Your New Secret Weapon: AI Technology and Automation with CRM

22 Aug 2025

Unless you’ve been living under a rock, you probably know that AI technology is the most dominant feature of the tech landscape. It isn’t the next big thing. It is the thing. 

And probably, you’ve had uncomfortable conversations about the use of AI. Is it ethical? Is it accurate? Would AI use lead me to better business outcomes? 

The answer in one particular area is always a resounding yes. You should use AI technology for your CRM. 

But what is a CRM? If you aren’t familiar, let’s take a quick teaching session.

Trust Us, You Should Be Using A CRM

Think of your customer as someone on a journey. Starting out, they don’t know a thing about you. And then as they discover more about your company, your products and your services, they move closer and closer to a sale or acquisition. And a wise marketer always knows that every stage of the customer journey requires a different set of actions and approaches. By creating a perfect experience in that journey, your chances of making a sale is increased exponentially. 

A customer relation management or CRM system like Hubspot is a digitization of the journey. Your CRM should hold all the data about your customer and more, importantly, where they are on their journey. Like Sun Tzu says, knowing where your adversary is and where they are going to be is what wins the battles. When you know where they are, you can act accordingly and get closer to that sale. 

Neptech Business Solutions can help integrate a HubSpot CRM into your processes so you can track where your customer is in their journey. 

How AI Comes Into Play

Since a CRM is a digital platform, AI technology is an easy addition to supercharge the way you interact with your clientele. Automation becomes a very real possibility to shorten your turnaround times for faster and more efficient service. 

We’ll outline some good use cases for AI technology and automation into your CRM.

Automate Routine Customer Engagement Tasks with AI

When dealing with clients, the perfect presentation isn’t really what closes the deal. It’s the little extra details that make or break your customer relationship. These are called hygiene tasks. Tasks like sending email reminders at appropriate times during the acquisition process, timely offers during seasonal activities, and follow-ups for customers are not glamorous but they are integral in getting your client to close with you. 

Let me give a real life example. My favorite restaurant is a biergarten that serves authentic German beers on tap. They asked for my number and every year on my birth month, I get an SMS saying I have a free liter of Paulaner Dunkel bier. Because of that message, I always invariably end up going to that biergarten. 

That message? It’s part of the CRM’s automation but even then, I appreciate that every time my birthday comes, I have a free liter of beer waiting for me. My customer journey with them is extremely satisfying because of a simple greeting anticipating my birthday. 

That kind of simple task is often overlooked but easily delegated to an AI for automation. Once your CRM detects certain instances in your customer life cycle, the AI can act appropriately to either inform you that this task needs to be done or better yet, act on it.

Create Better Analytics with AI

Analytics is the ultimate driver of optimization. The data you collect holds the key to finding out where your weaknesses and strengths are. The problem? Hiring your own data analyst (let alone a data scientist) can be very expensive. 

Enter AI. This technology excels in pattern recognition and can be used to describe data, predict outcomes, and prescribe solutions. 

For example, an AI can make a regression analysis to determine correlations within your data. You can predict when and where a customer is likely to make a purchase from you with AI. This can help you calculate your seasonal activities with enticing offerings that your customer

Yet another execution is market bundle analysis in which you find out which products are being bought together. This way you can make product bundles or entice top-ups for services that are uniquely attractive to your customers based on their data. 

Finally, lead scoring can be delegated to your AI. Not every client that comes into your system is going to sign with you or be good for business. An AI can parse through their details to check which clients you can prioritise. Once you get the low hanging fruit, you can then focus on other potential clients that aren’t necessarily easy to close but still hold potential for your business.

Keep The Conversation Going

Ever been at that moment where you’re sending an inquiry to a website and it’s taking forever to get a reply. That can be frustrating and frustration leads to lost business. In fact, 88% of customer satisfaction is contingent on this part of the customer journey based on data from timetoreply.com.

Chatbots are AI powered tools that can keep you in touch and responsive to client needs. They can be trained to answer queries from your customers, from product catalogs to store locations. 

Even better, more powerful AIs can almost be as conversant as real people. They can make suggestions and recommendations based on the customer profile, moving them further down the acquisition journey. And even if there comes a point that it can’t handle a query, it can flag a human that can handle the query so that you can step in and bring in more customized solutions for your potential clients. 

Embrace AI To Succeed

To be fair, this is just the tip of the iceberg for AI technology for CRM. Every day, a new use case for AI comes to the fore. 

But this doesn’t mean that we are replacing flesh and blood people to do the work. Instead, we think about AI as a tool that can enhance your services. By having AI take care of the minutiae of customer management, you are free to take care of the bigger picture. 

But integrating your CRM with AI is not a one and done deal. You need experts that can successfully leverage your AI powered system to achieve amazing results. 

Neptech Business Solutions is the partner for you. With expertise in Hubspot CRM integration and various multidisciplinary digital competencies, we are uniquely positioned to help you get the most out of your CRM and digital executions. 

Ready to turn leads into loyal client?

Let Neptech Business Solutions integrate HubSpot CRM with cutting-edge AI to boost your sales, streamline your workflow, and grow your business faster.

We can give you free consultation at your convenience and you can discover how automation works for you.

Use AI. See your business grow today.