Lead the Way in CRM Innovation with Generative AI

Enhance productivity, customer satisfaction, and operational efficiency by leveraging our unique blend of expertise in CRM, Generative AI, and user experience design.

Sign up for a free business AI workshop to discuss Gen AI use cases for your enterprise.

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

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

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!"

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

Einstein 1 Platform for Salesforce

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.

Agentforce - Build Sales and Service Agents using the newly released Agentforce Platform.

Einstein Trust Layer - Protect the privacy and security of your data.

What makes Ideaport 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 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.

Lead the Way in CRM Innovation with Generative AI

Enhance productivity, customer satisfaction, and operational efficiency by leveraging our unique blend of expertise in CRM, Generative AI, and user experience design. Sign up for 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.

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

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.

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!"

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 solutions

These, and other, use cases can be implemented in your Salesforce, Siebel, or other Oracle CRM, by applying our Salesforce and custom Gen AI solutions.

These, and other, use cases can be implemented in your Salesforce, Siebel, or other Oracle CRM, by applying our Salesforce and custom Gen AI solutions.

Einstein 1 Platform for Salesforce

Custom Gen AI Solutions

Trusted by great companies

We help businesses of all sizes get the most out of their Salesforce experience.

What makes Ideaport a successful CRM AI project delivery partner?

CRM Domain Expertise

CRM is in our company's DNA. We deeply understand sales and service processes 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

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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Enhance productivity, customer satisfaction, and operational efficiency by leveraging our unique blend of expertise in CRM, Generative AI, and user experience design.

Sign up for a free business AI workshop to discuss Gen AI use cases for your enterprise.

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.