For companies that already use a CRM
Add artificial intelligence to the CRM you already use
LIA is an AI sales manager that boosts your current CRM. It analyses the operation, helps prioritise opportunities, automates follow-up and recommends actions for reps and management.
Keep the system your company already uses and add a layer of sales intelligence over your leads, reps, channels and processes.
How the integration works depends on the APIs, the permissions and the capabilities available in each CRM.
Your current CRM
- Contacts
- Opportunities
- Pipeline
- Activities
- Owners
It remains the system where your company's information lives.
LIA
Reads the operation and spots what needs attention.
- Opportunity with no activityExample
- Follow-up pendingExample
- High priorityExample
- Slow response timeExample
- Lead ready to re-contactExample
What it does with that
- Prioritise
- Alert
- Recommend
- Automate
Everyone gets what is theirs
Rep
- Next action
- Priority lead
- Pending follow-up
- Sales context
Management
- Opportunities at risk
- Team performance
- Bottlenecks
- Strategic recommendation
The CRM keeps the information. LIA helps the team act on it.
How does LIA boost an existing CRM?
LIA can connect to a company's sales operation to analyse the information in its CRM, detect situations that need attention and help turn the data into actions for the team.
Depending on what the integration allows, LIA can help prioritise leads, create follow-ups, send alerts, recommend re-contacts, analyse rep performance and give visibility to sales management.
If your sales reps work over WhatsApp, LIA also covers sales rep follow-up on WhatsApp from the connected numbers.
Connects
Receives the information it needs from the CRM and the sales operation.
Analyses
Reads opportunities, activity, owners, stages and follow-ups.
Recommends
Identifies priorities and proposes next steps.
Acts
Where the integration allows it, creates tasks, alerts, follow-ups or updates.
A CRM organises the data. LIA analyses it and helps turn it into actions.
LIA does not replace the CRM your company already uses: it boosts it with sales intelligence.
What it connects to
LIA sits on top of the systems where your company's information already lives. What it can read and what it can write in each one depends on the APIs, permissions and capabilities that system offers.
Your CRMAssessed per CRM
LIA reads the sales operation from the CRM your company already uses: contacts, opportunities, stages, activities and owners. The integration is assessed case by case, according to what each platform allows.
Google SheetsIntegration available
Integration available for working with stock spreadsheets: LIA can check product availability in the spreadsheet your company already maintains, without migrating it to another system.
Before moving ahead we review your CRM and tell you what can and cannot be integrated. No promises of universal compatibility.
