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Agents use LLMs to analyze and understand the full context of customer interactions or an automated trigger, then reason through decisions on the next steps autonomously. Many companies have already made “no regrets” AI moves while planning for transformation — 82% of large companies plan to implement agents by 2027. Back to top.
Businesses collect a lot of it, but they don’t always know how to manage it. That’s where data management and harmonization come in. They bring together data from multiple sources — think your customerrelationshipmanagement ( CRM ) and order management system s — to provide a holistic view of all your business activities.
About $3 trillion — that’s Forrester’s estimate for B2B sales by 2027, almost double what it was in 2021. Customerrelationshipmanagement helps you build long-term relationships with your customers that lead to loyalty and retention. And B2B salespeople are a big reason why it’s growing.
It’s no wonder that Gartner expects sales enablement budgets to increase 50% by 2027. Customerrelationshipmanagement (CRM) The CRM is a master record keeper of the most up-to-date information and all prospect and customer interactions across an organization. Shayne Jackson, Sr.
It evaluates and refines the plan, extracting data from customerrelationshipmanagement (CRM) and other systems. That’s why 82% of large companies plan to implement agents by 2027. Central to this is a reasoning engine that generates an action plan based on what a user is trying to do.
This intelligent automation can range from basic rule-based actions that populate forms to advanced AI algorithms that offer predictive analytics for portfolio management. It can enhance everything from risk management to highly personalized financial advice.
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