Development of an AI-Driven Unified Sales and Customer Support Platform

A technology organization with multiple sales solutions faces difficulties in managing dispersed customer data, inefficient support ticket handling, and lack of automation-driven insights, leading to slower response times and fragmented customer service experiences.

A mid-to-large-sized technology company with a focus on sales automation, seeking to integrate customer data and automate support processes.

• Create a comprehensive sales platform that centralizes customer information and knowledge management.
• Implement AI-powered support automation to enhance response times and accuracy in customer query resolutions.
• Build an MVP within 9 months to validate core functionalities and facilitate fast market deployment.
• Support ongoing improvements and scale the platform based on user feedback, aiming for increased user engagement and operational efficiency.
• Achieve a target of over 3,500 active users within the first phase post-launch, with a focus on improving customer query handling efficiency and enabling data-driven decision-making.

• Customer Relationship Management (CRM): Store and manage all customer data and interactions in a unified system.
• AI Helpdesk: Automate response suggestions, ticket filtering, and issue resolution assistance via AI, with real-time notifications and message scheduling.
• Knowledge Base: Create a dynamic repository of company knowledge, enabling quick search, updates, and insights generation to facilitate instant customer query responses.
• Workflow Builder and Automation: Customize, visualize, and automate business workflows and report generation processes.
• Advanced Analytics: Track and monitor key performance metrics to inform business decisions and measure operational improvements.

• CRM systems to synchronize customer data.
• Support ticketing systems for enhanced query management.
• Knowledge base platforms for data organization.
• Analytics tools for performance tracking.

• System scalability to support over 3,500 active users with future growth projections.
• High system availability and uptime (99.9% uptime).
• Responsive UI accessible across devices, including hybrid mobile applications.
• Data security and privacy compliance aligned with industry standards.
• Fast response times for user interactions, aiming for sub-second latency.

The development of this AI-powered sales and support platform aims to significantly improve customer engagement and satisfaction, increase query resolution efficiency by up to 2X, enable scalable growth with 3.5K+ active users within initial deployment phases, and facilitate a robust foundation for continuous feature enhancements, ultimately driving higher operational productivity and revenue growth.