Customizable AI solutions through QuickML integration with CRM

Customizable AI solutions through QuickML integration with CRM

Overview

Zoho CRM's AI-powered assistant, Zia, as we all know, is designed to enhance customer relationship management by offering predictions, recommendations, etc. It brings numerous advantages, while Catalyst's QuickML feature offers the flexibility to build sophisticated customizations tailored to their needs. Businesses can integrate their CRM account with Catalyst, enabling platform AI capability.

Upon integration, users will land on the QuickML page directly, thus being able to harness Catalyst's QuickML capabilities within their CRM accounts. This integration eliminates the need for complex data transfers and empowers businesses to create custom ML models and derive actionable insights with ease.

In this document, we’ll explore how this integration works, its benefits, and how you can set it up to unlock the full potential of your data.


NotesThis is only open to users of the Enterprise edition.

Why Custom AI solutions (Catalyst integration with CRM)?

Let's look at an example.

Custom AI solutions allow businesses to tailor machine learning capabilities to fit their specific organizational needs, addressing use cases that go beyond the default predictions and insights offered by Zia.

Let’s explore an example to understand its impact better:

In small businesses, sales managers typically use CRM to track customer interactions and close deals. In contrast, larger organizations like Zylker Health often have dedicated data science teams that need advanced tools to analyze CRM data and forecast key outcomes. For example, using patient data, they can customize QuickML to predict health trends for the coming year, enabling proactive outreach to patients requiring intensive care and helping prevent critical health issues. 

It is to address such requirements that you should integrate your CRM account with Catalyst's QuickML - an integration, which leverages Catalyst's low-code platform, enabling advanced AI operations and empowering users to perform sophisticated data analysis directly within the CRM environment.

QuickML

It enables users to create end-to-end machine-learning pipelines through a fully no-code ML pipeline builder. It allows you to execute a series of stages encompassing a wide range of data processing and machine learning tasks, allowing you to efficiently build, test, deploy, and monitor effective ML models tailored to various business needs. They can fetch datasets using data connectors, perform data pre-processing, and leverage ML algorithms and operations to build custom ML models.



Benefits of Custom Solutions

  1. Users will no longer have to import their CRM data into Catalyst, which will help them save a lot of time.
  2. It provides the user with control of data cleansing, data processing, and algorithm optimization.
  3. Given that it is a platform oriented approach, the user will be able to address their tailor made use cases subjective to their org in a seamless way.

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