CRM + Marketing AI Operation & Support
Whether we implemented them or someone else did, we make your CRM AI features more accurate month after month and keep up with your CRM platform's new releases.
What makes us different?
We pick up the thread quickly
If we implemented the system, we continue where the rollout ended. If someone else did, we look after it the same way after a short handover.
Sales, marketing and customer service in one pair of hands
One team looks after the AI features of all three areas, so they evolve in harmony.
We have been operating CRM systems for years
Our CRM operations team supports clients as a long-term partner on Salesforce and Zoho.
In short
CRM + Marketing AI Operation & Support is United Consult's ongoing support service. We look after the AI features built into your CRM and marketing systems, whether we implemented them or someone else did: we fine-tune AI agents and scoring, review platform releases and help your users.
So the AI in your CRM keeps growing with you
We monitor and fine-tune the AI features built into your CRM and marketing systems, support your users and keep up with your CRM platform's new releases, so the investment pays off in the long run.
When is it needed?
You have rolled out AI features, but processes change, new products arrive, CRM platforms update several times a year, and after a while the agent's answers or the scores are no longer accurate. Meanwhile your internal team has no time to keep an eye on all of this.
How we work
We look after your CRM and marketing AI features. We monitor agent answers and scoring accuracy, update the knowledge base, review new platform releases, answer user questions and roll out new features in small steps. If the system was implemented by someone else, we start with a short handover.
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How we help
AI agent fine-tuning
Adding new questions, products and rules so answers always stay accurate.
Lead scoring retuning
When the market or the offering changes, scoring adapts too.
Campaign model updates
We regularly review the send-time and offer models.
New content templates
Expanding copy templates tailored to the brand voice.
Refining suggested replies
Updating the knowledge base keeps suggested replies accurate.
Case routing retuning
We adjust case classification for new products and channels.
Platform release reviews
With every major Salesforce or Zoho release we check what changes and what is worth switching on.
User support
Quick answers to colleagues' questions, training for new staff.
Who is it for?
Sales, marketing and customer service leaders and CRM administrators who already run AI features in Salesforce, Zoho or another CRM, whether we implemented them or someone else did, and want them to keep working well in the long run.
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How our collaboration progresses
Immediately for our own implementations, short handover for others'
Fine-tuning, user support, new features
What you can count on every month
- Fixed response time for user questions
- Regular review and fine-tuning of AI features
- Review of CRM platform releases and activation of useful new features
- Monthly report on usage and results
- Quarterly proposal for the next improvements
Who do you work with?
Useful reading on this topic
FAQ
Frequently asked questions about this service.
What does CRM AI support include?
Regular review and fine-tuning of AI features, knowledge base updates, review of CRM platform releases, user support and a monthly report.
Do you take on systems implemented by others?
Yes. After a short handover we learn the configuration and processes, then look after it just as if we had implemented it.
Why do AI features need ongoing care?
Because processes, products and rules change, and AI agent answers or scoring only stay accurate if they keep up.
How do you keep up with CRM platform updates?
Salesforce ships three major releases a year, and other CRM platforms update regularly too. For each one we review what changes, what is worth switching on and what could affect your existing setup.
Do we need our own CRM administrator?
Not necessarily. Our support team includes CRM administrators and developers, so we take load off your internal team.
How quickly do you respond to questions?
Within a response time set in the contract. We agree on the exact level together, based on the number of users and your business needs.
30-minute AI consultation
We learn which AI features you run and who implemented them, and look at where fine-tuning is worthwhile.
Make the most of IT with United Consult.
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