SV-44 / SERVICES
Let your CRM do the follow-up work
Sales and service teams spend a large part of their day on admin: updating records, chasing follow-ups and writing summaries. Automation and AI can handle much of this, so people spend time with customers.
Sales and service teams spend a large part of their day on admin: updating records, chasing follow-ups and writing summaries. Automation and AI can handle much of this, so people spend time with customers. We design automations that are dependable and AI features that are useful, with humans keeping control of anything important.
What’s included
- Lead capture, enrichment, routing and assignment rules
- Lead and opportunity scoring based on your own win and loss data
- Automated follow-up sequences, task creation and reminders
- AI-generated call and meeting summaries, email drafts and next-step suggestions
- Support triage, categorisation and suggested replies
- Churn and renewal risk alerts, and pipeline forecasting support
- Data quality automation: deduplication, standardisation and missing-field prompts
- Governance for AI use, including privacy and review practices
Best for
Sales teams with high lead volume, customer success teams managing many accounts and businesses with inconsistent follow-up.
How we work
- Identify time-consuming steps. 2) Design automations and AI assistance. 3) Pilot with a small team. 4) Roll out and measure.
What you receive
Configured automations, AI features, usage guidelines and a performance review.
The result
Faster response, more consistent follow-up and less admin for your team.
Frequently asked questions
Will AI send messages to customers automatically?
Only if you want it to. We typically start with drafts for human approval.
Is customer data safe with AI features?
We select tools and settings that meet your data requirements and document how data is used.