C3 AI CRM

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.