Customer management with AI-associated

Maximum aid €24,000

The main objective of this category is to provide training in artificial intelligence to optimize processes and streamline interactions and relationships with customers.

Features and services

Lead Management

Manually or by importing by file.

Customer Management

Tracing commercial activity from the opening of the opportunity to the simulation of products/services and their contracting.

Opportunity management

All real business opportunities.

Business actions or tasks

Possibility of creating commercial actions and tasks (manual or automatically generated from the workflow (sales assigned to the opportunity).

Reporting, planning and commercial monitoring

Different levels of information aggregation.

Alerts

You will be able to view customer alerts in different types of graphic format.

Document management

You will have commercial and document management software to keep all the information organized in one place.

Integration of various platforms

Availability of APIs or Web Services for the consolidation of information and data from across the company.

Responsive web (mobile/tablet)

The designed web pages must be functional both on personal computers and mobile devices.

AI component

Predictive Lead Scoring

The tool will use artificial intelligence to evaluate historical sales data and customer behavior to predict and highlight the most promising opportunities.

Meeting and task automation

The tool should automate the process of scheduling appointments with clients as well as facilitate coordination between internal teams and these.

Automation of "sales journeys"

Artificial intelligence will need to automate tasks such as task and opportunity management; sorting and automatically responding to emails; updating records; and assigning tasks to the sales network.

Integration with the Customer Management platform

Availability of APIs or Web Services for the consolidation of information and data.

Data, privacy and security

Existing commitments are respected, including GDPR and EC data limits.
Suppliers shall ensure that AI systems intended to interact directly with natural persons are designed in such a way that such persons are aware that they are interacting with an AI system.
All suppliers must provide technical documentation, instructions for use and comply with the Copyright Directive.

Training in generative AI fundamentals in customer management

Training to prepare employees for the functionalities described above, which will include:

Basic Fundamentals: approach to current regulations and the resulting ethical and security risks.
Specific training in: predictive management of current and potential customers (leads) and opportunities, meeting automation, tasks “journeys “sales” (email classification, automatic response, updating records and assigning tasks to the sales network), chatbots (FAQs), intelligent document management.
Duration: The training sessions will have a total duration of 20 hours over two months for each of the users defined by segment.
Human instructor: Both in person and online, training will be provided by a human instructor available to users.
Diploma of completion: A certificate of acquired AI skills in the field of customer management will be awarded upon completion of the training.

Maximum amount of aid

50* ≤ X < 100 employees: €18,000 (includes 10 users and training for at least 3 of them in associated AI)
100 ≤ X < 250 employees: €24,000 (includes 15 users and training for at least 5 of them in associated AI)

Execution percentages associated with the phases

First: 70 %
Second: 30 %

* Segment IV includes companies with fewer than 50 employees that are considered medium-sized companies as they exceed an annual turnover and annual balance sheet of 10 million euros.