One of the more painful administrative tasks faced by Sales reps and account managers is keeping contact lists up to date. Sure, many platforms offer mail and calendar integration but there is still some work to be done, i.e. the contact has to be loaded in the contact application, such as Outlook, before it can be added as a Contact in the CRM platform.
Recently, Apple introduced a feature whereby, an incoming caller number is tagged with a potential contact name based on iOS matching the incoming number with a number in the email signature of an exchange with the contact.
Salesforce Einstein provides a similar benefit which is called Automated Contacts.
This is a simple but beneficial time-saving device which highlights the benefits of embedded AI technologies in a CRM platform
Zaheer Ismail