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AI-POWERED CRM FOR SALES INTELLIGENCE
OVERVIEW
We developed an AI-powered CRM solution designed to give commercial teams richer client insights before and during meetings, while streamlining the capture and reporting of their daily activities.
1. Context & Purpose
Sales teams often struggled to access a full picture of client interactions—previous conversations, quotations, and agreements—leading to gaps in preparation and inconsistent follow-up. The goal was to centralize this knowledge and make it available in real time.
2. AI-Powered Review & Summaries
After each meeting, salespeople can record a quick voice note. AI automatically transcribes it, extracts the key information, and generates a concise meeting summary with actionable insights—ensuring nothing is lost.
3. Smart Alerts, Email Sync & Reporting
The system reads quotation emails, extracts relevant data, and imports it directly into the CRM. Automated alerts notify the team of critical follow-ups, while daily commercial reports provide management with clear visibility of all sales activity.
RESULTS
COMMERCIAL TEAMS GO INTO MEETINGS BETTER PREPARED WITH CONTEXT-RICH CLIENT INFORMATION
AUTOMATED MEETING NOTES AND STRUCTURED SUMMARIES REDUCE ADMINISTRATIVE OVERHEAD
MANAGEMENT GAINS GREATER VISIBILITY INTO SALES ACTIVITY AND TEAM PERFORMANCE THROUGH DAILY REPORTS
PROACTIVE ALERTS AND AUTOMATED DATA CAPTURE ENSURE CONSISTENT FOLLOW-UPS AND FASTER RESPONSE TIMES
THE KEY
Turning scattered sales interactions into structured, actionable intelligence with AI.
This project wasn’t about creating a new CRM for the sake of it, but about empowering sales teams to be more effective. By centralizing information, automating meeting summaries, and generating daily activity reports, management gained full visibility while salespeople spent less time on admin and more time building client relationships.
OTHER CASE STUDIES
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