Name: C3 AI CRM
Author: C3 AI

Customer Engagement

Help Desk

Web and Video Conferencing

Customer Support

Continuous Integration

Development

Online Proctoring Software

Education

Association Management

Business Intelligence (BI)

Collaboration

Contract Analysis

Data Analytics  and BI Services

Document Generation

File Sync

Enterprise

Accounting

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Management

Payroll

Recruitment Agency

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Design

Asset Tokenization

Cloud Storage

Container Management

DevOps

Disk Based Backup

Fraud Detection

Hadoop-Related

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Managed Private Cloud

Network Access Control (NAC)

Network Performance Monitoring

Relational Database Management Systems

Requirements Management

SSL Certificate

Tower Servers

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Customer Loyalty Program

Digital Experience Platforms (DXP)

Email Marketing

Location Intelligence

Marketing Automation

Personalization Engines

Product Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Email Signature

Project Management

Task Management

Professional Services

Customer Relationship Management (CRM)

Sales

Cloud Access Security Brokers

Data Loss Prevention

User and Entity Behavior Analytics (UEBA)

Security

Automotive

Catering

Church Management

Estate Planning

Hotel Management

Insurance Claims Management

Law Practice Management

Multiple Listing Service (MLS)

Vertical-Specific

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C3 AI CRM is a customer relationship management (CRM) solution offered by C3.ai. According to the vendor, this solution leverages artificial intelligence (AI) to enhance sales processes and drive revenue growth. The product is designed to cater to businesses of various sizes, from small enterprises to large corporations, and is used by sales professionals across industries such as manufacturing, oil & gas, utilities, financial services, defense & intelligence, government, healthcare, retail, telecommunications, and transportation. It is also utilized by sales operations teams, Chief Revenue Officers (CROs), account executives, and sales managers aiming to improve sales execution, forecast accuracy, and overall sales productivity.

## Key Features

**Accurate Forecasts**: According to the vendor, C3 AI CRM utilizes AI to provide accurate revenue, bookings, and consumption forecasts across various business dimensions. It offers early alerts for emerging risks and identifies factors that impact opportunity outcomes and revenue.

**Powered by External Data**: C3 AI CRM enriches CRM data by integrating external sources such as customer firmographic and financial performance data, industry-level performance indicators, and macroeconomic trends. This integration aims to enhance insights and decision-making for revenue predictability.

**Pipeline Analytics**: C3 AI CRM offers visualizations that allow businesses to analyze pipeline generation and opportunity progression over time. According to the vendor, these visualizations eliminate the need for spreadsheets and assist businesses in identifying hot spots in the pipeline.

**Relationship Insights**: The vendor claims that C3 AI CRM provides relationship visualizations through Sales Vision, which aims to improve sales execution. It helps identify single threaded deals, engage the appropriate stakeholders, and monitor relationship health within the sales network.

**Unified Intelligence for Enterprise Complexity**: Built on the C3 AI Platform, C3 AI CRM allows businesses to manage deals, monitor pipeline, and forecast across all business units in one place. It integrates data from all CRM systems, including Salesforce and Microsoft Dynamics, and can be connected to any enterprise system, according to the vendor.

**Explainable AI**: According to the vendor, C3 AI CRM provides transparency and understanding of AI-driven insights and recommendations. Users can take action based on the factors impacting forecasts and win rates identified by the AI.

**Sales Pipeline Analytics**: C3 AI CRM offers flow and waterfall visualizations to drive improved pipeline progression and generation. The vendor claims that these visualizations provide actionable insights to optimize pipeline management and enhance overall sales performance.

**Bi-directional Integration to Salesforce & Dynamics**: C3 AI CRM offers seamless synchronization of updates between Salesforce or Dynamics365 and itself in real time. According to the vendor, this ensures efficient sales operations and a smooth data flow between CRM systems.

**External Data**: C3 AI CRM leverages extensive external data sources, including macroeconomic data, stock prices, currency fluctuations, and news. According to the vendor, this enables businesses to gain precise insights for planning and executing sales strategies.

**Multi Hierarchy & Multi Cadence Forecasting**: C3 AI CRM allows highly customizable forecasting workflows for any team, territory, account, product, or industry hierarchy and cadence. The vendor claims that businesses can adapt forecasting processes to their specific needs and structures.

C3 AI® CRM is a predictive customer relationship management (CRM) application. C3 AI CRM leverages real-time machine learning and AI to create predictions and recommendations that drive operational excellence and profitability across sales, marketing, and customer service.

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

C3 AI CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

C3 AI

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

C3 AI CRM

Overview

What is C3 AI CRM?