Case Study
Real project write-ups from our work: how we helped companies simplify processes, connect systems and add AI where it actually helps.
Automating Work Plan Management in the Sales Department
Background and challenges: Before the new solution, each month in the sales department began with manually building action plans. Employees […]
Automating and Improving Order Placement in Sales
Background and challenges: Until now, placing an order at the company was time-consuming and complicated. To place an order, salespeople […]
Real-Time Sales Plan Tracking and Corrective Action
Background and challenges: Before the solution, managers had no access to current information on how salespeople were progressing against their […]
Integration with GAM: Optimizing Online Ad Sales
Case Study: GAM Integration: Optimizing the Online Ad Sales Process Background and challenges: At a company selling online advertising, rapid […]
Customer Contract Handling Process
Case Study: Customer Contract Handling Process Background and challenges: The company’s core business is fulfilling contracts signed with clients, covering […]
Integrating the Lead Handling Process
Case Study: Integrating the Lead Handling Process Background and challenges: At a manufacturing and services company, inquiries from potential customers […]
Improving Person Data Management in CRM
Case Study: Improving How the CRM Manages Person Data Background and challenges: At a company using a CRM system, a […]
An AI Agent in CRM Instead of Copying Data Between Systems
At many companies, AI works alongside the process instead of inside it. An employee opens a separate tool, copies data […]
Context-Aware Customer Inquiry Handling in CRM
The customer service team had access to CRM data, sales notes, case statuses, and product documentation. The problem was that […]
From Chatbot to an Agent That Performs Tasks in the System
The company’s first AI rollout started with a chatbot. Employees could ask it to interpret data, request a summary, or […]
Reducing Work Outside CRM and Organizing Information Flow
The CRM was meant to be the main place for working with customers, but over time a second, parallel information […]
B2B Portal for Business Clients with ERP Integration
Background and challenges: A manufacturing company selling to a network of business clients (distributors and regular buyers) had no self-service […]
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