If you're a small business owner, you know that time spent hunting for information is time lost closing a deal. When a contact calls, you need to be informed, professional , and ready to provide a solution.
Introducing the AI Contact Summary, a powerful new feature in the Marketing 360® CRM that gives you an instant, intelligent snapshot of every contact. It's designed to help you nurture contacts and turn them into loyal customers.
See the full picture in seconds
The AI Contact Summary uses artificial intelligence to instantly summarize key data points related to a contact, right on their contact profile. In just seconds, you’ll see a clean, concise overview of their journey with your business.
Comprehensive Data Snapshot: The summary pulls from CRM data, including custom fields, notes, deals, projects, lists, history, and original UTM data.
Actionable Next Steps: It provides recommended next steps, helping you know exactly what to do to keep nurturing that contact.
On-Demand Freshness: Need to update a contact’s profile? No problem. Simply click the refresh icon to regenerate the summary, ensuring the information is always up-to-date.
How this feature helps your small business grow
This feature is designed to boost your efficiency and effectiveness when managing your business contacts. How?
Saves You Time: Stop wasting minutes manually cross-referencing notes, deals, and history fields. With the AI Contact Summary, you get an instant snapshot that can help you have a better understanding of your contacts in less time.
Increases Sales Efficiency: By giving you a clear view of where a contact stands, you can focus on benefits and solutions rather than problems.
Improves Customer Insights: Get the full context of the customer journey in seconds, allowing you to be relatable and empathetic when a contact calls in.
Start nurturing your contacts today!
The AI Contact Summary is not just a feature; it's a fundamental shift in how small businesses manage sales and customer relationships. By delivering an intelligent, comprehensive, and actionable snapshot in seconds, it ensures you spend less time preparing and more time connecting and closing. Ready to experience the power of instant insight and transform your sales efficiency? Log in to the Marketing 360® CRM today and learn more about our plans and pricing.