Businesses using CRMs with LLM models improve productivity and achieve better results
- From the CEO’s Desk
The incredible capabilities of large language models (LLMs) are coming to fruition at a rapid pace. Applications like ChatGPT are providing an early preview of the potential of these models.
They can create content, answer questions, and even solve logical problems. They are not just giving you search results. They are using their knowledge to create content and apply thinking to solve problems. (It is important to bear in mind that some of the answers could be wrong.)
Businesses can improve productivity and achieve better results by utilizing these models. Within a CRM, there are many use cases for which the LLMs can be applied. Take a look at the following use cases.
For Sales Teams
Email subject suggestions
AI-generated sales email drafts and email sequences
Summary of meetings, chats, and emails
Rephrasing sentences when composing a message
For Marketing Teams
AI-generated marketing emails
Ad Copy suggestions
Creating images to be used in campaigns
AI-generated content for blogs
For Customer Service Teams
AI-generated case and chat summaries
Sentence rephrasing and auto-completion
AI-generated replies based on knowledge from past cases
AI-generated replies based on knowledge from past orders
Creation of help documentation based on case summaries
Chat/Case escalation based on sentiment
Vtiger’s Calculus AI engine now comes with the ability to tap the power of the LLMs. Calculus AI also comes with many other capabilities, including Deal scoring, Recommendations, AI-based forecast, and more.
To try Calculus AI, please install the add-on from the Add-ons store.
LLM powered Calculus AI in action:
What’s New in Vtiger
Myanmar currency - Kyats
Myanmar currency, Kyats, is now available in Vtiger CRM. You can add the currency in Settings > Currencies and set it as a default if required from the Preferences page.
Myanmar currency - Kyats
Myanmar currency, Kyats, is now available in Vtiger CRM. You can add the currency in Settings > Currencies and set it as a default if required from the Preferences page.
Webinar & Videos
Webinar on Inventory Add-On
Did you attend our webinar on Vtiger Inventory Add-on?
This webinar covers the Vtiger Inventory Add-on feature and its components like Receipt Notes, Bills, Stock Management, etc.
Click the below links to view the webinar recording.
Automating your inventory-related activities will simplify task management. It will save you precious time by helping you track and organize them. It also helps you ensure the right products are available in the right quantities at the time of need. Learn how you can automate inventory management with Vtiger’s Inventory Add-on blog.
Generating good leads but not able to convert them? Then change your strategy! Read our blog to learn about techniques that will help you convert your leads and close deals faster.
Automating your inventory-related activities will simplify task management. It will save you precious time by helping you track and organize them. It also helps you ensure the right products are available in the right quantities at the time of need. Learn how you can automate inventory management with Vtiger’s Inventory Add-on blog.
Generating good leads but not able to convert them? Then change your strategy! Read our blog to learn about techniques that will help you convert your leads and close deals faster.
When I log in every day, the CRM takes me to this page where I can see all cases and escalations where I am mentioned. This helps me respond to those on priority.
I can configure rules and receive notifications for specific events. This makes me accountable for those actions and ensures that nothing falls through the cracks.
In Split view, I can see today's events/tasks. Once completed, I can mark them as held from this page.
My Actions - I can see the lists I have configured with List View counts in the My Lists section.
My Actions - I can view, reject or accept the records waiting for my approval.
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