system with AI capabilities was more than just a business upgrade; it marked the beginning of a transformation where technology meets experience to create a synergy that boosts operational efficiency and customer satisfaction to unprecedented levels.
Challenge
The company we partnered with found themselves navigating through vast arrays of unstructured data - a common scenario in a domain where the influx of information is continuous and diverse.
Before our collaboration, the team needed a centralized CRM system. Their aim was clear: to establish a robust system that could meticulously structure the coaching and learning process for a sales rep.
The prime challenge was that common CRM structures could not satisfy the company’s needs. With such a wide range of conditions, it also seemed impossible to find an out-of-the-box solution. That’s why the only way for the company was to create a fully custom CRM with artificial intelligence integration.
Getting started here, we took on a mission to craft a no-code solution that would not only structure the scattered data but also make way for a seamless, efficient workflow where every interaction with a lead is logged, analyzed, and optimized using the power of Artificial Intelligence.
Our goal was simple yet profound: to create a CRM with AI assistance to transform their data landscape from a disorganized wilderness into a well-mapped territory, where insights lead to informed decisions and strategies that resonate with their ultimate business objectives.
Long story short, we had to think through algorithms and data flows, seamlessly integrate AI into Bubble, and ensure no limitations after the integration.
Solution
As a result, we integrated AI to improve the CRM system for corporate coaching. It was designed to help managers and employees interact better and provide tailored coaching. We made it a B2B tool sold directly to companies, enabling them to reap the benefits of payment provider technology without going through a complex integration process.
Our solution encompassed the following features:
- Coaching Modules: Designed for managers to coach employees effectively, addressing individual struggles and facilitating growth.
- Interactive Sessions: A platform to organize prep sessions and generate coaching summaries based on individual progress.
- Customized Challenges: A feature that allows managers to select challenge categories from a prebuilt list, tailoring the coaching experience based on specific requirements.
- Flexible Company Outlines: Enabling new companies to select their specific needs would dictate the framework for the company within the system.
- Collaborative Work Environment: A structure where team members can interact with multiple managers, fostering a collaborative and dynamic work environment.
- Multi-Tenant Admin Access: Providing administrative access to each company to oversee and manage their operations efficiently.
- Assistive Features: The ‘Get Help’ button should be available on each page screen so the user can request help from another manager. This button should be able to pull all the relevant details from the current screen and provide a place for the user to enter additional text to explain the issue. When the button is clicked, an automated email should be sent to the other manager with all the details and the user's input to address the issue quickly and accurately. This feature should be intuitive and easy to use to ensure that getting help is effortless.
To improve the user experience and increase the functionality of the CRM system, we integrated AI capabilities focusing on:
- Learning Assistance: Using AI to help users dissect and comprehend lengthy articles, enhancing the learning process.
- Mentorship Guidance: AI assists in understanding the current status of the mentee, helping to generate actionable insights for mentors to plan the next set of tasks effectively.
Technical Solution
In this case, our objective was to sculpt a CRM system that was both intuitive and enhanced with Artificial Intelligence to aid the sales representatives in their journey.
Here’s how we did it.
The heart of the solution was the Bubble API connector, an out-of-the-box tool that facilitates data exchange, making the integration process smooth and straightforward.
To enhance the communication efficiency for the CRM users, we leveraged ChatGPT. This feature brought in a new level of interactive communication by helping simplify and summarize information directly and via links and files. The coolest part was GPT's capability to understand the gist of the information, serving as an assistant that could offer insights and suggestions, enhancing the efficacy of the sales representatives.
Using the API key from GPT via REST protocol, we ensured a secure and reliable channel to foster communication between the systems. In the structured data format of JSON, we streamlined the data handling process, ensuring accuracy and efficiency in data transactions.
Furthermore, we integrated the system with Slack, greatly simplifying team collaboration.
Lastly, the visual data representation was the cherry on top of this tech ensemble.
The graphs and charts we’ve built based on the CRM data provide a clear, concise, and visually appealing display of data, a potent tool for strategizing and decision-making.
As we navigated through this phase, we equipped the sales coaching company with a CRM system that structures processes and helps them carve new avenues in their business journey.
By merging these solutions, we show an example of the future where accessible technology, such as No-Code and AI, is a steadfast ally to business evolution.
Result
The company’s coaching flow, reshaped by AI-powered CRM’s introduction, started to make waves.
The initial goal was achieved - to make corporate coaching efficient, offering a platform where mentorship is not just generalized but fine-tuned to meet individual demands.
Tangible changes that this integration brought about in the company's coaching process:
- Increased Efficiency in Coaching Processes: A notable 20% uptick in the pace of crafting coaching plans was observed, a feat attributed to the data summarization prowess of ChatGPT. Managers saw a remarkable 30% reduction in time invested in administrative tasks, channeling more energy and focus into the core coaching activities.
- Improved Engagement Levels: The engagement meter soared by 40% in coaching sessions due to the personalized coaching blueprints that the CRM could carve out. Furthermore, the retention rates of students saw a solid 25% hike, an outcome of the CRM's ability to devise individualized and targeted strategies.
The integration of Chat GPT became a valuable asset, assisting coaches and coachees alike. It has facilitated an easier understanding of the information and also honed the mentors' capability to craft tasks that are finely tuned to the progress trajectory of the coachees.
We witnessed (and helped create) a new way of corporate coaching, an evolution led by the perfect combination of CRM and AI. This synergy has created a vibrant platform where the mentorship is personalized and the learning process is engaging and productive.