#crm apps

[infocodingcafe]

Stay Organized and Connected: The Top 10 Personal CRM Apps of 2024

In today’s fast-paced digital age, staying organized and connected is more important than ever. Whether you’re managing personal relationships, professional contacts, or a combination of both, having the right tools at your fingertips can make all the difference. Personal CRM (Customer Relationship Management) apps have emerged as essential companions for individuals looking to streamline their communication, manage their networks effectively, and foster meaningful connections. As we step into 2024, let’s explore the top 10 personal CRM apps that are revolutionizing the way we stay organized and connected.

MyNetwork: MyNetwork takes personal CRM to the next level with its intuitive interface and powerful features. From managing contacts and setting reminders to tracking interactions and analyzing relationship dynamics, this app does it all. With seamless integration across devices, MyNetwork ensures that you’re always in control of your network, no matter where you are.

Contactly: Contactly is a versatile personal CRM app that caters to the needs of individuals from all walks of life. Whether you’re a busy professional juggling multiple clients or a social butterfly keeping up with friends and family, Contactly has you covered. Its customizable tagging system and smart filters make it easy to categorize and prioritize your contacts, while its robust search functionality ensures that you can find who you need when you need them.

RelationHub: RelationHub is the ultimate relationship management tool for the modern age. With its sleek design and user-friendly interface, RelationHub makes it effortless to nurture and strengthen your connections. From tracking communication history to scheduling follow-ups, RelationHub empowers you to take control of your relationships and make meaningful connections that last.

ConnectUP: ConnectUP is a dynamic personal CRM app designed to help you build and maintain valuable connections. Its intuitive dashboard provides a comprehensive overview of your network, allowing you to identify opportunities for engagement and growth. With features like automatic contact enrichment and activity tracking, ConnectUP takes the guesswork out of relationship management, allowing you to focus on what matters most.

NetworkNinja: NetworkNinja is a cutting-edge personal CRM app that puts the power of networking in the palm of your hand. Whether you’re attending events, meeting new people, or reconnecting with old friends, NetworkNinja helps you make the most of every interaction. Its advanced analytics and reporting tools provide valuable insights into your network, allowing you to identify trends, spot opportunities, and track your progress over time.

CircleSync: CircleSync is a seamless personal CRM solution that seamlessly integrates with your existing workflows and tools. Whether you’re a freelancer managing clients, a salesperson nurturing leads, or an entrepreneur building your brand, CircleSync has the features you need to succeed. Its robust automation capabilities and cross-platform compatibility ensure that you’re always one step ahead, no matter where your journey takes you.

LinkUp: LinkUp is a game-changing personal CRM app that redefines how you connect with others. With its intuitive interface and powerful features, LinkUp makes it easy to organize your contacts, streamline your communication, and cultivate meaningful relationships. Whether you’re following up on a lead, scheduling a meeting, or simply staying in touch, LinkUp has everything you need to stay organized and connected.

ContactKeeper: ContactKeeper is your all-in-one solution for managing your personal and professional contacts. With its intuitive interface and customizable workflows, ContactKeeper adapts to your unique needs and preferences, ensuring that you stay organized and efficient at all times. Whether you’re managing a small network or a large database of contacts, ContactKeeper helps you stay on top of your relationships and never miss an opportunity.

RelationshipRadar: RelationshipRadar is a cutting-edge personal CRM app that leverages the latest advancements in artificial intelligence and machine learning to help you build stronger connections. Its predictive analytics and recommendation engine provide valuable insights into your network, empowering you to make informed decisions and take meaningful action. With RelationshipRadar by your side, you’ll never be out of touch or out of reach.

ConnectSync: ConnectSync is the ultimate personal CRM app for individuals who value simplicity, efficiency, and effectiveness. With its minimalist design and intuitive features, ConnectSync makes it easy to stay organized and connected, no matter how busy life gets. Whether you’re managing your professional contacts, staying in touch with friends and family, or networking with new acquaintances, ConnectSync has everything you need to thrive in today’s interconnected world.

In conclusion, the top 10 personal CRM apps of 2024 offer a wide range of features and functionalities designed to help you stay organized and connected in a fast-paced, digital world. Whether you’re a busy professional, a social butterfly, or somewhere in between, there’s a personal CRM app out there to suit your needs. So why wait? Start exploring the possibilities today and take your relationships to new heights with the power of personal CRM.

And remember, if you’re looking to develop your own CRM solution tailored to your specific needs, consider partnering with a reputable CRM development company like CodingCafe. With their expertise and experience, they can help bring your vision to life and create a customized solution that meets your unique requirements.

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🚀Elevate Your Collaboration with ITOnline Consultancy a Bitrix24 Partner! 🌐💼

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[dean-infotech-gmbh]

Dean Infotech GmbH

Dean Infotech GmbH ist eine in Hamburg ansässige Firma und eine Schwestergesellschaft der Dean Infotech Pvt Ltd. Indien, mit dem Fokus auf die Entwicklung von Software-Lösungen im Bereich Salesforce und Web-Technologien. Unser Ziel ist es, unsere Kunden mit dem besten aus beiden Welten zu begeistern. Zusammen, als hoch motiviertes Team, ist es unsere oberste Priorität, unseren Kunden die richtige Software, verlässlich und mit glänzendem Service anzubieten.

Address- Ballindamm 3, Hamburg, Germany - 20095 Mail- info@deaninfotech.de

[onewebsoft]

We customize our solutions to fit your specific needs. We aim to transform the way that you do business. We're responsive. We have the experience in web designing, mobile application development, ecommerce website development, custom software, Digital Marketing. We design Web and Mobile software that delivers best-in-class performance at affordable prices. One WebSoft

[servicecrmindia]

Lift & Elevator Service Maintenance Software - Service CRM

Elevator and lift maintenance can be a challenging and time-consuming task, but with the help of Lift & Elevator Service Maintenance Software, it can become much easier and streamlined. This powerful software allows service teams to manage maintenance schedules, track equipment performance, and quickly diagnose and fix issues. Partnered with Service CRM, the software becomes even more valuable by providing a complete solution for managing maintenance service requests, parts ordering, and customer communications. With these tools at our disposal, we can ensure that elevators and lifts remain in top operating condition, providing reliable and safe service for all who use them.

[emorphistechno]

Salesforce developers can improve productivity, automate business processes, and design custom apps. Contact us for Salesforce App Development.

Maximize your business potential with Salesforce app development services provided by our expert developers. Enhance your business productivity, streamline processes, and deliver custom solutions tailored to your unique business needs. Contact us today to learn more about how the Salesforce app development company can help you achieve your business goals.

[tradesoft]

How To Choose The Best CRM for Forex Brokers

Choosing the right CRM for Forex Brokers is essential for a successful trading business. A good CRM will help Forex Brokers to manage customer data, track sales and marketing activities, and improve customer service. It should be able to provide real-time data on customer behavior and trends in order to make informed decisions quickly. Additionally, it should have features like automated emails, lead scoring, contact management, and reporting capabilities that can help Forex Brokers maximize their profits. When selecting a CRM for Forex Brokers it is important to consider the features offered by different providers and determine which one best suits your needs.

The best forex CRM should have features that enable brokers to manage customer data efficiently, generate leads, automate customer service tasks, and provide real-time analytics about their business. With the right Forex CRM, brokers can streamline their operations and maximize profits. In this article, we will discuss some of the best Forex CRMs in the market today and how they can help you achieve success in your forex business.

Metatrader 5 CRM Software is a powerful tool designed to help businesses manage their customer relationships. It provides a comprehensive suite of features that enable businesses to easily manage customer accounts, track customer interactions, and create custom reports. With its intuitive interface and customizable features, Metatrader 5 CRM Software makes it easy for businesses to stay organized and keep track of their customers. With its powerful automation capabilities, Metatrader 5 CRM Software can help companies save time and money by streamlining customer service processes. By utilizing this software, businesses can ensure that their customers receive the best possible service and support.

Easy to Use Mobile Trading App

Mobile trading apps are becoming increasingly popular amongst investors and traders. They offer a convenient and easy way to trade stocks, commodities, currencies, and more from the comfort of your own home. With a mobile trading app, investors can easily access their accounts, monitor their investments in real-time, and make trades with just a few taps on their smartphone. These apps also provide users with detailed market analysis and research tools to help them make informed decisions about their investments. With the right mobile trading app, you can take control of your finances without ever having to leave your house.

Tradesoft is one of the best Forex Broker in forex trading platforms that offers its clients and traders with a wide range of services including Forex Training, Forex account opening like Demo and Live account, Mobile Trading App, and more. With their advanced mobile app, they provide an easy-to-use platform to enable traders to access the global markets at any time. The app is designed with the latest technology to ensure a secure trading experience and provide access to real-time data feeds from major exchanges around the world. With their sophisticated yet intuitive mobile trading app, traders can stay ahead of the market trends and make informed decisions on when to buy or sell.

[trendingtechnologies]

Colan Infotech is a leading Custom Software Development Company offering innovative solutions to various business problems. We are an ISO certified organisation having expertise in developing custom web applications, mobile apps, desktop applications, ERP systems, CRM, CMS, eCommerce websites, etc.

For more information about custom software development click here_https://colaninfotech.com/

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[teamcodingcafe]

You want a website, right? but lack the required abilities: Nevertheless, why fret? when CODING CAFE is ready to help your business increase its online visibility. Additionally, we will provide technical SEO strategies and advancements to help you stand out from the competitors. How Come We Wait? Contact us right away to schedule a free consultation. E-mail at hello@codingcafe.website

[openteq---123]

The Best ERP NetSuite Customer Support & Customization for Franchises | OpenTeQ

Why NetSuite is the Best ERP Solution for Franchise Businesses 

Franchise businesses face unique challenges, from managing multiple locations to maintaining consistency across various franchisees. An effective ERP system like NetSuite can help streamline these processes, bringing franchise operations under one cohesive management platform. OpenTeQ a provider of NetSuite services, offers expert support to help franchise businesses fully leverage NetSuite's capabilities. Here’s why NetSuite stands out as the ideal ERP solution for franchise businesses and how NetSuite Customer Support & Customization, NetSuite Digital Portals, NetSuite Supplier Portal, NetSuite Mobile Apps, and NetSuite Data Migration contribute to its success. 

1. Enhanced Centralized Management with NetSuite Digital Portals 

Franchise businesses often struggle to maintain standardized processes across locations. NetSuite Digital Portals provide a centralized platform for managing data, resources, and operations. OpenTeQ assists franchises in setting up digital portals that offer controlled access to relevant information for each franchisee. This centralization not only improves communication and consistency but also ensures data security and operational transparency. 

By implementing NetSuite Digital Portals, franchise businesses can streamline their workflows and give franchisees a tailored view of essential information, helping each location operate efficiently while remaining aligned with brand standards. 

2. Reliable NetSuite Customer Support & Customization 

Each franchise business has unique requirements, and NetSuite’s flexibility enables customizations that can adapt to these individual needs. NetSuite Customer Support & Customization, provided by OpenTeQ, allows franchises to tailor their ERP environment according to specific processes and preferences. 

With OpenTeQ’s expertise in NetSuite customization, franchise owners can build solutions that fit their unique business models. Whether it's modifying reporting structures or enhancing workflows, NetSuite Customer Support & Customization ensures that franchises get the most out of their ERP system. 

3. Supplier and Inventory Management through NetSuite Supplier Portal 

Effective supplier and inventory management is essential for franchise businesses, especially those dealing with tangible products. NetSuite Supplier Portal helps franchises manage supplier relationships and inventory across multiple locations seamlessly. OpenTeQ configures and optimizes the Supplier Portal, allowing franchisees to place orders, track deliveries, and manage inventory levels in real time. 

By utilizing NetSuite Supplier Portal, franchises can avoid stockouts, reduce excess inventory, and strengthen their supplier relationships, ultimately enhancing efficiency and lowering operational costs. 

4. Mobility and Real-Time Access with NetSuite Mobile Apps 

For franchise owners, being able to manage operations on the go is crucial. NetSuite Mobile Apps allow franchise operators to access real-time data, track performance, and manage tasks from anywhere. OpenTeQ ensures that NetSuite Mobile Apps are seamlessly integrated, giving franchise managers and employees instant access to the tools they need, regardless of location. 

The flexibility offered by NetSuite Mobile Apps enables franchisees to oversee operations remotely, address issues promptly, and make informed decisions in real time, fostering a more agile and responsive business environment. 

5. Seamless Transition and Scalability with NetSuite Data Migration 

Transitioning to a new ERP system can be challenging, but with NetSuite Data Migration services from OpenTeQ, franchise businesses can migrate data smoothly from legacy systems to NetSuite. Data migration is crucial to ensuring that all essential information—like customer details, inventory records, and financial data—moves securely and accurately into the new ERP platform. 

NetSuite Data Migration ensures that businesses can hit the ground running without losing valuable data or disrupting operations. OpenTeQ’s data migration expertise ensures a seamless transition, so franchise businesses can start leveraging NetSuite’s powerful features without missing a beat. 

Why Choose OpenTeQ for NetSuite Services? 

OpenTeQ specializes in providing tailored NetSuite solutions for franchise businesses. From NetSuite Customer Support & Customization to NetSuite Digital Portals, OpenTeQ’s services ensure that each franchise gets the support and customization needed to thrive. Their expertise in NetSuite Supplier Portal, NetSuite Mobile Apps, and NetSuite Data Migration means franchise businesses can count on a comprehensive solution that covers all facets of their operations. 

Reach out to OpenTeQ for expert NetSuite services tailored to your business needs. info@openteqgroup.com, +1-469 623 5106. 

[taruletechnology]

Are you struggling to make an impact with your current digital marketing efforts? Look no further than Tarule Technology for all your digital marketing service needs. Our innovative approach and attention to detail will help you connect with your audience and increase your online visibility. Trust us to deliver exceptional results for your business.

Visit here: https://tarule.com/

[wisertech]

If you're searching for the top app developers in Toronto, you're not alone. With Toronto emerging as a tech hub, businesses are looking to skilled developers to bring custom app solutions to life, whether it’s a mobile app, eCommerce platform, or a CRM system. But what should you look for in a professional app developer, and how can you ensure they’ll meet your specific needs?

Why Choose App Developers in Toronto?

Toronto is home to a talented community of developers with experience across diverse industries. Whether you need an eCommerce app, a workflow management system, or a user-friendly mobile app, Toronto developers have the expertise and innovation to help you achieve your business goals. Here are a few reasons why Toronto-based app developers are highly sought after:

Advanced Expertise: With backgrounds in platforms like Shopify, WordPress, and iOS, Toronto developers bring a wealth of knowledge and skills.

Custom Solutions: Toronto developers provide customized app solutions, helping businesses create user-friendly and secure platforms.

Cutting-edge Innovation: Developers in Toronto stay on top of industry trends, ensuring apps are built with the latest features and security.

What to Look for in Top App Developers in Toronto

When selecting an app developer, consider these essential factors to ensure you’re choosing the best fit for your project:

1. Proven Experience

Look for developers with a track record of building apps similar to what you envision. Check out their portfolios to see if they have relevant experience in your industry or with the specific type of app you need—whether it's eCommerce, CRM, or mobile-specific.

2. Custom Solutions

The best app developers can tailor their approach to meet your unique business requirements. This includes offering bespoke app solutions for various needs, from ERP systems to workflow management applications.

3. Up-to-Date with Technology

Technology evolves quickly, and your app should reflect the latest in mobile app development, SEO best practices, and automation tools. Hiring developers who stay updated will ensure your app remains competitive and functional over time.

4. Comprehensive Project Management

Top developers provide full-cycle services, from planning and design to development, testing, and deployment. This approach ensures that your project stays on track, meets your budget, and is completed on time.

Benefits of Hiring Top App Developers in Toronto

Hiring a Toronto-based developer brings unique advantages that can help set your business apart:

Seamless User Experience: With expertise in UX/UI design, Toronto developers create apps that offer smooth, intuitive experiences, helping users engage and convert.

Ongoing Support and Maintenance: Many top developers offer continuous support, ensuring your app stays updated, secure, and functional.

Scalability: Whether you're a startup or an enterprise, Toronto developers can create scalable app solutions that grow with your business.

Steps to Hiring the Best App Developer in Toronto

1. Define Your Project Scope and Goals

Outline your project needs, target audience, and key functionalities before reaching out to developers. Knowing your vision will help you find developers who align with your goals.

2. Review Portfolios and Testimonials

Browse developer portfolios to ensure they have experience relevant to your project. Client testimonials also provide insight into their reliability and quality of work.

3. Evaluate Communication and Responsiveness

Effective communication is key to a successful project. Choose developers who respond promptly and provide clear timelines, making sure they keep you informed throughout the process.

4. Consider Budget and Timeline

Discuss your budget and timeline upfront to ensure expectations are clear. Many Toronto developers offer flexible pricing options, making it easier to find a quality provider within your budget.

Conclusion: Ready to Bring Your Vision to Life?

Finding the best app developer in Toronto doesn’t have to be challenging. By focusing on their experience, expertise, and ability to deliver customized solutions, you can partner with a developer who’ll create a high-quality, user-friendly app for your business.

When you’re ready to hire, remember that Toronto’s top app developers can provide the innovative and reliable solutions you need. Reach out today to get started on building an app that meets your goals and brings your vision to life!

Looking for the best app developers in Toronto? Contact us today to discuss your project and discover how our developers can help you achieve your business goals with a custom app solution.

[digitalflexbox]

Zoho CRM has a range of solutions designed to streamline business processes by integrating Zoho applications with other software and automating workflows.

Zoho Integration play a crucial role in modern business environments by enabling companies to leverage technology to its fullest potential, fostering collaboration, enhancing customer experiences, and driving growth. It can help organizations to save time and reduce costs, some of Benefits of Zoho Integration Solution:

Automate Processes

Streamline Workflows

Boost Productivity

Real-time Data Sync

Simplified your business with Zoho Integration:

Transform your operations by seamlessly connecting Zoho applications with your existing systems. Automate repetitive tasks, enhance collaboration, and customize workflows to fit your unique needs, Here’s how:

Sales and Marketing Automation

Customer Support Management

Order Placement and Processing

Deep Insights and Analytics

Intelligent Workflow Automation

Activity Management

“Certified Zoho Experts to connects your business with Automation!”

Flexbox Digital assists in smooth Zoho CRM integrations for better work performance. With a certified Zoho integration partner, keep your sales, marketing, accounting, and inventory systems effortlessly in sync by integrating the Zoho CRM API. Contact us for a free consultation with an expert: https://www.flexboxdigital.com.au/zoho-integration-partner/

[cyberswift-story]

Leveraging AI in Salesforce Development

Artificial Intelligence (AI) is revolutionizing Salesforce development by infusing intelligence into traditional CRM processes. AI allows Salesforce to evolve from a static data management platform into a dynamic, insight-driven system that can predict, recommend, and automate key functions. With AI, Salesforce development is now more about building solutions that are not just reactive but proactive.

Know more at: https://www.cyberswift.com/blog/leveraging-ai-in-salesforce-development/

[jcmarchi]

Don Schuerman, CTO at Pegasystems – Interview Series

New Post has been published on https://thedigitalinsider.com/don-schuerman-cto-at-pegasystems-interview-series/

Don Schuerman, CTO at Pegasystems – Interview Series

Don Schuerman is chief technology officer and vice-president of product marketing at Pegasystems, responsible for Pega’s platform and customer relationship management (CRM) applications.

He has 20 years’ experience delivering enterprise software solutions for Fortune 500 organisations, with a focus on digital transformation, mobility, analytics, business process management, cloud and CRM.

Pegasystems offers a robust platform designed to help organizations achieve business-transforming results through real-time optimization. The platform enables clients to address key business challenges using enterprise AI decision-making and workflow automation, including personalizing customer engagement, automating services, and improving operational efficiency. Established in 1983, Pegasystems has developed a scalable and flexible architecture that supports enterprises in meeting current customer demands while adapting to future needs.

Given your extensive experience as CTO at Pegasystems, how does Pega GenAI distinguish itself in the rapidly evolving landscape of generative AI for enterprises?

Pega has been innovating AI solutions for years, including exploring generative AI well before it broke into the mainstream. I think there are three things that set us apart:

First, we’re not just speeding processes, we’re driving innovation. Most enterprise software vendors have rolled out various gen AI bots, agents, or co-pilot features, but the truth is these look-alike tools will not drive competitive differentiation. We enable our clients to reimagine how their entire business runs with unique tools such as Pega GenAI Blueprint, which provides best-of-breed app designs in seconds. We’re not just automating tasks; we’re fundamentally reimagining how businesses operate and innovate.

Second, we’re not just automating in isolation, we’re orchestrating how work gets done from start to finish. Other vendors sprinkle in these gen AI bot features and hope that’s enough to increase efficiency. Our platform is rooted in our industry-leading case management and orchestration, which enables us to not only automate with gen AI but also orchestrate and optimize the entire process from end to end.

Third, we’re not just a generic gen AI engine – we’re focused on driving better client engagement and workflow automation through AI. Sometimes, the problem at hand calls for the creative power of generative AI, whereas other issues might require predictive AI or decisioning AI to infuse more logic into the process.

In your Forbes article, “Unlocking The Potential Of Advanced AI For Business Innovation,” you mention the potential of generative AI to reimagine business operations. What are some specific examples where AI could catalyze legacy transformation in established companies?

Deutsche Telekom’s SVP of Design Authorities, Daniel Wenzel, described to the audience at PegaWorld iNspire this summer how he’s currently using Pega GenAI Blueprint to help him reimagine over 800 separate business processes in the HR services department. He says the biggest bottleneck in trying to improve these processes was that the businesspeople and IT don’t speak the same language, which leads to unrealized expectations. Pega GenAI Blueprint helps both stakeholders understand the process and how to improve it much faster than traditional methods, leading to more effective solutions.

The same article discusses the limitations of current generative AI applications. How can companies move beyond incremental productivity improvements to harness AI’s full transformative potential?

Most generative AI in enterprise software is applied as one-off features that help speed specific aspects of the process. But these types of features are commonplace now, providing little competitive advantage. Productivity hacks like summarization and text generation are table stakes – what businesses need to advance in the market is to use generative AI to innovate all new ways of doing business at a high level. For example, Gartner has identified a new technology category they call Business Orchestration and Automation Technologies (BOAT) that looks at driving business outcomes more holistically, from streamlining costs, to improving decision making, to reducing operational costs and using the right automation technologies for the job at hand. One-off gen AI features have their place, but it’s just a piece of the puzzle and not the silver bullet to solve all problems.

What are the most promising enterprise use cases for generative AI that go beyond typical productivity enhancements, and how can businesses best implement these?

The most exciting generative AI opportunity is the potential to inject best practices into a process. Those that are using gen AI to just write more code could be setting themselves up for more technical debt down the line. The injection of IP into the software design process is a game changer, enabling organizations to get to an optimal solution much faster based on years of experience. And because it’s developed as a visual model and not just lines of code, it’s easier to collaborate and refine it over time across technical and non-technical stakeholders. Previously, finalizing an app design could take weeks and required very specialized skill sets; now, these gen AI-powered tools enable business users to type in their specific needs in plain language and quickly move from concept to comprehensive design. Forrester recently published some research predicting that using AI to inject IP into low-code or model-based design systems will fundamentally shift how enterprises use software – allowing them to build more and buy far fewer ‘off the shelf’ apps.  I think this is a big transformation, and we believe with Pega GenAI Blueprint we are well positioned to be the platform of choice for our enterprise clients.

You’ve previously suggested that generative AI can aid in product development by identifying market gaps. Can you elaborate on how this process works and share a real-world example?

Our Pega Customer Decision Hub is a predictive AI solution that helps our clients make the next-best action with their customers, whether that means up selling a product, fixing a service issue, or sometimes doing nothing at all. This allows us to connect with customers 1:1 with actions that best serve their individual needs. But operating in a 1:1 way means you need a great quantity of tailored offers – it’s far better than spamming everyone with the same message, but it requires marketing organizations to create more messages that are unique to different customer groups. Now with gen AI, we can uncover which customers have been underserved and then suggest new actions and build new treatments that would be more beneficial to these groups. This has the potential to help organizations expand into market audiences they have typically not been able to address.

How can established companies with legacy systems effectively integrate generative AI to remain competitive against more agile startups, particularly in reimagining their core operations?

I think we are entering a tipping point for legacy systems. For decades, large enterprises have been kicking the technical debt can down the road. We spent years applying band aid solutions like RPA that didn’t address the fundamental drain that legacy systems place on enterprises – they siphon off IT spend that could be going to innovation, they introduce risk, and they prevent enterprises from moving fast in changing markets. Luckily, I believe one of the superpowers of gen AI is that it will let us dramatically accelerate the rate at which we redesign and retire our legacy systems – not by simply recoding them, but by rethinking the workflows and processes themselves to both run on modern cloud architectures and deliver the digital experiences customers and employees expect.

In a separate article on establishing an AI manifesto, you emphasize the importance of tying AI strategy to actionable outcomes. Can you provide guidance on how businesses can align their AI goals with tangible business results?

Too many companies start by focusing on a shiny new tool like AI rather than starting by figuring out what their business objectives are and what problem they need to solve. By focusing on the tool rather than the problem, they pigeonhole themselves into a path that might not be optimal for their business. Instead, they need to step back and ask themselves what they are really trying to accomplish. Sometimes gen AI isn’t the right solution and may be better served by applying AI decisioning instead. They need to remember there are different types of AI that are better suited to solving different business problems.

How can businesses leverage generative AI to revolutionize their operations rather than just automating routine tasks? What strategies should they employ to maximize ROI in this area?

Don’t just focus on the individual tasks – this will prevent you from seeing the forest for the trees. Step back and understand your overall business workflows and the outcomes you are trying to drive from them. Generative AI can be used to analyze your processes and infuse best practices in any number of different industries. This can drive profound changes by enabling companies to rethink and redesign their core workflows. For example, AI can help design new operational models from scratch or re-engineer existing ones to improve efficiency and innovation. Establish clear metrics to measure success and regularly refine your approach based on these insights. By leveraging AI to drive meaningful change rather than incremental improvements, businesses can unlock significant value and stay ahead of the competition.

What industries do you believe are most poised to benefit from redesigning workflows using AI, and how should they begin implementing this approach?

Nearly any organization can universally benefit from improving their workflows, particularly in fast-changing markets. Services industries such as financial services, telco, and healthcare can likely realize the most gains to help streamline how they engage with their customers. These sectors handle complex, data-intensive processes and are under increasing pressure to improve efficiency, reduce costs, and deliver better outcomes. In addition, any industry with large amounts of legacy services – such as banking – can benefit by examining their processes likely established years ago to modernize them and ensure they keep pace with newer competition.

How does the ‘human-in-the-loop’ approach enhance the effectiveness and ethical deployment of AI, particularly in customer-facing roles?

Generative AI, while powerful, can produce outputs that are not always accurate or appropriate. By integrating human oversight, we can mitigate risks such as AI-generated content inaccuracies or ethical issues.

For instance, in customer service, AI can generate responses and recommendations, but having a human review these outputs ensures they align with company values and customer needs. This oversight is crucial for maintaining transparency and accountability, particularly when AI models produce plausible but incorrect or misleading information.

Interestingly, having a human in the loop allows you to take one of the weaknesses of gen AI – it is inherently non-predictable or non-deterministic, which means it doesn’t give you the same answer twice – and turn that into a strength. With Pega GenAI Blueprint, we use gen AI as a brainstorming partner, suggesting new approaches to workflow design. The human is always the final decider, but by constantly suggesting new approaches, gen AI pushes original thinking and helps humans avoid ‘repaving the cow path.’

Thank you for the great interview, readers who wish to learn more should visit Pegasystems.