Enhance productivity, customer satisfaction, and operational efficiency by leveraging our unique blend of expertise in CRM, Generative AI, and user experience design.
Sign upfor a free business AI workshop to discuss Gen AI use cases for your enterprise.
Gen AI is here to stay for a reason
Businesses are adopting generative AI to enhance productivity, with a focus on automating repetitive tasks and providing excellent customer service. There are multiple business benefits, especially in the CRM domain.
Improved Operational Efficiency
Improved Operational Efficiency
Improving customer satisfaction while decreasing operational costs is a challenging goal many customer-facing units face today. Adding AI Agents that quickly analyze and draft solutions to customer inquiries by accessing company knowledge bases and systems APIs, will help you to "do more with less".
Accelerated Employee Productivity
Accelerated Employee Productivity
Gen AI provides instant access to corporate knowledge of business processes, products, and IT systems, which is especially valuable for new employees, reducing their time-to-competence. Couple it with the automation of routine, low-value tasks, and take employee productivity to the next level.
Increased Customer Satisfaction
Increased Customer Satisfaction
The customer review Gen AI helps you receive:"What an exceptional experience! Mary grasped my issue almost instantly, and she resolved my problem in a single call – a rarity in my experiences with customer service. It was efficient, hassle-free, and truly impressive!"
Getting started with Generative AI
Check out the key aspects to think about before bringing AI agents into your business.
Get Organized
Your processes should be clear and structured so AI agents know what to do.
Data Quality
AI works best with clean, accurate, and up-to-date information.
Set Boundaries
Establish strong guidelines to prevent AI from making biased or unethical decisions.
Appropriate Use Cases
Identify tasks that are suitable for automation. Focus on areas where they can add significant value.
Align Internally
Make sure your internal key stakeholders are on-board and in agreement on why you are doing this, what are the expected business benefits. Get ready for a cultural shift!
Keep Customer-Friendly
Ensure that AI agents can handle tasks without compromising the customer experience.
Use Cases
Gen AI Status is changing from an overhyped remedy to every problem to a pragmatic solution for selected use cases supervised by an employee. Here are some use cases where Gen AI can take the load off CRM users and improve their productivity:
Translation
Translating incoming and outgoing communication with a customer
Classification
Determination of inbound customer request's type, category, sentiment, etc
Semantic Search
Finding similar CRM records using data in free-text fields or files
Summarization
Creating a case summary capturing critical details of customer interactions
Message Generation
Generation of suggested responses to customer requests
Data Explanation
Explaining the difference between two CRM records, e.g. invoices
Q&A / Chat
Generating answers using knowledge bases, manuals and FAQ
Single Intent Handling
Identifying customer intent and fulfilling it using proper CRM data
Complex Intent Handling
End-to-end customer request processing using agents
Gen AI drives innovation across a multitude of industries
It might be overwhelming to see so many use cases displayed together, and guidance on which ones could be most relevant for your business might be needed.
Say no more - we got you! Check out the breakdown of our existing client experience as well as the potential we see beyond!
✈️ Aviation
Q&A / Chat: Virtual travel assistants help with flight status, baggage policies, upgrades, and gate information.
Message Generation & Intent Handling: Auto-draft responses for common requests like rebooking, cancellations, baggage claims, special assistance, or loyalty program issues.
Summarization:Summarize delayed-flight complaints or operational incident logs to speed up follow-ups or compliance reporting.
Classification & Sentiment Detection: Route urgent complaints (e.g. lost baggage, missed connections) faster using tone and content classification.
Translation: Communicate across global customer bases and multilingual staff seamlessly.
🏦 Banking & Financial Services
Classification & Sentiment Analysis: Automatically categorize inbound customer messages (e.g. complaints vs. requests) and detect emotional tone.
Semantic Search: Search customer records and similar cases to resolve inquiries faster.
Summarization: Create concise case summaries from support interactions.
Message Generation & Single‑Intent Handling: Propose draft responses or automate simple tasks like balance queries, with follow‑ups supervised by agents.
Q&A / Chat: Virtual shopping assistants answering questions, offering outfit suggestions, or guiding through product catalogs.
Summarization & Intent Identification:Summarize support cases and handle single and multi-intent requests like order changes, returns, sizing inquiries.
Our Gen AI solutions
These, and other, use cases can be implemented in your Salesforce, Siebel, or other Oracle CRM, by applying our Salesforce and customized Gen AI solutions.
Gen AI for Salesforce
Agentforce - Build Sales and Service Agents using the newly released Agentforce Platform.
Data Cloud - Ground your Gen AI in customer data from Salesforce and other systems, as well as knowledge sources like articles.
Einstein 1 Studio - Tailor actions, prompts, and models to your business needs, in a low-code way. Build copilots for your business activities.
Einstein Trust Layer - Protect the privacy and security of your data.
Customized Gen AI Solutions
Infrastructure - The latest and most effective Cloud platforms, LLM models, and Vector databases.
Development - Leverage the Gen AI focus of Langchain or the flexibility of custom Python code.
Acceleration - The Magnet AI Accelerator to build, test, and evaluate flexible AI Apps with no code.
Integration - Customized AI solutions are delivered to your Salesforce, Siebel, or other Oracle CRM.
Trusted by great companies
We help businesses of all sizes get the most out of their Salesforce experience.
What makes Ideaport Riga a successful CRM AI project delivery partner?
We wish implementing Gen AI was as easy as adding a "Do AI Magic" button to your CRM, but unfortunately, it's not. To unleash AI's full potential, organizations must reimagine their customer journey, redesign their workflows, and reimplement the user experience within their Salesforce and Siebel CRM systems.
Bringing this innovative technology to your CRM system can be challenging, but we are here to help you reach your desired destination safely.
CRM Domain Expertise
CRM is in our company's DNA. We deeply understand sales and service processes across various industries (aviation, telecommunications etc.) as well as Salesforce and Siebel CRM technology.
UX-Driven Design
We utilize user experience (UX) methods to research and design intuitive and efficient user workflows, now powered by Gen AI.
Hands-on Generative AI Experience
Our team has extensive hands-on experience developing Generative AI solutions tailored to CRM problems.
Explore the Transformative Power of Generative AI
Sign up for a free 1:1 workshop
Integrating Gen AI into your CRM system might seem challenging, but we're here to guide you smoothly to your goals. Join the Business AI Workshop to discuss the use cases and effective approaches right for your business.
Sign up for a free Business Gen AI Workshop
Explore the transformative power of Generative AI
Integrating Gen AI into your CRM system might seem challenging, but we're here to guide you smoothly to your goals. Join the Business AI Workshop to discuss use cases and effective approaches right for your business.
Sign up for a free Business Gen AI Workshop
Explore the transformative power of Generative AI
Integrating Gen AI into your CRM system might seem challenging, but we're here to guide you smoothly to your goals. Join the Business AI Workshop to discuss use cases and effective approaches right for your business.
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