Gartner defines the CRM customer engagement center (CEC) as a cohesive set of software built around core case management tools, dedicated to providing customer service and support by engaging with customers, and intelligently orchestrating the processes, data, systems, and resources of an organization.
Gartner defines contact center as a service (CCaaS) as solutions offering SaaS-based applications that enable customer service departments to manage multichannel customer interactions holistically from both a customer-experience and employee-experience perspective. CCaaS is a key technology platform used to support the customer service experience, whether it be self-service or assisted by customer service representatives. All organizations need to offer customer assistance. The preference is for remote support via voice and digital channels over physical presence in offices and stores, though it is common for organizations to offer multiple options. The ambition is for customers to self-serve assistance, through web portals or chatbots. But it is also recognized that complex issues still need the support of employees. CCaaS technology is instrumental in orchestrating both self- and assisted-service engagement with customers. The technology can also manage the quality of engagement between the customer and the customer service representative, recognizing that premium customer experiences are achieved through premium employee experiences.
Gartner defines conversational AI platforms (CAIPs) as SaaS products that primarily enable the development of applications simulating human conversation across multiple channels and media. CAIPs leverage composite AI, including generative AI (GenAI) and natural language technologies. Conversations can use a mix of modalities such as text, voice and visual content. To support the building of conversational applications, platforms provide extensive coding options, from pro-code to no-code. Application areas include chatbots, virtual assistants (VAs) and conversational AI (CAI) agents. CAIPs are used to create, deploy and manage AI-driven conversational interfaces. These platforms enable businesses to develop VAs and conversational AI Agents that facilitate both customer-facing and internal interactions through pro-code/low-code/no-code tools. CAIPs empower businesses to centralize and democratize the development and management of multiple, diverse CAI initiatives, leading to more cohesive and efficient operations. The blend of capabilities provided by CAIPs is distinctive compared to those offered by other CAI solutions, such as targeted extensions for CAI found in other enterprise applications (e.g., CRM systems, contact center platforms) or stand-alone GenAI-native apps. In comparison, CAIPs are a better fit for strategic and scalable enterprise-grade CAI adoption.
Conversational marketing is a customer-centric approach that leverages real-time, personalized interactions between companies and customers and mimics human dialogue for the vendor at scale. These technologies employ AI chatbots and automation to design session-based, cross-channel exchanges in the form of natural language dialogue, using a blend of text and audio. Unlike traditional marketing methods that often rely on one-way communication, conversational marketing employs session-based two-way dialogues which foster meaningful relationships and enhance the customer journey and experience. Conversations occur across various channels — primarily live chat, SMS, email and voice. Integrations across the revenue tech stack facilitate personalized interactions. Conversational marketing strategy is used by digital marketers as well as sales and customer service teams to improve engagement, increase conversion and increase seller capacity.
The social customer service market comprises applications that support social media as a component of an overall customer service strategy. Gartner classifies an application provider as a social customer service vendor if it supports customer service in one or two specific types of function: External communities: Often referred to as peer-to-peer communities, this software enables customers and partners to blog, post, rate products/services and construct ideas, as well as support peer interactions and offer incentives for loyalty. Social media engagement: Going beyond just monitoring social media for brand mentions, these applications are capable of responding to constituents on popular social networks and have case management.