SalesIn daily use
A CRM that stays up to date automatically
Two colleagues would sometimes approach the same contact without knowing it. Now the system recognises every company for the whole organisation and prevents two colleagues from approaching the same person.
- Client
- Organisation with several teams approaching the same clients
- Users
- Sales and account management
What the system does
Recognised immediately by name, website and company details, so every team sees the same answer.
If a colleague is already in conversation, the contact is temporarily shielded from the rest.
When a request becomes a serious opportunity, everything comes across in one go, including what came before.
Before and after
Before
Requests sat in separate mailboxes and lists, and teams worked past each other.
Now
One system in which the AI recognises every company and that alerts the team in time.
- Before: Requests in separate mailboxes
Retyping into the CRM was often skipped.
- Now, with AI: The AI recognises every request
And links it to what is already known about the company.
- Before: Approached twice
Two colleagues called the same contact without knowing it of each other.
- Now: Visible who is working on it
If a colleague is already in contact, the contact is temporarily shielded.
- Before: History was lost
On a handover to another team, people started again.
- Now: The history comes along
On a handover, everything comes across in one go.
- Before: Follow-up depended on people
Whoever remembered called back. Otherwise it did not happen.
- Now: The system flags what matters
The team sees what needs attention and decides for itself.
The end result
One truth for the whole organisation
Every company and every contact is recognised for the whole organisation, nobody approaches the same person twice, and when another team takes over, the full history comes across in one go. In a single overview the team sees what is going on. Because the system is custom built, a new feature is added without waiting for a vendor.
We now see immediately whether a company is already being handled elsewhere in the organisation, and nobody accidentally approaches the same contact any more. That previously cost us an awkward moment with a client.
Client · sales team
Do two colleagues at your company ever approach the same client without knowing?
In a 10-minute intro call we look at whether a discovery day makes sense.
How we keep the risk small
- First an on-site discovery day, then a proposal with a fixed price per result.
- Every build round delivers working software. After each phase you decide whether we continue.
- AI makes suggestions with sources, your people decide. Your data stays yours and runs in the EU.
Free and without obligation.