Start an AI project for your CRM
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.
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.
Your CRM combined with our conversational AI
Your CRM
Accounts, contacts, products, opportunities, invoices, payments, reports or dashboards….
Your knowledge bases
Product sheets, best practices, terms and conditions, tutorials of your CRM, etc.
LLM & Generative AI
The LLM that we provide or that you own, to deploy a RAG project
Different communication channels
Those that seem relevant for your customers (Chatbot integrated into your CRM, MS Teams, Slack, Google…)
Agora Software
Notre plateforme SaaS, disposant de connecteurs prêts à l’emploi pour un usage simple, via des conversations
Your users
Avec leurs propres mots, dans leur langue et dans leur contexte de travail, héritant strictement des droits définis dans votre CRM.
To go further...
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.
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Want to integrate AI into your CRM?
Want to speed up your roadmap?
Improve your user experience?
Come and discuss it with our team.