Research

Leveraging Intelligence to Maximize the Value of CRM Data

Leveraging Intelligence to Maximize the Value of CRM Data


Increasing efficiency, productivity, and relevancy within sales and support interactions is critical to meeting the demand for more personalized, relevant, and timely customer engagements. The days of one-size-fits-all marketing and engagement are long gone, and organizations need to deploy cutting-edge AI technology that enables them to maximize the customer, product, and service data they hold within their customer relationship management (CRM) system while minimizing the additional effort and expense that accompanies a traditional 1:1 engagement strategy.

The market for AI is expected to balloon over the coming years. Futurum Intelligence forecasts that the global annual spending on AI software will reach $164 billion annually by 2027, up from $115 billion in 2023. However, the use cases that generate the most investment generally have access to granular, segmented data, and can quickly generate a return on investment (ROI), and extend value across the entire organization.

In our latest Research Brief, Leveraging Intelligence to Maximize the Value of CRM Data, completed in partnership with SugarCRM, we discuss how AI can be harnessed to deliver real-world benefits quickly through intelligent summarization and cover how SugarCRM is making this capability within its customer relationship management offering.

In this brief you will learn:

  • How SugarCRM incorporates a range of AI technology within its platform, designed to boost worker productivity and effectiveness, while also helping to deliver better customer experiences.
  • The features and use cases Sugar incorporates generative AI to deliver more efficiency and seamless workflows, along with ones that are slated to arrive in the future.
  • How intelligent summarization can assist humans, rather than replace them, while delivering a solid ROI.
  • How Sugar delivers AI safely and responsibly, ensuring accuracy and reliability for users and organizations.
  • Which options for delivery and pricing of AI features are used by Sugar, and how these options benefit customers in the SMB, mid-market, and enterprise segments.

If you want to learn more, download your copy of Leveraging Intelligence to Maximize the Value of CRM Data today.

In partnership with:

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Author Information

Keith Kirkpatrick is VP & Research Director, Enterprise Software & Digital Workflows for The Futurum Group. Keith has over 25 years of experience in research, marketing, and consulting-based fields.

He has authored in-depth reports and market forecast studies covering artificial intelligence, biometrics, data analytics, robotics, high performance computing, and quantum computing, with a specific focus on the use of these technologies within large enterprise organizations and SMBs. He has also established strong working relationships with the international technology vendor community and is a frequent speaker at industry conferences and events.

In his career as a financial and technology journalist he has written for national and trade publications, including BusinessWeek, CNBC.com, Investment Dealers’ Digest, The Red Herring, The Communications of the ACM, and Mobile Computing & Communications, among others.

He is a member of the Association of Independent Information Professionals (AIIP).

Keith holds dual Bachelor of Arts degrees in Magazine Journalism and Sociology from Syracuse University.

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The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

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If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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