Artificial Intelligence is reshaping sales as we know it, making sales teams more customer-focused and efficient. An AI co-pilot can sift through deal/lead/contact data, conversations, historical patterns, and knowledge base and provide guidance.
Calculus AI in Vtiger is enabling salespersons to harness this power of AI for smarter selling.
Here are the top 10 AI-powered use cases revolutionizing sales today:
Lead Scoring & Prioritization - Calculus AI analyzes historical data, engagement patterns, and customer behavior to score leads accurately, helping sales reps focus on the highest-value prospects.
Sales Forecasting - Calculus AI Predictive analytics models examine past performances and market trends to generate accurate sales forecasts, allowing businesses to make informed decisions.
AI-Powered Chatbots & Virtual Assistants for Prospects - AI-driven assistants engage prospects, answer queries, and qualify leads in real-time, reducing response times and improving customer experience.
Personalized Content Generation - Calculus AI crafts hyper-personalized emails by analyzing past interactions, increasing open and conversion rates while reducing manual effort.
Conversational Intelligence - Calculus AI analyzes sales calls and emails, providing real-time coaching, sentiment analysis, and key insights to improve sales performance.
Intelligent CRM Data Entry & Management - Ask Calculus AI assistant assists in data entry, reducing manual effort and ensuring CRM records are always accurate and up to date.
Next-Best-Action & Document Recommendations - Calculus AI studies customer interactions and suggests the optimal next step — be it a follow-up call, or a specific document to send — to maximize conversion potential.
AI in Process Flows - The AI Actions feature in process flows empowers users to tap the power of LLMs to improve efficiency and results. For example, text in emails can be automatically analyzed to categorize conversations.
AI Alerts - Calculus AI Alerts improve conversion by notifying you when deals or leads need your attention.
Reporting with Natural Language Queries - Ask Calculus AI helps users access data with simple natural language queries.
Note: Data Shield in Calculus AI ensures that all sensitive data is masked. Your data is secure.
Calculus AI is a strategic enabler that empowers your sales teams to close more deals, faster. Our CRM coaches can help you unlock the power of AI in your CRM instance. Please click here to schedule a meeting.
Calculus AI is included in Vtiger One AI edition, and available as an add-on in Vtiger One Professional and Enterprise editions. For more on Calculus AI, please click here.
Feature Announcements
Enhancements to Calculus AI
Report generation with Calculus AI support - Users can ask qualitative and quantitative questions through a conversational interface.
Calculus AI in Agent Chat screens - Agent Chat dialog boxes are now available in the Calculus AI widget at a record level. You can now direct your queries to an agent if you do not find sufficient information using Calculus AI about the record.
Ask Calculus AI - Prompt suggestions in the Ask Calculus AI textbox guide users about AI Agent capabilities. As you type your first word, Ask Calculus AI will display suggestions.
To know more about feature enhancements, read our Release Notes.
Enhancements to Calculus AI
Report generation with Calculus AI support - Users can ask qualitative and quantitative questions through a conversational interface.
Calculus AI in Agent Chat screens - Agent Chat dialog boxes are now available in the Calculus AI widget at a record level. You can now direct your queries to an agent if you do not find sufficient information using Calculus AI about the record.
Ask Calculus AI - Prompt suggestions in the Ask Calculus AI textbox guide users about AI Agent capabilities. As you type your first word, Ask Calculus AI will display suggestions.
To know more about feature enhancements, read our Release Notes.
Today, AI is increasingly shaping and transforming technology including CRM systems.
Vtiger CRM includes many features supported by Calculus AI. I rely on two standout AI-supported features: Coaching and Similar Records Suggestion.
The Coaching feature provides detailed insights and ratings for customer interactions like meetings, calls, emails, and chats — all in a simple interface. It evaluates grammar, completeness, and tone while highlighting mistakes and offering AI-driven suggestions. These insights have improved my communication skills, ensuring I'm clearer and more engaging. Metrics like talk-to-listen ratio, suggested next steps and mood analysis help me manage follow-ups effectively. The summarized view makes it easy to filter records and access all conversation insights details at a glance.
The Similar Records Suggestion feature quickly identifies similar records, making follow-ups faster and reducing duplicate entries — saving time and improving data accuracy.
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