AI READY · Service area

AI for Marketing & Sales

Campaigns, leads, content, CRM and conversion analyses — fast, measurable and with clear sales focus.

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Use case 01

Live dashboard for Marketing & Sales

Leads, pipeline, campaign performance, CRM KPIs, competition and forecasts — condensed in one interface, always up to date.

Sales and marketing performance at a glance

The AI marketing dashboard condenses operational and strategic KPIs from CRM, campaign tools, web analytics and sales into one interface. Trends, anomalies and early-warning signals are surfaced automatically — without manual reports.

Management, marketing and sales see at any time where the pipeline and campaigns stand — and can direct attention where it generates impact.

AI dashboard for Marketing & Sales – live overview of leads, campaigns and pipeline

How it works

Three steps to the marketing dashboard
with AI READY

1

Connect systems

We connect CRM, campaign tools, web analytics and other data sources — securely, locally and without data leaving your company.

2

Configure KPIs & funnel

Funnel stages, attribution, target groups and early-warning rules are tailored to your sales and marketing logic.

3

Use and refine continuously

We support and optimise continuously — the dashboard grows with your campaigns and sales processes.

Use case 02

AI assistant for Marketing & Sales

A direct contact point for leads, customers, campaigns and sales data — based on your own CRM and communication content.

Answers in seconds rather than hours

The AI assistant answers questions about leads, pipeline, customer history, campaign impact and sales activities in context and traceably — based on your internal data.

Sales and marketing save time on research, meeting preparation and reports. Complex questions are answered in natural language, with references to the underlying data sets.

AI assistant for Marketing and Sales

Use case 03

AI knowledge management for Marketing & Sales

Proposals, pitch decks, contract templates, campaign analyses and experience — accessible through a single question.

Your company's sales knowledge available at any time

The knowledge management platform connects proposals, pitch decks, templates, contract patterns, campaign analyses and internal playbooks into a central, intelligent access point. Anyone looking for an argument, a template or a past campaign finds it without long research.

New sales employees are productive faster, senior know-how is preserved when people leave, and a consistent external brand is easier to maintain.

AI knowledge management platform for Marketing and Sales

Use case 04

AI agents for Marketing & Sales

Ten areas where AI agents relieve lead handling, content, CRM and sales operations and create impact.

AI agents working for Marketing and Sales

Lead & audience analytics

Automatically analyses customer, market and behavioural data and identifies potential, target groups and probability of closing at an early stage.

Leads are prioritised better and sales opportunities are evaluated more precisely.

Proposals, campaigns & content production

Automatically creates proposals, sales materials, campaign copy, social media content and personalised marketing assets based on existing information and audience profiles.

Recurring content and sales processes are significantly accelerated.

Customer communication & follow-ups

Automatically creates email drafts, meeting preparation, follow-ups and personalised communication content.

Customer inquiries and sales processes are handled faster and more consistently.

CRM & customer data management

Updates customer data automatically, extracts relevant information from communication and documents and creates structured summaries of customer interactions.

Data quality in the CRM improves significantly.

Sales, funnel & performance analytics

Continuously analyses sales, marketing and campaign data and produces forecasts, funnel analyses, KPI dashboards and variance analyses automatically.

Developments and optimisation potential become visible faster.

Campaign planning & marketing automation

Automates marketing campaigns, personalises content based on audience behaviour and continuously optimises delivery and timing based on data.

Campaigns are executed more efficiently and with sharper targeting.

Market & competitor monitoring

Analyses market, competitor and trend data automatically and condenses relevant information for sales and marketing.

Changes and new opportunities are recognised at an early stage.

SEO & website optimisation

Analyses search behaviour, keywords and website performance automatically and produces optimisation suggestions for content and visibility.

Reach and conversion potential are improved.

Sales & scheduling coordination

Supports meeting planning, task management and prioritisation of sales activities through automated reminders and intelligent process control.

Sales workflows are organised more efficiently.

After-sales & customer retention

Automatically analyses existing customers, identifies cross- and upselling potential and supports personalised service and communication processes.

Customer relationships are strengthened in the long term.

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