{"id":13282,"date":"2024-07-12T13:32:22","date_gmt":"2024-07-12T11:32:22","guid":{"rendered":"https:\/\/infofuturo.com\/servicios\/kit-digital\/gestion-de-clientes-con-ia-asociada\/"},"modified":"2026-05-19T14:49:27","modified_gmt":"2026-05-19T12:49:27","slug":"gestion-de-clientes-con-ia-asociada","status":"publish","type":"page","link":"https:\/\/infofuturo.com\/en\/servicios\/kit-digital\/gestion-de-clientes-con-ia-asociada\/","title":{"rendered":"Customer Management with Associated AI"},"content":{"rendered":"
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Kit Digital: Customer Management with Associated AI<\/span><\/h1>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n
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Customer Management with Associated AI<\/span><\/h2>\n<\/div>\n<\/div>\n<\/div>\n
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The main objective of this category is to provide artificial intelligence training to optimize processes and streamline interactions and relationships with customers.<\/span><\/p>\n

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Features and services<\/span><\/h5>\n
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  • Lead management: <\/strong>manually or through file import.<\/span><\/li>\n<\/ul>\n

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    • Customer management:<\/strong> tracking commercial activity from the opening of an opportunity to the simulation of products\/services and their contracting.<\/span><\/li>\n<\/ul>\n

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      • Opportunity management:<\/strong> all real business opportunities.<\/span><\/li>\n<\/ul>\n

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        • Commercial actions or tasks: <\/strong>ability to create commercial actions and tasks (manually or automatically generated from the sales workflow assigned to the opportunity).<\/span><\/li>\n<\/ul>\n

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          • Reporting, planning, and commercial monitoring:<\/strong> different levels of information aggregation.<\/span><\/li>\n<\/ul>\n

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            • Alerts:<\/strong> you will be able to view customer alerts in different types of graphic formats.<\/span><\/li>\n<\/ul>\n

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              • Document management:<\/strong> <\/em>you will have commercial and document management software to keep all information organized in one place.<\/span><\/li>\n<\/ul>\n

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                • Integration with various platforms:<\/strong> availability of APIs or Web Services for consolidating company-wide information and data.<\/span><\/li>\n<\/ul>\n

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                  • Responsive web (mobile\/tablet):<\/strong> the designed web pages must be functional on both personal computers and mobile devices.<\/span><\/li>\n<\/ul>\n

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                    AI component<\/strong><\/p>\n

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                    • Predictive lead scoring: <\/strong>the tool must use artificial intelligence for the historical evaluation of sales data and customer behavior in order to predict and highlight the most promising opportunities.<\/span><\/li>\n<\/ul>\n

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                      • Meeting and task automation: <\/strong>the tool must automate the process of scheduling appointments with customers and facilitate coordination between internal teams and customers.<\/span><\/li>\n<\/ul>\n

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                        • Automation of “sales journeys\u201d:<\/strong> artificial intelligence must automate tasks such as managing tasks and sales opportunities, classifying emails and replying to them automatically, updating records, and assigning tasks to the sales network.<\/span><\/li>\n<\/ul>\n

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                          • Integration with the Customer Management platform:<\/strong> availability of APIs or Web Services for consolidating information and data.<\/span><\/li>\n<\/ul>\n

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                            • Data, privacy, and security: <\/strong>existing commitments are respected, including GDPR and the data limits stipulated by the EU.<\/span><\/li>\n<\/ul>\n

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                              • Providers will guarantee that AI systems intended to interact directly with natural persons are designed in such a way that those persons know they are interacting with an AI system.<\/span><\/li>\n<\/ul>\n

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                                • All providers must provide technical documentation, instructions for use, and comply with the Copyright Directive.<\/span><\/li>\n<\/ul>\n

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                                  • Training in the fundamentals of generative AI in the field of customer management: <\/strong>training sessions to prepare employees around the functionalities described above, which will include:<\/span><\/li>\n<\/ul>\n

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                                    • Basic fundamentals:<\/strong> an introduction to current regulations and the ethical and security risks involved.<\/span><\/li>\n<\/ul>\n

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                                      • Specific training in:<\/strong> predictive management of current customers, potential customers (leads), and opportunities; automation of meetings, tasks, and \u201csales journeys\u201d (email classification, automatic response, record updates, and assignment of tasks to the sales network); chatbots (FAQs); and intelligent document management.<\/span><\/li>\n<\/ul>\n

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                                        • Duration:<\/strong> the training will have a total duration of 20 hours over two months for each of the users defined by segment.<\/span><\/li>\n<\/ul>\n

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                                          • Human instructor:<\/strong> whether in person or online, the training will be delivered by a human instructor available to users.<\/span><\/li>\n<\/ul>\n

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                                            • Completion diploma:<\/strong> a certificate of AI skills acquired in the field of customer management will be awarded upon completion of the training.<\/span><\/li>\n<\/ul>\n

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                                              Execution percentages associated with the phases<\/span><\/h5>\n
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                                              • First: 70 %<\/span><\/li>\n
                                              • Second: 30 %<\/span><\/li>\n<\/ul>\n

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                                                Maximum amount of the grant<\/span><\/h5>\n
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                                                • 50* \u2264 X < 100 employees: 18.000\u20ac (includes 10 users and training for at least 3 of them in associated AI)<\/span><\/li>\n
                                                • 100 \u2264 X < 250 employees: 24.000\u20ac (includes 15 users and training for at least 5 of them in associated AI)<\/span><\/li>\n<\/ul>\n

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                                                  * Segment IV includes companies with fewer than 50 employees that are considered medium-sized enterprises due to exceeding an annual turnover and annual balance sheet total of \u20ac10 million.<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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                                                  GET YOUR DIGITAL VOUCHER NOW<\/strong><\/h3>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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                                                  Don\u2019t miss this opportunity. Contact our team and we will be delighted to advise you.<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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