CRM + Marketing AI Implementation
As an award-winning CRM team, we roll out AI features for sales, marketing and customer service that build on each other, in Salesforce, Zoho or another CRM.
What makes us different?
We work as an award-winning CRM partner
Two Salesforce Implementation Partner of the Year awards and more than 280 completed projects show that we understand CRM systems, and we work with Zoho too.
We see sales, marketing and customer service together
We know the processes of all three areas, so your teams' AI solutions build on each other instead of running side by side.
We stay with you after implementation
Our CRM operations team helps fine-tune operations after go-live too.
In short
CRM + Marketing AI Implementation is United Consult's implementation service. We put the selected AI features into production, such as Salesforce Agentforce agents, Einstein capabilities and Claude integration, Zoho Zia features or external MCP-based AI services, connect them to your customer data and support your sales, marketing and customer service teams with training.
Smarter sales, more personal marketing, faster customer service
We implement the selected AI features in your CRM and marketing systems, connect them to the data they need and train your teams, so the difference is noticeable from day one.
When is it needed?
You know where AI would help, maybe you are already past the assessment, but delivery needs someone who knows the system, the data and the processes. Or your CRM already has AI features that nobody has switched on and tailored to your teams' needs.
How we work
We implement the selected features, such as Salesforce Agentforce agents, Einstein capabilities and Claude integration, Zoho Zia features, or connect external MCP-based AI services. We prepare the data, set up access rights, train your colleagues and measure what the change delivers.
What AI brings to your team
The three areas expect different things from artificial intelligence: sales wants time and focus, marketing wants relevance and pace, customer service wants speed and accuracy.
Lead scoring
Shows which leads are most promising, so the team starts with the best opportunities.
AI agent for incoming inquiries
Answers inquiries arriving via the website or email, qualifies the need with questions and, if the intent is serious, books a meeting in the salesperson's calendar.
Customer call preparation
Summarises the customer's history, open cases and latest communication in one click.
Follow-up email drafts
After a meeting or offer it drafts the email; the salesperson just reviews it.
Deal win prediction
Flags which deal is at risk and what could help close it.
Call note capture
The key points of the conversation go into the CRM automatically.
Audiences in plain language
Just describe who you want to reach and the system builds the audience.
Campaign copy in multiple variants
Email, ad and landing page copy in the brand voice, with variants ready for testing.
Best send time
Each recipient gets the email when they are most likely to open it.
Personalised offers
Shows the next best offer based on the customer's past behaviour.
Churn prediction
Flags in time who is about to leave and launches a win-back campaign.
Campaign results in plain language
A written summary of what worked and what to do differently next time.
Suggested email replies
A draft reply is prepared from previous correspondence and the knowledge base; the agent reviews and sends it.
Incoming case routing
Routes each case to the right team based on category, urgency and sentiment.
Case summary
Summarises a long email thread in a few sentences.
Knowledge article suggestions
Recommends the right article for the case to the agent or the customer.
Self-service AI assistant
Answers frequent questions on the website or in chat, and hands complex cases to a human.
Declining sentiment alerts
Flags cases where customer sentiment is deteriorating so you can step in in time.
Who is it for?
Sales, marketing and customer service leaders using Salesforce, Zoho or another CRM who, after the assessment, expect concrete, measurable results from artificial intelligence. For existing and new clients alike.
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How our collaboration progresses
Features, processes, success metrics
Unifying customer data
Configuration and testing in short cycles
Preparing the teams
Measurement and fine-tuning
The typical flow of a rollout covering a few features. The exact schedule depends on the selected solutions.
What is already running for you after implementation
- AI features live in your CRM and marketing systems
- Unified customer data the features build on
- Configured access rights and data protection rules
- Sales, marketing and customer service teams ready to go
- Success metrics and the results of the first measurement
Who do you work with?
Useful reading on this topic
FAQ
Frequently asked questions about this service.
What is an AI agent in a CRM?
An AI solution that performs defined tasks based on CRM data, such as answering prospects, scheduling meetings or summarising a customer's history. You can set step by step what it does on its own and where human approval is needed. Salesforce Agentforce is one example.
Which AI features can you implement in sales?
For example lead scoring, an AI agent that answers incoming inquiries, qualifies needs and books meetings, pre-call summaries, follow-up email drafts, deal win prediction and automatic capture of call notes.
And in marketing?
Building audiences in plain language, campaign copy in multiple variants, best send time selection, personalised offers, churn prediction and easy-to-read campaign summaries.
And in customer service?
Suggested replies to incoming emails, automatic case routing, case summaries, knowledge article recommendations and a self-service AI assistant that hands complex cases over to a human.
Do we need a unified customer data platform?
Not for every feature. Unified customer data, such as Salesforce Data Cloud, underpins many AI features, so during planning we decide together whether and to what extent it is needed.
How long does the implementation take?
It depends on the selected features. A typical rollout covering a few features, including planning, data preparation, short implementation cycles, training and first results measurement, takes roughly two to three months.
30-minute AI consultation
We get to know your company and your current CRM processes, and look at where AI would deliver the fastest results.
Make the most of IT with United Consult.
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