AI-powered automation for sales.

The problem: Changes to contact addresses are not recorded in the CRM system, even though the most up-to-date data is already in the email in box.

The solution: Several times a day, emails land in your inbox with a complete, up-to-date signature. DataAgents automatically detects the contact information, compares it with the CRM system, and fills in missing details. It also pulls in additional information from business networks and company databases to fill any gaps.

The problem: In field sales, one appointment follows the next. Details get fuzzy or forgotten by the time someone sits down to update the CRM at the end of the week.

The solution: Visit reports are created digitally and trigger an event-based workflow. This workflow transfers the contained data in a structured way into the CRM system and enriches missing information (for example, company address). The result: a complete contact record and visit report, ready for follow-up.

The problem: During a trade show, countless leads end up in the CRM system with no clear prioritization for follow-up.

The solution: Individualized lead rating criteria in DataAgents ensure that created reports and leads are automatically prioritized. Where information is missing, AI fills in the gaps.