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FREE AI Evaluation

Uncover insights about how to integrate AI into your organization.

Full Name:

Specify the industry in which your company operates and an overview of the products and/or services that your organization offers?

Can you identify specific areas in your sales and/or customer service processes that you believe are inefficient, redundant, or could be improve?

Do you currently operate a CRM (Customer Relationship Management) software? If yes, confirm which one are you using.

What are the primary communication channels you use for lead generation and client management? (e.g: email, social media, phone, etc.)

How does your team currently handle lead qualification, and what challenges are you facing in the process?

How are customer queries and interactions currently documented and organized for future references?

What’s your current customer retention strategy, and how do you handle customer follow-ups?

How does your team collaborate on tasks and information regarding leads and customers? Is there a system in place for this?

Are their repetitive tasks that your team performs regularly that you think can be automated?

How do you envision AI helping your business? What are the specific outcomes you are expecting to achieve with AI integration?

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