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5 Proven Tips to Build AI Safeguards in Your CRM System

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Phani Madhav Chegu,

September 6, 2023


5 Proven Tips to Build AI Safeguards in Your CRM System

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Artificial Intelligence (AI) – a revolutionary IT paradigm that has redefined the way companies utilize their marketing and customer data to enhance productivity and delight their clients; from scoring leads in real time to providing highly-relevant instantaneous responses to customer queries and delivering hyper- personalized offerings to gaining the right, timely insights into competitors’ strategies, AI has dramatically altered the business landscape.

Despite the manifold advantages of using AI, many are hesitant to use AI-enabled tools to utilize the information in their Customer Relationship Management (CRM) systems. In fact, a survey shows 73% of sales, marketing and customer support professionals are wary of using AI as they believe it could lead to data-security and various other challenges.

Their concerns are not unjustified. Large Language Models (LLMs), which are fundamental to generative AI tools, store vast quantities of data. But unlike traditional databases, they lack proper mechanisms to secure and control access to the data. This makes the LLMs highly vulnerable to a wide variety of cyberthreats. AI-based tools can also be biased and hallucinate, and this can cause serious problems.

How can you overcome this problem? What does it take to ensure excellent data security and utilize AI-powered applications in a trustworthy manner? Here’s an interesting infographic that lists 5 key aspects you must focus on to build proper safeguards.

Best Practices of Using AI Safely in Your CRM

Thus, by focusing on the 5 aspects listed above, you can make the best use of AI in a secure, trustworthy manner. At Solunus, we help you harness the immense potential of AI to leverage your Salesforce CRM database safely. Our team of technology veterans has worked with companies of all sizes across the industry spectrum. Their rich experience and our strong emphasis on comprehending your unique data usage needs enable us to deliver the perfect solution that provides the highest ROI.

5 Proven Tips to Build AI Safeguards in Your CRM System - 1

Hope you liked this post. How do you ensure safe usage of AI in your CRM system? We’d love to know.

About Solunus

Solunus is a leading Salesforce consulting company, based in Dallas, TX, USA. Our proven ‘needs-first’ approach coupled with our unrivaled expertise of the Salesforce platform enables us to provide the perfect solution to help you deliver delightful services to customers and achieve rapid growth.