Clientell AI is the RevOps and CRM co-pilot for teams in the Salesforce ecosystem, driving GTM implementations. AI infrastructure allows companies to improve the accuracy of sales execution and forecasting.
Clientell AI is the first fully autonomous Salesforce management agent to work live. Unlike instruction-giving tools, Clientell create flows, manages data, creates reports, and implements automation through simple interactions.
How to use Clientell AI?
- Schedule a free audit: Talk to a Salesforce expert at Clientell and get a free Salesforce audit to assess your current CRM setup and challenges.
- AI Agent Analysis and Analytics: The Clientell AI agent analyzes your Salesforce instances to detect broken integrations, conflicting workflows, missing data, and other issues that need to be resolved.
- Install the Trackable Chrome plugin: Install Clientell AI Trackable browser extension, which powers data entry by bringing Salesforce functionality to LinkedIn and spreadsheets.
- Connect data sources: Let AI ingest and analyze data from CRM records, calendars, inboxes, conversation intelligence software, and other external data sources.
- AI-driven optimization: AI agents automatically deploy patches, write code, and create optimized workflows to streamline your Salesforce process.
- Deal Room Access: Use Clientell virtual deal room to get a consolidated view of sales data and maintain a single source of truth.
- Dashboard monitoring: Track key metrics and KPIs through custom dashboards that provide real-time insight into your revenue activities.
- Get help from AI: Ask questions about your Salesforce data in natural language from an AI assistant and get instant answers.
CRM Optimization Plan: Simplify, Sync, Succeed!
CRM Optimization Planning
Artificial intelligence brings order to the chaos of CRM: no duplicates, no custom fields, and simplified user interfaces. It is ideal for any job, providing seamless integration, customizable workflows, and real-time analytics.
Installing CRM Integration
Our artificial intelligence takes CRM integration to the next level, providing incredibly reliable and personalized accuracy that perfectly matches your business's unique needs.
Learn more with AI Analytics
Clientell AI will be your active advisor, providing real-time lead updates, performance analysis, and actionable insights via Slack.
What are your Salesforce Admin working hours?
Delete data
Your Salesforce admin is struggling with a data problem: departments don’t communicate properly, data is entered inconsistently, and different information has to be interpreted when setting up Salesforce without clear guidance.
Ensuring customer acceptance
Your Salesforce admins struggle to educate users about custom features, balance complexity with clear instructions for effective implementation, and increase internal user engagement with less valuable processes and features.
Create reports and dashboards
Your Salesforce admins work hard to keep reports and dashboards clean and accurate, providing consistent real-time data for effective decision-making.
What does revenue activation look like in Clientell AI?
Reduce your technical debt in weeks, not months
Our AI agents analyze your existing Salesforce system and look for broken integrations, conflicting workflows, and missing data. He routinely installs patches, writes code and creates workflows that will take people months to complete.
Achieving 105% quota fulfilment with efficient pipeline management
Clientell AI analyzes lead conversion data, allowing RevOps managers to optimize their sales and marketing strategies.
Reduce Salesforce management costs by up to 70%
Our AI-powered agents deeply understand your CRM needs, highlight unused fields, remove duplicate data and simplify complex workflows. We optimize development timelines and stabilize integrations across your tech stack, freeing your Salesforce admins from routine tasks so they can focus on what matters most: your business goals!
Support and Development: Ensuring the smooth running of your business
- Constantly check and audit old deployments automatically to avoid errors when adding new implementations.
- Get expert advice on the best SaaS tools and practices for implementing GTM use cases.
- 24/7 service and solutions for your Salesforce support issues.
Optimizing Excellence: Making your business more agile and consistent
- Use Clientell AI to quickly and extensively test user experience (UAT) to verify user requirements.
- Ultra-fast AI-driven testing in large, isolated environments, allowing multiple iterations for deep validation.
- Ensure seamless integration with other systems, including AI-driven testing processes.
Roadmap to Success: Easily Transform Your Salesforce Experience!
- Use ready-to-use Salesforce templates to quickly automate and optimize your flow. You can easily customize it to suit your needs.
- With the Chrome plugin's added features, you can create custom workflows in Salesforce to simplify CRM data updates.
- Implement optimised sales methodologies, such as Medic, Medipicc, etc., for greater consistency and efficiency in the sales process.
Starter Project: Increase the capacity of your sales reps from diagnosis to development!
- Once you receive the audit report, you will receive detailed recommendations for your Salesforce implementation.
- Benefit from the quality information gathered through our extensive network of B2B companies.
- Salesforce's requirements-driven development approach focuses on specific requirements rather than recommendations or fundamental analysis.
Creating Clarity: Diagnosing, Optimizing, and Improving Performance of Your CRM System
- A complete "health check" of your current Salesforce implementation.
- Identify missed opportunities, identify unnecessary areas, test investigations and workflows.
- Receive detailed reports with analytics on your sales and marketing processes, such as cadence analysis and identifying high-risk deals.
Frequently Asked Questions
Q. What does Salesforce do with Clientell AI?
Using Clientell AI technology, we simplify Salesforce management and administration, test processes, and create pseudo-code, enabling tasks to be accomplished more efficiently and comprehensively than traditional agencies. These efficiencies allow us to pass on cost savings to our customers.
Q. How can artificial intelligence improve my Salesforce experience?
Artificial intelligence can improve your Salesforce experience in many ways. First, it speeds up the process, allowing you to complete tasks faster. Second, it ensures smooth operation by understanding your data and validation rules. In short, it will enable you to evolve Salesforce to meet your specific needs faster than humanly possible. This makes development more efficient and safer.
Q. How can Clientell AI help me improve my Salesforce ROI?
Using our artificial intelligence, you can significantly increase your return on investment in Salesforce. Instead of hiring a large team of Salesforce administrators in the U.S., which typically costs $80,000 to $120,000 per administrator, our AI-powered solution cuts that cost by almost a quarter. For every dollar they spend on Salesforce, companies typically pay six more on its maintenance and operations. Our AI-powered solutions reduce these costs and deliver immediate savings by eliminating the need for extensive support agencies. This amount can reach $5,000-$10,000 per month for startups.
Q. Is your view of AI right for my business?
Our AI-driven approach allows us to tailor Salesforce solutions to your specific needs at an impossible level. Our artificial intelligence is based on the best practices of various companies and suits your unique needs. This makes our solutions highly suitable and cost-effective for small and medium-sized businesses.
Q. How to launch your Salesforce AI-powered service?
You will start with a demo call to leverage our AI-powered Salesforce services. You will have signed all the documents within a week and can start working. We then develop a plan tailored to your needs and begin implementing it. You can start using Salesforce within a week of starting the process.
Conclusion
Clientell AI provides sales teams accurate forecasting, real-time process visibility, and data-driven revenue strategies. It is designed for today's businesses, simplifies decision-making, and increases productivity through intelligent automation. Unlock your revenue potential and accelerate growth with Clientell AI powerful artificial intelligence-based capabilities.
