Use cases:
Lead Scoring & Prioritization: AI ranks leads by likelihood to convert using CRM data (e.g., past deals, activity patterns).
Opportunity Win Prediction: AI forecasts probability of deal closure and suggests next-best actions.
Dynamic Pricing Recommendations: AI suggests optimal discounting based on customer profile, historical margins, and competition.
Sales Forecasting: Predicts revenue at various aggregation levels (rep, team, region).
👉Project details 👉Solution Design
Use cases:
360° Customer Profiles: AI unifies CRM, marketing, and service data to create enriched profiles.
Next Best Offer / Next Best Action: Suggests products or services based on behavior, purchase history, and propensity modeling.
Customer Segmentation: AI clusters customers for targeted campaigns based on purchase patterns and demographics.
Churn Prediction: Predicts at-risk customers and triggers retention workflows.
👉Project details 👉Solution Design
Use cases:
Campaign Performance Prediction: Forecasts engagement and conversions before launch.
Content Personalization: AI generates or recommends personalized marketing copy/images.
Channel Optimization: Identifies the most effective communication channel per customer.
Ad Spend Optimization: Real-time budget allocation based on campaign performance data from CRM + ad platforms.
👉Project details 👉Solution Design
Use cases:
AI-Powered Chatbots: Handles FAQs, lead qualification, and tier-1 service requests directly from CRM data.
Case Routing Optimization: AI routes cases to the right agent based on skill, availability, and customer profile.
Sentiment Analysis: AI monitors service interactions (calls, emails, chat) for tone and urgency.
Proactive Service: AI predicts product/service failures and opens cases before customers complain.
👉Project details 👉Solution Design
Use cases:
Email/Call Summarization: AI transcribes and summarizes sales/service calls into CRM notes.
Auto-Data Enrichment: AI fills in missing CRM fields (industry, size, contact info) from public and internal sources.
Smart Task Suggestions: AI recommends follow-up actions based on context.
Document Processing: OCR + NLP to extract contract terms, pricing, and obligations directly into CRM records.
👉Project details 👉Solution Design
Use cases:
In-CRM Copilot: AI assistant embedded in Salesforce, Dynamics, or HubSpot to answer questions like “Show me accounts likely to close this quarter.”
Automated Quote Builder: AI creates quotes from customer conversations or unstructured requests.
Voice-Activated CRM Updates: AI updates records from natural language input (“Update contact status to qualified”).
Predictive SLA Management: AI predicts SLA breaches and auto-escalates cases.
👉Project details 👉Solution Design