Sales ops · Production
Best retail CRM software 2024 — Freshworks buyer's guide comparing 11 retail CRM solutions
The problem
Physical retailers face disruption from online marketplaces and must build customer loyalty despite constantly changing preferences, fluctuating markets, and fierce competition, while lacking centralized tools to act on customer data.
Workflow diagram · grounded in source
1
Omnichannel customer contact
trigger
“Omnichannel customer support and engagement through emails, chat campaigns, calls, messengers, SMS, and Zoom meetings”
2
AI chatbot handles issues
ai_action
“CRM platform's AI capabilities/chatbots. These bots resolve common issues without human intervention and route territory-based queries to specific reps if required”
3
Route to specialist rep
routing
“route territory-based queries to specific reps if required”
4
AI deal insights and contact scoring
ai_action
“AI-backed tools generate deep deal insights, contact scoring, and next-best-action suggestions to convert more walk-ins”
5
Automated sales sequences
output
“automation for sales sequences, workflow, profile enhancement, and conversation routing saves time, effort, and more, and it increases the overall productivity of your staff”
Reported outcome
(not stated)
Reported stack
FreshsalesFreddy AI
Frequently asked questions
What did this team achieve with this AI workflow?
(not stated)
What tools did this team use?
Freshsales, Freddy AI.
How is this sales ops AI workflow structured?
Omnichannel customer contact → AI chatbot handles issues → Route to specialist rep → AI deal insights and contact scoring → Automated sales sequences.