References
CRM + AI project
Sales teams had to gather customer history from separate systems.
Problem
Sales teams had to gather customer history from separate systems.
Need
Pre-meeting preparation consolidated in one place.
Solution
An assistant was built that summarises CRM records and produces briefings and follow-up suggestions.
Result
Preparation for sales meetings now happens on a single screen.
Technology
- CRM API
- LLM
- Özetleme
- Otomasyon