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AI-Powered Sales Platform Enhancement and Scalability

artkai.io

Information technology

Challenges with Sales Automation and Customer Data Management

The client faced challenges in effectively managing customer information across multiple sales solutions, automating repetitive tasks, and leveraging AI to enhance customer support and sales processes. The need for a unified, intelligent platform to streamline sales operations and improve customer engagement was identified.

About the Client

A well-established technology company with a history of developing successful sales and business automation solutions.

Project Goals

Scale the existing AI-powered sales platform to support a larger user base.
Expand the platform's functionality with advanced AI capabilities.
Improve customer service efficiency and effectiveness.
Enhance sales team productivity through automation.
Maintain platform stability, performance, and security.

Functional Requirements

Customer Relationship Management (CRM)
AI-Powered Helpdesk (Automated responses, ticket prioritization, knowledge base integration)
AI Knowledge Base (AI-driven search, content summarization, feedback collection)
Workflow Builder (Customizable task management and automation)
Advanced Analytics (Key performance indicator tracking, reporting)
Document Automation (Automated document creation and reporting)

Preferred Technologies

TypeScript

React.js

Redux

Next.js

Node.js

AWS

K8S

PostgresQL

MongoDB

REST API

Swagger

Socket.io

GraphQL

Microservices

Rabbit MQ

Required Integrations

CRM systems (e.g., Salesforce, HubSpot)
Email platforms (e.g., Gmail, Outlook)
Communication platforms (e.g., Slack, Microsoft Teams)

Non-Functional Requirements

Scalability to handle increasing user load
High performance and responsiveness
Security to protect sensitive customer data
Reliability and availability
Maintainability and ease of updates

Expected Business Impact

The enhanced platform is expected to result in a 3X increase in client company headcount, 2X faster and improved customer service, increased cash flow through user growth, and greater efficiency in sales and customer support processes.