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Service 05
CRM system development
Custom CRM development for sales teams: customers, meetings and agreements in one place, with AI filling it in for the sales rep.
🔊 With voice-over and subtitles
What we solve
- The CRM/SFA system is incomplete because filling it in takes time.
- Agreements from meetings stay in notebooks and chats.
- Management has no timely view of the sales network.
CRM is your customer system and SFA is the one for field sales. If data entry is slow, data goes missing. So AI fills it in from the meeting recording, and the sales rep only approves.
Results
- Meeting data goes into the CRM on its own
- One view of customers, deals and tasks
- Timely information for management
What you get
- A CRM fitted to your sales process
- Migrated customer and deal data
- Sales dashboards
- Team training
How we do it
We describe the sales process and roles.
We choose: off-the-shelf or custom CRM.
We migrate the data and connect to the ERP.
A pilot with one sales team.
For smaller teams
Ready-made scenarios with video
Questions about this service
Off-the-shelf or custom CRM?
It depends on the process. If an existing system covers most of your needs, we configure it; if not, we build one.
Can we keep our current SFA?
Yes. Often AI fills in your existing system through an API or file exchange. We check the exact way during the analysis.
Next step
Show us one process that slows you down
In the demo you see a working solution on synthetic data instead of a slide deck. Then you decide whether to move on to analysis and a pilot.