Strategic Go-To-Market Blog | Six & Flow

How AI in CRM is Making it Easier To Scale: HubSpot's AI-Driven CRM

Written by Manveen Kaur | 13 December 2024

We all know that AI is everywhere these days. Whether it’s helping us write emails, forecast sales, or answer customer queries, it’s changing how we work for the better. One area that’s seeing a major transformation thanks to AI is CRM (customer relationship management). HubSpot AI, aka Breeze AI, is making it easier for businesses to manage customer data, personalise outreach, and automate routine tasks across sales, marketing, and service teams.

In this blog, we’ll explore how HubSpot’s AI-driven CRM tools, like Breeze AI, can help you improve efficiency, boost productivity, and scale your operations without overcomplicating things.

 

What is HubSpot’s Breeze AI?

At its core, Breeze AI is a suite of tools that integrates with HubSpot’s CRM to help you work smarter, not harder. It taps into your existing CRM data and uses AI to simplify tasks across marketing, sales, and customer service. The goal? To help your teams be more productive, save time, and focus on building stronger relationships with customers.

Here are the main features you can expect from Breeze AI:

1. Breeze Copilot

Breeze Copilot acts like a personal assistant, guiding you through CRM tasks with ease. Whether it’s organising data or suggesting the best next steps, Breeze Copilot automates the routine stuff so your team can focus on the bigger picture.

2. Breeze Agents

For those repetitive tasks, Breeze Agents step in. This tool automates actions like scheduling meetings, responding to common emails, and handling routine customer requests. By letting AI handle the basics, your team can focus on high-value work.

3. Breeze Intelligence

Breeze Intelligence digs into your CRM data, providing smart insights and recommendations. It helps your team identify patterns, spot opportunities, and make data-driven decisions, all without needing to manually sift through reports. Packed with powerful features Breeze Intelligence helps simplify data management, enrich customer insights, and accelerate your go-to-market efforts

 

 

Key Features of HubSpot's AI-Driven CRM

HubSpot’s AI tools go beyond just automating tasks—they help your teams be more efficient and effective in their roles.

Best AI Tools for Marketing

Marketers often struggle with creating content at scale while ensuring it’s personalised and on-brand. With AI, these tasks become much easier. And HubSpot especially has released some of the best AI tools in marketing. Here’s how HubSpot’s AI features help:

  • Brand Voice: With AI tools like Brand Voice, you can ensure all your content stays on-brand, no matter who’s writing it.
  • Content Remix: Content Remix helps you repurpose existing content across different formats, so you can maximise the value of your content without starting from scratch each time.
  • AI Translations: Expand your reach globally with AI Translations. This tool makes it easy to translate content into multiple languages while maintaining your brand’s voice.
  • Clip Creator: If video is a big part of your strategy, Clip Creator allows you to quickly cut and share relevant clips, making video content more manageable.

 

And of course, let's not forget about Breeze Agents - Content agent and Social agent that help create content for web pages, blogs, social media, etc. which gives a great first draft for you to take, review, and work upon - so no more writer's blocks!

With these AI tools, marketers can create content more efficiently and at scale, without sacrificing quality or consistency.

AI Tools For Sales

Sales teams need to be quick, responsive, and personal. HubSpot’s AI tools for sales help sales reps achieve all of this:

  • AI Forecasting: AI Forecasting uses historical data to predict future sales trends, helping you plan and allocate resources more effectively.
  • AI Report Generation: Instead of manually creating reports, AI Report Generation automatically compiles data into insightful reports, saving time and effort.
  • AI Sales Email Generator: Writing personalised emails can be time-consuming. With AI Sales Email Generator, your team can quickly craft tailored emails based on customer data, improving response rates and efficiency.

 

Talking about Breeze tools, there's Breeze Copilot, which comes quite in handy to conduct research and even helps you summarise contact or company information so you can prepare for meetings ahead! Also, the Prospecting Agent has to one of the best ai tools for sales, that automates your sales outreach and even personalises it!

These tools help your sales team spend less time on administrative work and more time focusing on customers.

AI in Customer Success

For service teams, speed and accuracy are key which is why AI in customer success plays a major role. HubSpot’s AI tools provide the support your team needs:

  • AI Chatbot: The AI Chatbot provides immediate responses to customer queries, offering support without the need for human intervention.
  • AI Assistant in Inbox: The AI Assistant helps your service team respond faster by suggesting replies based on previous conversations.
  • Reply Recommendations: When your team is responding to a customer, Reply Recommendations suggests the best responses based on past interactions, ensuring your team always offers relevant and helpful information.

 

Well well, that's not all. Remember the Breeze agents we keep talking about? The Customer Agent has to be one of our favourite features as it significantly improves ticket resolution times by taking on queries and solves them using your approved knowledge base. Unless of course there's something complicated that requires a human touch, in which case you'll be involved in the process.

These tools help your service team deliver faster, more personalised responses, leading to better customer satisfaction.

 

 

Why AI in CRM is Worth Considering

With an AI-driven CRM in your tech stack, you ensure making your team more productive and efficient. Here’s why it’s worth integrating AI into your CRM:

  • More Time for High-Value Work: 95% of professionals using AI say it helps them spend less time on manual tasks, allowing them to focus on more strategic activities.
  • Better Decision-Making: 72% of business leaders say AI makes their workers more productive by automating routine tasks and providing data-driven insights.
  • Improved Customer Experience: By using AI to personalise interactions and respond faster, your team can deliver better experiences for your customers, leading to higher satisfaction and loyalty.

 

HubSpot’s Breeze AI and its AI-driven CRM tools are designed to help your team do more with less—saving time and improving productivity across the board.

 

How to Get Started with AI in CRM

To get started with AI in CRM, focus on four key areas of AI maturity:

  1. Processes: Streamline your workflows to ensure AI can optimise operations without exacerbating inefficiencies.
  2. Technology: Ensure your tech stack supports AI tools and integrates seamlessly with your CRM.
  3. Data: Prioritise clean, accessible, and integrated data to empower AI’s decision-making and personalisation capabilities.
  4. Strategy: Align AI initiatives with your broader business goals, creating a strategy that delivers measurable outcomes and improves customer relationships.

 

By addressing these areas, you can build a strong AI foundation in your CRM, which is crucial because it sets the stage for scalable growth. If your processes are inefficient, your AI tools won’t reach their full potential. Ensuring your technology is aligned with AI, having clean data, and integrating it properly empowers the system to work effectively. Without a clear strategy, your AI efforts could lack direction, reducing their impact.

AI maturity helps you unlock automation, personalisation, and decision-making capabilities that drive customer success and improve overall performance. It’s a long-term investment for sustainable business growth.