This company implements, integrates, and supports the software staffing firms run on. It connected its CRM, project and billing system, Microsoft 365, and meeting recordings to one private Brain, so signed deals become live projects without re-keying. Then it took the platform in-house, exactly as an owned platform should allow.
Client names available upon request.
A small sales team was covering thousands of prospects across several product lines, mostly by hand. What the company knew about each client sat in the CRM, in email, in file shares, and in call recordings, and nobody had time to stitch it together before a meeting.
Delivery had the same problem in reverse. Every signed deal was re-keyed into the project system and the file shares, and client-satisfaction surveys ran on a form feeding a spreadsheet.
CRM, project and billing system, Microsoft 365 email, calendar, and files, meeting recordings, and contact enrichment in one place.
When a deal closes, the agent reads the statement of work, verifies the company, and sets up the project and its folders.
Agents that pull the full client history before a call, draft quotes, and build outreach campaigns for a person to review.
Sent from each account manager's own mailbox, with low-score alerts, dashboards, and notes written back to the CRM.
Release-note summaries, industry briefs, and adoption dashboards drafted for the company's own clients.
Satisfaction surveys went live company-wide, signed deals set themselves up as projects, and meeting prep pulls the full client history.
Client emails and transcripts attach themselves to the right project, so sales, delivery, and client success start from the same history.
The company now runs and develops the platform itself, with nBrain available when it wants help. No license, no lock-in.
Customer, staff, product, and program details have been removed to protect the client's confidentiality. Client names available upon request.
In one strategy session we map where a Brain would return the most time, what we'd build first, and how we'd measure it from month one.
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