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How CRM Platforms are using A.I for optimization

Cindy Romero

Top CRM platforms are using A.I to optimize overall customer experience and to help their users with the proper tools to increase ROI and generate qualified leads. Here is how the country’s top 5 CRM’s are leveraging the power of A.I for business.


Setup VoiceBot calls from your contact's profile within your HubSpot CRM, or include them as triggers within workflows. With HubSpot, you can choose the type of outreach you want to do. You can touch base with prospects in your CRM using A.I tools like chatbots or even VOIQ VoiceBots, which are fully integrated with HubSpot. You can also track your call logs and call history within HubSpot’s CRM to optimize efficiency. 


Salesforce’s Einstein CRM assistant helps companies understand their customers in a whole new way. According to @salesforce, Einstein helps businesses discover customer insights, predict business outcomes, recommend valuable next action steps, and eventually, automate workflow. Einstein can help you impress your customers with how much you know-- this is true personalization at scale. 

Einstein voice is Salesforce’s very own voice assistant, which helps businesses communicate directly with Salesforce. For example, you can start your morning with a voice-activated daily briefing, updating you on key daily metrics.


Pipedrive’s A.I offerings help businesses automate and grow in multiple ways. Pipedrive describes their sales assistant as a “sales mentor” that can boost sales performance with actionable tips based on analysis of CRM data. They also offer workflow automation for your business’s most repetitive tasks, like email campaigns and triggered sales actions. Finally, their smart contact data feature allows businesses to access key contact data with one click. 


ZIA is Zoho’s A.I-powered sales assistant, offering both chat and voice functionalities. 

ZIA can pull up any CRM data that you’re looking for, on demand. She can brief you with lead predictions and sales projections, while giving you helpful daily notifications like alerts and task reminders. 


This top CRM is harnessing machine learning technology to offer Adaptive Audiences, a way for Optimizely users to personalize their campaigns for specific sub-audiences. This means that you can personalize your campaigns based on different defining factors, like a customer’s place in the sales cycle, demographic data, and more. With adaptive audiences, you can deliver personalization at scale. 

The country’s top CRM platforms are all using A.I to help their users improve customer understanding, personalize customer experience, and optimize campaigns. Only some CRM’s, including giants like HubSpot and Salesforce, are leveraging the power of voice to optimize their offerings. 

At VOIQ, we think A.I has the power to improve most business processes, which includes how businesses use their CRM’s. These top CRM vendors have created their own methods of applying A.I to improve their offerings. Why not make the most of it?

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