Start an AI project for your CRM
Your CRM combined with our conversational AI
Your CRM
Accounts, contacts, products, opportunities, invoices, payments, reports or dashboards….
Your knowledge bases and databases
Product sheets, best practices, tutorials, data specific to the functional areas you cover with your CRM, etc
LLM & Generative AI
The one we provide or the one you own. In order to deploy a RAG project, improve response quality and generate content adapted to the user context?
Agora Software
Our SaaS platform, with ready-to-use connectors to support conversational capabilities and implementing a succession of approaches that limit hallucinations
On the channels of your choice
A conversational agent integrated into your HRIS, MS Teams, Google Workplace, Slack, or even personal media like Messenger, WhatsApp, SMS, etc.
Your users
In their own words, in meetings and on the move… and in their working context, strictly inheriting the rights defined in your CRM.
AI that adds value to your CRM
Together we will:
Define the first relevant interactions for your users,
Test and validate effective user paths,
Choose the right communication channels.
By using different kinds of AI, you create an incredible user experience.
For example, create an opportunity from a simple Teams message:
with all the necessary information,
while benefiting from advanced search functionalities in the same conversation,
and integrated generative AI to write an email, reformulate or synthesize data.
For a daily, spontaneous use of your CRM.
Stages of a project with Agora Software
Analysis
In just a few hours, we identify and define the outline of your project. You define your priorities.
- Initial functional scope and definition of projects and agents
- Architecture validation
- Access channels (webview integrated into your solution, Teams, Slack, WhatsApp…)
- API required
Implementation
We’ll give you access to our platform and work with you to set up your instance.
- Implementing the first use cases
- Connecting resources
- Integration of security and authentication architecture
- White label
- Tests & itérations
Autonomy
Your product has conversational AI functionalities. You can develop them independently.
- Skills transfer
- Updating and supplementing use cases
- Ongoing monitoring of usage and performance
- Support
To go further...
It’s not easy to start an AI project for your CRM.
For which uses? Where to start? How do you test?
Then don’t ask!
With Agora Software, bring your CRM AI project to fruition in just a few weeks, benefiting from our team’s experience.
We can offer you a structured, replicable approach, so that your teams can then develop the project independently.
You may also be interested in these use cases
Why integrate conversational AI into your CRM?
Artificial intelligence is a formidable gas pedal of sales excellence.
As a CRM editor, you have a perfect grasp of the efficiency levers of your customers’ sales and marketing teams.
You’re constantly innovating to improve the experience and add the expected functionalities. And your product and development teams are already very busy.
This is a highly competitive market. G2
ne recense pas moins d’une bonne centaine d’acteurs à destination des seules PME.
Il faut donc pouvoir se différencier et il est impensable d’être à la traîne en matière de technologie.
L’intelligence artificielle (IA) n’est plus un luxe, c’est une nécessité. L’intégration d’une IA de pointe dans les systèmes CRM est cruciale pour les éditeurs qui veulent rester pertinents et compétitifs.
L’IA permet à votre CRM de fournir des informations très riches, grâce à une simple requête. Et surtout en restituant celles qui ont de la valeur, celles dont vos utilisateurs ont besoin.
Simplifying routine tasks with AI not only improves efficiency, but also frees up valuable time for teams to focus on strategic initiatives.
It’s all about meeting the ever-changing expectations of customers who demand intuitive, intelligent solutions.
Adding AI to your CRM is expensive and complex?
While the cost and complexity of AI should be a real point of vigilance, it’s all a question of approach.
That’s why it’s crucial to have a clear understanding of the elements that make up both implementation and service prices.
In addition, certain questions, such as the optimal user path for the process, need to be addressed before even getting started. We’ve drawn up an easy-to-read checklist for you on this subject.
It’s important to realize that, at the end of a successful AI project, the investment in AI can quickly pay for itself in improved customer satisfaction and loyalty. This translates into higher retention rates and sales growth.
Do you have an AI project for your CRM?
Do you want to accelerate your AI Roadmap?
Improve your users’ experience?
Leave us your contact details and we’ll get back to you quickly to discuss your project.