Nowadays, almost all CRM tools being evaluated come with AI claims, yet it has been hard to identify which capabilities are useful and which simply look fine on demonstration. For example, drafting emails or producing meeting summaries is excellent but not convincing enough for us to switch tools.

I would like to know whether AI could decrease real administrative tasks, such as keeping records up to date, spotting missed opportunities, creating action items from meetings, prioritizing leads, or checking if deals are sticking to forecasts. My worry is that poorly kept data will just result in bad recommendations that are faster.

To those of you who have used AI-powered CRM in your day-to-day work – which features have changed the way you work? Are your sales reps reducing their time spent on CRM upkeep, or is it just a layer of convenience?