Your CRM is supposed to be your team's best friend. Helping the sales run smoothly.

But in reality? It ALWAYS feels like a messy closet in your house where nothing is organised.

Where you find things that don't even make sense anymore.

CRM must be a place that gives you clarity and not confusion!

The problem isn't the CRM. It's their messy data that there inside.

THE CHAOS IN YOUR CRM.

How many times have you opened your CRM and thought

“ God, it's a total mess!”. “ How can I clean my CRM”?

Instead of being helpful about the customer details, it is often full of junk.

Sometimes it's duplicate records or missing details, and more. When that happens, the whole sales of your company slows down.

What's something that mainly goes wrong?

• Duplicate contact records ~

The same name shows up multiple times. How do you find the real one? Finding the real one becomes a task that you wouldn't want to do.

• Incomplete lead information ~

You spoke on the call with a lead and convinced them to a certain level, but for the next follow-up, you don't find the lead's phone number or email ID. It gets frustrating when you know you missed a lead where you had a catch.

• Manual data entry ~

Just too much time taken! Your employees just sit and manually enter the data into the CRM, instead of actually talking to people and getting more leads.

• Inaccurate deal forecasts ~

What happens is that the leads get stuck at the wrong stages. And a total confusion happens there.

MESSY DATA DRAGS YOU DOWN.

A small mistake in the customer details or a missing information might not seem that big of a deal, but in reality, when it starts happening multiple times, it can create you huge loss of customers and money.

How does the mess happen?

• Declining sales productivity ~

Imagine your employees sitting and fixing all the errors in the CRM instead of doing actual work. That doesn't sound good cause it's pulling down the total sales. You can actually be selling your product or service instead of fixing that mess.

• Poor customer experience ~

Let's say, because of a blunder that happened in your CRM, you sent an email to a customer more than once with the same details. How does that look? Not professional or not satisfying, right? That's not the way customers want to be treated.

• Compliance risk exposure ~

When you're storing customer details in the CRM, you have to follow privacy rules like GDPR in Europe or the data protection law by the Indian government.

If your CRM is messy, you might be breaking all those rules without even knowing it.

MAKING YOUR CRM WORK SMARTER!

How to make your CRM look perfect?

Here's the good part..

It can't happen magically, but an AI agent can surely fix that mess.

You don't have to make your team work all day to clean it up and invest all their time here, while they can be doing some actual job. The AI agent can simply work in the background and clean all the unwanted data and make your CRM look fresh.

No need for stress, no need for you to sit a double-check all the data or get frustrated about finding the right lead. It just does the work so that the company's productivity goes high.

• Record every call automatically:

Your sales team doesn’t need to take messy notes anymore. The AI records the whole conversation, so nothing gets lost.

• Turn your talks into text:

Instead of listening to calls again, the AI just writes it all down. Clearly and accurately, just ready to use.

• Figure out how your call went:

Was the call short or long? Did the customer sound happy or frustrated? The AI actually checks that and even gives the call a rating.

• Make a summary:

It creates a neat summary of the call and puts it right into your CRM. Now your team instantly knows what’s happening with that lead.

Your sales team don't need to waste time fixing the data. They can finally focus on what they’re best at. Talking to people and closing deals. Meanwhile, the AI stays in the background like a silent helper, keeping your CRM tidy.

Don't miss out on the AI agents by AGENTZEE!

Why you need AI agents to clean your CRM data.