Folk: Using AI to Optimize Customer Relationship Management

General Introduction

Folk provides smarter CRM solutions by combining artificial intelligence (AI) capabilities to automate daily CRM tasks, improve user productivity, and provide insights through data analytics to help users formulate more accurate business strategies.Folk's AI applications go beyond data collection and management, and delve deeper into user interactions and decision-making support. support.

Function List

• AI-driven email generation: Automatically generate customized email content using AI technology to personalize communication for each contact.
• Intelligent Contact Management: AI helps to automatically de-weight, merge and enrich contact information to ensure data accuracy and completeness.
• AI Assistant Recommendations: Based on historical data and user behavior, AI provides recommendations about when to contact customers or which prospects to prioritize.
• Data analysis and forecasting: AI algorithms analyze sales and customer interaction data to predict trends and customer behavior and provide strategic recommendations.
• Intelligent Tasking: Based on team members' efficiency and current task load, AI automatically assigns tasks to improve the efficiency of team collaboration.

Using Help

AI Mail Generation

procedure::

1. Access to the mail function module: In the Folk interface, go to the "Mail" or "Sequence" section.
2. Selecting or creating sequencesIf you already have an email sequence, select the sequence you want to add AI-generated content to. If you don't have one, click "Create New Sequence".
3. Enabling AI assistance::
   • Select the "Generate with AI" option when composing email content.
   • Enter basic information or a subject and AI will automatically generate personalized text based on the contact's data.
   • You can edit as needed, adjusting the content to ensure it fits your business style and tone.
4. Sending and monitoring::
   • Send automated email sequences.
   • Use Folk's monitoring features to see the open and click-through rates of AI-generated emails and adjust your AI strategy to improve results.

Intelligent Contact Management

Automated processing::

• De-duplication and merging: Folk's AI automatically identifies potentially duplicate contacts and suggests merges to reduce data redundancy.
• Data richness: AI will populate the contact's information by connecting to an external data source (e.g., LinkedIn) to ensure that each contact's profile is as complete as possible.

Usage::

1. Contact Import: When importing new contacts, AI automatically runs the de-duplication program.
2. manual check: Although AI processing is very efficient, you can choose to go to the Contact Management menu to manually view and confirm the AI's suggestions.

AI Assistant Recommendations

Get Advice::

• When viewing a contact or sales channel, the AI may provide a "Suggest Contact" or "Prioritize" prompt.
• These suggestions are based on the contact's interaction history, purchasing behavior, or other relevant data.

How to use::

1. View Suggestions: In Folk's interface, AI suggestions are usually displayed as notifications or highlights.
2. act: Take immediate action on suggestions, such as sending a follow-up email or scheduling a meeting.

Data analysis and forecasting

Access analysis tools::

• Go to the Analytics section to view the reports and charts generated by AI.
• These analytics are based on historical data and predict future customer behavior and sales trends.

Application Analysis::

1. Understanding of reports: The report will show which strategies are working and which need to be adjusted.
2. Decision support: Use these analytics to adjust your sales strategy, marketing campaigns, or customer service approach.

Intelligent Tasking

Automated Task Assignment::

• In the team workspace, the AI automatically assigns new tasks based on the current task and the capabilities of the team members.

Optimize teamwork::

1. Setting up tasks: When you create a new task, select "Smart Assignment".
2. Monitoring and Adjustment: View the allocation results and adjust the AI allocation strategy as needed.

With these AI features, Folk not only simplifies the day-to-day operation of CRM, but also provides intelligent decision support to help users manage customer relationships more effectively.