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From the Life of AI Software House: Can a CRM System Replace a Sales Assistant?

Recently, one of our clients approached me with a fascinating task that prompted us to rethink the existing standards in the field of CRM systems. The client needed an innovative solution that not only adapts to the requirements of sales representatives who spend many hours on the road every day but also harnesses the potential of artificial intelligence in a way that breaks through current limitations. How can we assist sales forces in planning and managing meetings, responding to emails, and generating summaries after meetings – all while representatives are behind the wheel, traveling from one client to another? As a result of this challenge, the concept of a CRM system emerged, which not only enhances efficiency but also revolutionizes the approach to multitasking while prioritizing the aspect of safety.

Imagine a sales representative on the road who can freely use voice commands to schedule the next meeting or quickly respond to emails, all while focusing on safe driving, thanks to advanced support from an AI-based assistant. Our innovative solution not only boosts productivity but also transforms the experience for sales representatives, enabling them to remain productive without diverting attention from driving.

This revolutionary CRM system not only changes the rules of the game but also introduces a new dimension in real-time assistance. It serves as a bridge between technology and practicality, where artificial intelligence becomes a personal assistant that not only meets but exceeds the dynamic needs of sales professionals.

Standing on the threshold of this groundbreaking project, I can't wait to receive the green light for its initiation. Stay tuned, as we prepare to embark on another journey of innovation, driven by the power of artificial intelligence.

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FIRST PHASE - defining needs

During the first meeting, we strive to understand the specifics of your company as thoroughly as possible, in order to grasp the needs and goals of implementing the application. We also analyze the assumptions, and if necessary, we provide advice in this area. We diagnose potential risks – so that nothing surprises us during the implementation process. In this part, we also establish an approximate budget and implementation schedule.

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PROJECT VERIFICATION - acceptance of assumptions

During the next meeting, we will present you with the action plan and project assumptions. You know in advance what you are paying for and under what conditions – complete transparency. We also await your decision (yes or no).

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WORK ORGANIZATION - starting project implementation

After jointly accepting financial matters and the theoretical content, it's time to determine (sequentially) the schedule of work, prepare schedules and mock-ups, and program modules. Thanks to our high organizational culture, our team meets the most rigorous deadlines while maintaining high-quality execution.

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TESTING
AND COMMUNICATION

After designing, coding, and executing, it's time for intensive testing – both on our specialists' side and yours. Continuous and smooth communication within the team is the key to success. Yes! We have an effective procedure for that too.

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APPLICATION IMPLEMENTATION
"CUSTOM-TAILORED"

At this stage, we're confident that the solution we've created for you is fully functional, meets 100% of your company's needs, and operates exactly as jointly designed. The conclusion of the project, which is the implementation of the application, marks the beginning of our collaboration in its maintenance and expansion!

 

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