Who Knew Zoom’s AI Would Be the CX Gamechanger of All the Tools?

This week on Funnel Frontier: Zoom is no longer just a platform for video calls, thanks to the Virtual Agent—aka your AI sidekick—who handles customer queries without bothering humans. Out of all the tools out there, Zoom's AI is the game-changer for CX.

This week:

• Happier customers, zero agent burnout with Zoom’s AI agents 
• Just when you thought HubSpot couldn’t surprise you anymore…
• Craft a high-converting sales page in just 3 steps
• Here's one tool that will end departmental chaos and align your teams
• Struggling with driving website traffic? Here are 33 ways to change that

Stat of the Week

80% of successful sales take five or more follow-up calls. (HubSpot)

Happier customers, zero agent burnout with Zoom’s AI agents

Zoom’s Virtual Agent—aka your AI sidekick that handles customer queries without bugging the humans—is getting a GenAI glow-up. Unveiled at Zoomtopia 2024, this upgrade will let the agent juggle multiple intents in a single conversation. And if a customer pulls a mid-convo switch-up? No sweat—this AI pivots like a pro. 

Oh, and did we mention the AI Virtual Voice Agent coming soon? It’s bringing these features to phone calls, helping customers resolve complex issues by detecting intent changes in real time and providing answers without needing a human agent. Voice channels, meet your new AI best friend.

But that’s just the tip of the iceberg. Zoom is also rolling out Dynamic Agent Guides, which act like real-time cheat sheets for agents. They skip past irrelevant steps and guide agents to exactly where they need to be, making sure they don’t waste time rehashing old ground. 

Then there’s Supervisor Flagging, a feature that monitors interactions and flags red flags for supervisors when things get tricky—whether it’s a frustrated customer or a long, drawn-out call. Supervisors can step in at the right moment to smooth things over.

Last but not least, instead of manually reviewing conversations, Zoom’s AI will now score 100% of customer interactions, identifying areas where agents can improve while keeping everything compliant and efficient. It’s like having a coach review every play and offer instant feedback without the heavy lifting.

The goal? Faster fixes, lower costs, and happier customers. So, if your CX game could use a turbo boost, Zoom’s got your playbook.

The Week @ CRM.org

Small Business CRM. When your business is small but your aspirations are big, and you're okay with explaining to everyone what “Bigin” means.

Free and Paid WordPress CRM Plugins. Ideas for turning your casual browser pit stop into a lead-generating station. 

Weekly Bloom

The Internet Wasn’t Born Yesterday: A Brief History. Remember dial-up? Yeah, the internet’s come a long way since those screechy tones. Buckle up for a quick tour through the wild ride that got us here.

Just when you thought HubSpot couldn’t surprise you anymore…

HubSpot is shaking things up in the CRM space, and your workflow is about to feel the difference. 

First up: App Cards, the ultimate tab-hopping killer. Announced at INBOUND 2024, these cards let you interact with third-party apps directly within HubSpot, no need to switch tabs. 

Think of them as interactive widgets—tools like Microsoft Dynamics or Shopify become embedded within your CRM dashboard, so you can access key app functions without ever leaving HubSpot. 

HubSpot is also acquiring Cacheflow, a subscription billing and CPQ vendor, to supercharge Commerce Hub. If you’re tired of clunky purchase processes and chasing payments, this might be your new favorite tool. 

Cacheflow automates SaaS sales, customizes quotes, and even upsells customers—all in one no-code platform. HubSpot’s not just connecting your data; they’re speeding up your sales cycle and helping you get paid faster.

In short: from smarter app connections to streamlined billing, HubSpot is doubling down on making your CRM experience smoother, faster, and way less frustrating. And with AI driving many of these changes, the future of your workflow looks bright.

Stellar Strategies: Tips & Tricks for Sales, Marketing & Service

Craft a high-converting sales page in just 3 steps

Want to create a sales page that hooks visitors and turns them into customers? It’s all about combining clean, compelling design with persuasive, benefit-driven copy. A successful sales page needs three things:

1. Clarity – Get straight to the point. Make your value proposition obvious at first glance. Visitors should know what’s in it for them within seconds.

2. Persuasion – Understand your audience and use trust signals like testimonials, emotional appeals, and credibility-building elements to inspire action.

3. Storytelling – Weave a narrative around your product or service that keeps users engaged and leads them to your CTA.

When design and copy work together, it’s like twin engines driving conversions. Need some inspiration? Check out these 20 top sales page examples for ideas on how to elevate your own.

Here's one tool that will end departmental chaos and align your teams

Ever felt like your sales, marketing, and support teams are working in different universes? That’s where Collaborative CRM comes in—it’s the secret sauce to aligning everyone under one roof. Here’s how to make the most of it:

1. Shared data – Stop data silos in their tracks. A Collaborative CRM ensures that everyone has access to the same customer data, so your teams can focus on what matters: delivering results, not chasing info.

2. Smooth communication – It’s not just about chat tools. With the right CRM, cross-departmental communication becomes seamless, allowing for quick hand-offs and real-time collaboration.

3. Customer-centric collaboration – Keep the customer journey consistent. From sales to service, ensure your teams can work together to deliver a cohesive, customer-focused experience.

Want to see how Collaborative CRM can unify your teams? Dive into the full guide and see how it’s transforming workflows.

Struggling with driving website traffic? Here are 33 ways to change that

Driving traffic to your website can feel like playing a never-ending game of catch-up. With new trends and algorithms constantly changing, it’s easy to feel overwhelmed. But here’s the thing: there are a few tried-and-true strategies can still get you ahead.

Step 1: Start with content creation. Make sure you’re writing posts that directly address your target audience’s pain points—research those keywords they’re searching for, and write something that actually answers their questions. 

Step 2: Promote that content on your social media channels—Facebook, Insta, LinkedIn, TikTok, whatever suits your audience. Think outside the box! (Stories, Reels, and short-form videos are great for engagement.)

Already tried this? Well, we’ve got 30+ more strategies for you to try.

Galactic Gourmet

CRM blips from around the web

Zendesk launches an AI Agent Builder, enhances its Agent Copilot. Zendesk’s new AI Agent Builder lets businesses create custom bots without coding. The enhanced Agent Copilot now helps agents solve issues faster with automated insights and proactive recommendations. This means quicker, more personalized support for customers.

Dynamic Works and Brokeree launch CRM and prop trading integration. Dynamic Works’ Syntellicore CRM integrates with Brokeree Prop Pulse, allowing clients to manage prop trading plans, payments, and account setup within a single platform. 

Oracle pledges to automate all customer service. Oracle revamps its CX AI toolkit, aiming for full automation in customer service processes. The goal is to reduce human intervention, streamline issue resolution, and improve customer satisfaction.

Astronomical Assets

Significant Moves in the Last Seven Days 

^{DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets. Please be careful and do your own research.}

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