Question: I'm looking for a solution that integrates conversational data with CRM and CDP systems to automate customer engagement workflows.

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Conversica

If you need a system that marries conversational data with CRM and CDP systems to orchestrate customer engagement workflows, Conversica is a good option. It's a Conversational AI platform for revenue teams that uses large AI models to mimic human conversation. It can handle tasks like lead engagement and qualification, and it can handle multilingual and omnichannel conversations. Its integrations with popular CRM and Customer Success platforms let you easily integrate and automate workflows to drive revenue and automate processes.

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Haptik

Another contender is Haptik, a Conversational CRM that uses Generative AI to improve customer lifecycle management. It includes tools like Gen AI Web Q&A for customer support, Gen AI Sales Assistant for personalized buying guidance, and Intelligent Analytics for performance monitoring. Haptik engages customers across multiple channels like WhatsApp, Instagram Direct and Facebook Messenger. The platform can help businesses generate leads, improve customer satisfaction and improve operational efficiency.

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Drift

Drift is another option, particularly if you want to personalize buyer journeys. It offers revenue orchestration and integrates with more than 50 tools, so it's well suited for marketing, sales and service teams. Drift's AI technology powers tools like Drift Engage, Site Concierge and Bionic Chatbots that can dramatically increase pipeline generation and conversion rates.

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Blueshift

If you want a system that combines customer engagement with a full Customer Data Platform (CDP), Blueshift offers AI-powered marketing and customer data unification. It automates marketing decisions and delivers campaigns across multiple channels, including email, SMS and in-app messages. Blueshift's real-time AI analyzes customer behavior and intent to inform better marketing and provide a single customer view across channels.

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