FELHASZNÁLÁSI ESET

AI CRM ügynök: Cserélje le a Salesforce-t és HubSpot-ot

Építsen CRM-et, amely valóban kezeli az ügyfélkapcsolatokat — nem csak tárolja a rekordokat.

2025. december 24.•FELHASZNÁLÁSI ESET

A Salesforce és HubSpot adatbázisok űrlapokkal. Ön még mindig ellenőrzi, naprakészen tartja, elemzi és cselekszik mindenen belül. A CRM nem kezel kapcsolatokat — Ön igen.

Mi lenne, ha AI ügynökök végzik a tényleges CRM munkát? Követik a kapcsolatokat, karbantartják az adatokat, azonosítják a lehetőségeket és figyelmeztetik, amikor az Ön figyelme szükséges.

articles.aiCrmAgent.intro.p3

articles.aiCrmAgent.cost.title

articles.aiCrmAgent.cost.intro

articles.aiCrmAgent.cost.table.headers.tool	articles.aiCrmAgent.cost.table.headers.price	articles.aiCrmAgent.cost.table.headers.annual
Salesforce	$150/user/mo	$18,000
HubSpot	$90/user/mo	$10,800
Pipedrive	$49/user/mo	$5,880
Close	$59/user/mo	$7,080

articles.aiCrmAgent.cost.tableNote

articles.aiCrmAgent.cost.conclusion

articles.aiCrmAgent.reality.title

articles.aiCrmAgent.reality.intro

articles.aiCrmAgent.reality.table.headers.traditional	articles.aiCrmAgent.reality.table.headers.reality
articles.aiCrmAgent.reality.table.rows.contacts.feature	articles.aiCrmAgent.reality.table.rows.contacts.reality
articles.aiCrmAgent.reality.table.rows.pipeline.feature	articles.aiCrmAgent.reality.table.rows.pipeline.reality
articles.aiCrmAgent.reality.table.rows.logging.feature	articles.aiCrmAgent.reality.table.rows.logging.reality
articles.aiCrmAgent.reality.table.rows.sequences.feature	articles.aiCrmAgent.reality.table.rows.sequences.reality
articles.aiCrmAgent.reality.table.rows.reporting.feature	articles.aiCrmAgent.reality.table.rows.reporting.reality

articles.aiCrmAgent.reality.conclusion

articles.aiCrmAgent.capabilities.title

articles.aiCrmAgent.capabilities.intro

articles.aiCrmAgent.capabilities.database.title

articles.aiCrmAgent.capabilities.database.description

articles.aiCrmAgent.capabilities.logging.title

articles.aiCrmAgent.capabilities.logging.description

articles.aiCrmAgent.capabilities.pipeline.title

articles.aiCrmAgent.capabilities.pipeline.description

articles.aiCrmAgent.capabilities.followUps.title

articles.aiCrmAgent.capabilities.followUps.description

articles.aiCrmAgent.capabilities.reports.title

articles.aiCrmAgent.capabilities.reports.description

articles.aiCrmAgent.killerFeature.title

articles.aiCrmAgent.killerFeature.intro

/crm
  contacts.csv
  deals.csv
  interactions.csv
  /templates
    follow-up-after-demo.md
    proposal-sent-check-in.md
  pipeline-summary.md

articles.aiCrmAgent.killerFeature.explanation

articles.aiCrmAgent.killerFeature.benefit1.title

articles.aiCrmAgent.killerFeature.benefit1.description

articles.aiCrmAgent.killerFeature.benefit2.title

articles.aiCrmAgent.killerFeature.benefit2.description

articles.aiCrmAgent.killerFeature.benefit3.title

articles.aiCrmAgent.killerFeature.benefit3.description

articles.aiCrmAgent.killerFeature.benefit4.title

articles.aiCrmAgent.killerFeature.benefit4.description

articles.aiCrmAgent.killerFeature.conclusion

articles.aiCrmAgent.agentConfig.title

articles.aiCrmAgent.agentConfig.intro

Agent Name

Sales Agent

Description

articles.aiCrmAgent.agentConfig.description

Agent ID

sales-agent

sales-agent@acme.lazarusconnect.com

Capabilities

Read filesWrite filesSearch in filesConnect to external toolsSend emails

Scheduled Work

Daily pipeline checkEvery day at 9:00 AM

Follow-up reminder scanEvery day at 2:00 PM

Weekly pipeline reportEvery Monday at 8:00 AM

articles.aiCrmAgent.agentConfig.emailNote

articles.aiCrmAgent.chatDemo.title

articles.aiCrmAgent.chatDemo.intro

articles.aiCrmAgent.chatDemo.pipeline.title

articles.aiCrmAgent.chatDemo.pipeline.channel

articles.aiCrmAgent.chatDemo.pipeline.userMessage

articles.aiCrmAgent.chatDemo.pipeline.agentGreeting

Metric	Value
Active Deals	12 ($847,000)
Closing this week	3 ($215,000)
Needs follow-up	4 deals
Stalled (7+ days)	2 deals

articles.aiCrmAgent.chatDemo.pipeline.agentAlert

articles.aiCrmAgent.chatDemo.pipeline.agentQuestion

articles.aiCrmAgent.chatDemo.handoff.title

articles.aiCrmAgent.chatDemo.handoff.channel

articles.aiCrmAgent.chatDemo.handoff.sdrNote

articles.aiCrmAgent.chatDemo.handoff.sdrMessage

articles.aiCrmAgent.chatDemo.handoff.crmNote

articles.aiCrmAgent.chatDemo.handoff.crmResponse

articles.aiCrmAgent.chatDemo.handoff.userQuestion

articles.aiCrmAgent.chatDemo.handoff.agentAnswer

articles.aiCrmAgent.chatDemo.followUp.title

articles.aiCrmAgent.chatDemo.followUp.channel

articles.aiCrmAgent.chatDemo.followUp.userMessage

articles.aiCrmAgent.chatDemo.followUp.agentIntro

Contact	Days Silent	Action
Acme Corp (Sarah)	5	Proposal check-in
Globex (Mike)	4	Demo follow-up
Initech (Tom)	3	Quick follow-up
Umbrella (Lisa)	7	Personal outreach needed

articles.aiCrmAgent.chatDemo.followUp.agentConclusion

articles.aiCrmAgent.chatDemo.scheduled.title

articles.aiCrmAgent.chatDemo.scheduled.channel

articles.aiCrmAgent.chatDemo.scheduled.subject

articles.aiCrmAgent.chatDemo.scheduled.agentIntro

Metric	This Week	vs Last Week
Pipeline Value	$847,000	+12%
Deals Closed	3 ($215,000)	+1
New Leads	18	+5
Avg Deal Velocity	23 days	-2 days

articles.aiCrmAgent.chatDemo.scheduled.highlight1

articles.aiCrmAgent.chatDemo.scheduled.highlight2

articles.aiCrmAgent.chatDemo.scheduled.savedTo

articles.aiCrmAgent.stepByStep.title

articles.aiCrmAgent.stepByStep.intro

articles.aiCrmAgent.stepByStep.step1.title

articles.aiCrmAgent.stepByStep.step1.description

articles.aiCrmAgent.stepByStep.step1.example

articles.aiCrmAgent.stepByStep.step2.title

articles.aiCrmAgent.stepByStep.step2.description

articles.aiCrmAgent.stepByStep.step3.title

articles.aiCrmAgent.stepByStep.step3.description

articles.aiCrmAgent.stepByStep.step4.title

articles.aiCrmAgent.stepByStep.step4.description

articles.aiCrmAgent.stepByStep.step5.title

articles.aiCrmAgent.stepByStep.step5.description

articles.aiCrmAgent.stepByStep.conclusion

articles.aiCrmAgent.multiAgent.title

articles.aiCrmAgent.multiAgent.intro

articles.aiCrmAgent.multiAgent.table.headers.agent	articles.aiCrmAgent.multiAgent.table.headers.role	articles.aiCrmAgent.multiAgent.table.headers.files
articles.aiCrmAgent.multiAgent.crmAgent.name	articles.aiCrmAgent.multiAgent.crmAgent.role	articles.aiCrmAgent.multiAgent.crmAgent.files
articles.aiCrmAgent.multiAgent.sdrAgent.name	articles.aiCrmAgent.multiAgent.sdrAgent.role	articles.aiCrmAgent.multiAgent.sdrAgent.files
articles.aiCrmAgent.multiAgent.csAgent.name	articles.aiCrmAgent.multiAgent.csAgent.role	articles.aiCrmAgent.multiAgent.csAgent.files
articles.aiCrmAgent.multiAgent.revOpsAgent.name	articles.aiCrmAgent.multiAgent.revOpsAgent.role	articles.aiCrmAgent.multiAgent.revOpsAgent.files