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CRM machine learning leaps forward, assisting process automation

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AI, analytics and machine learning -- once separate technologies -- are now integrating into powerful new combinations for customer retention and service.

If you think you've heard it all when it comes to new automation technologies -- artificial intelligence, advanced data analytics, chatbots powered by CRM machine learning -- you haven't. Robotics is next.

Simply put, CRM's flavor of software robotics encompasses chatbots, tools for back-end automation and even data collection tools that watch employees work. All have the ultimate goal of helping sales and service staff better serve customers, explains Pegasystems CTO Don Schuerman. The robotics push from Pega follows its 2016 acquisition of robotic process automation and workforce analytics software vendor OpenSpan.

Here's the dirty little secret. The vast majority of what everybody's really excited about with robotic automation are what we used to call macros.

"Here's the dirty little secret. The vast majority of what everybody's really excited about with robotic automation are what we used to call macros," Schuerman says. "They're elegant, [and] they're much more cloud-managed. You've got much more control over how you can use them and tie them into things like document recognition and text recognition -- but, at the end of the day, they're macros."

Robotics work invisibly in the background, and employees only see the result, such as a prompt in the CRM system suggesting they make a certain offer at a certain juncture in a customer conversation. In other cases, software robots might simply collect data and utilize cloud analytics systems to identify manual processes employees are undertaking that are ripe for automation.

Don Schuerman, CTO, Pegasystems
Don Schuerman, CTO at Pegasystems, discusses CRM machine learning and other topics at the recent PegaWorld event. (Photo: Don Fluckinger, TechTarget)

In this podcast interview, we delve deep into this topic, as well as other observations and CRM implementation trends from the floor of the PegaWorld 2017 user conference in Las Vegas. Among them -- how AI and CRM machine learning will help cut down on companies over-communicating with customers, saving time for both the customer and the company.

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What machine learning-enabled software robotics are on tap for your CRM system?
Hi Don,

Great info! I recently came across your blog and have been reading along.
I thought I would leave my first comment. I don’t know what to say except that I have

Thank you very much for providing the information on this.
So VM's is by default our machine name. But in the RPA demo video in PDN , i can see multiple robots configured in the robotic automation console. How they did it ? do we have any idea on it?
So when we have multiple solutions that are configured with different work groups, but being used in same PEGA application, can't we run them at a time? if we want to run them at a time from robotics runtime what are all the configurations we need to do?
and also when we have multiple PEGA applications , we will have different server URL's. So before invoking the automatons from different PEGA applications , do we need to go and change the sever details for the respective application in runtime config.xml file or is there any other way where we can configure multiple server details in robotics section in the runtime config.xml file? Awesome! Thanks for putting this all in one place. Very useful! Irene Hynes