CRM + Marketing AI Enablement
Our award-winning CRM team shows, vendor-neutrally, where AI delivers the most in sales, marketing and customer service.
What makes us different?
We are not here to sell licences
We recommend what fits your processes, even if that means making better use of an existing tool.
We work as an award-winning CRM team
More than 280 completed Salesforce projects and two Implementation Partner of the Year awards stand behind us, and we work with Zoho systems too.
The results are yours
You can use the ideas we develop even if you carry out the implementation in-house or with someone else.
In short
CRM + Marketing AI Enablement is a short United Consult assessment. We review your sales, marketing and customer service processes, rank AI opportunities by business value and give a technology recommendation, before any investment decision.
The question isn't whether you need AI, but where to start
We map your sales, marketing and customer service processes and show where artificial intelligence can save time and bring in more revenue, before the technology decision.
When is it needed?
You hear everywhere that AI is transforming sales, marketing and customer service, and your CRM keeps offering new AI features. Your team may already be experimenting, but without control or measurable results, and nobody is making use of the customer data you have accumulated.
How we work
We talk with your sales, marketing and customer service colleagues, find the points where the most time and effort can be saved, then turn these into feasible ideas together with a technology recommendation.
Where can it be used?
Suggested email replies
A draft reply is prepared from previous correspondence; the agent reviews and sends it.
Incoming case routing
The system decides how urgent an inquiry is and who should handle it.
Pre-call summary
See in a few sentences what has happened with the customer so far.
Follow-up email draft
After a meeting the email draft is ready; just review it and send.
Copy drafts
Newsletter, ad or post in multiple variants, in your company's voice.
Campaign results at a glance
An easy-to-read summary of what worked and what to do differently next time.
Who is it for?
Executives and marketing, sales and customer service leaders who want to know where AI delivers real results in their CRM before investing. Whether on Salesforce, Zoho or another CRM.
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How our collaboration progresses
Setting goals, selecting interviewees
Conversations with the teams
Developing and ranking ideas
Handing over the developed ideas
What we hand you at the end of the assessment
- An overview of your current CRM, marketing and customer service processes
- The most promising AI opportunities, ranked by business value
- Two or three use cases worked out in detail
- A technology recommendation, such as Salesforce Agentforce / Claudeforce, Zoho Zia or another MCP-based AI solution
- A recommendation for the next step
Who do you work with?
Useful reading on this topic
FAQ
Frequently asked questions about this service.
What does AI in CRM mean?
Features that work from the customer data in your CRM: they draft replies, summarise customer history, score leads or suggest campaign copy. The assessment shows which of these delivers the most for you.
Which CRM systems does the assessment cover?
We start platform-agnostic: Salesforce, Zoho and other CRM systems are all in scope. Our recommendation takes your existing and planned tools into account.
Do we need to buy new software?
Not necessarily. Making better use of the AI features in your existing CRM is often the fastest route. The assessment shows if a new tool is needed.
How long does the assessment take?
We can complete the process in a few weeks.
What is the difference between the assessment and the implementation?
The assessment shows where AI is worth using. Our CRM + Marketing AI Implementation service actually rolls out these features and supports adoption with training.
30-minute AI consultation
We get to know your company: what you do, how big the organisation is, where you stand with AI and which processes cause the most trouble. That way we know exactly how we can help.
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