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AI in Action: Transforming Sales and Marketing with CRM This special edition newsletter focuses on the specific, actionable ways that Artificial Intelligence is revolutionizing the Sales and Marketing functions within global Customer Relationship Management (CRM) platforms. We’re moving beyond the basics to detail the “how” and “what” with comprehensive, platform-specific
3OctThe hype around “dynamic reasoning” AI Agents often ignores the grunt work of enterprise automation. I recently ran into this reality firsthand while trying to automate member cleanup at CourseConnect (Teachable/WhatsApp sync). The Cold Truth (The API Tax) 🛑 My powerful AI Agent, Aura, couldn’t remove expired members because the
17Sep1️⃣ SAP – Automated Invoice Processing: matches invoices with purchase orders and goods receipts, reducing manual entry. – Financial Closing : performs month-end or quarter-end closing tasks automatically, saving time for accountants. – AI Assistant (Joule): provides a conversational interface to query business data and generate reports. 2️⃣ Salesforce –
21AugAI agents—automated, intelligent systems that execute tasks with minimal human input—are becoming invaluable in finance. These digital “coworkers” don’t just assist—they act. 👉 PwC uses AI to review contracts and speed up audit checks, cutting weeks of work down to days. 👉 Deloitte built an “AI audit assistant” that automatically
6AugFor small and medium-sized businesses, growth brings both opportunity and pressure — especially when scaling operations, handling increasing demand, or managing complex systems. That’s where AI-powered automation and intelligent agents come in. 📌 Automate repetitive tasks, reduce overhead, and act on data in real time — without adding more headcount.
15JulCitybus Hong Kong, operating 1,700 buses with over 5,000 employees, serves 235 routes and 960,000+ passengers daily across urban and airport services. 🔍 Challenges: ✅ Solutions: 📈 Results: Recruitment #Training# Excel#Scheduling# Candidate records# WhatsApp# Chatbot
14Jul🔍 Challenges: Solutions: Results : ⏱️ Saved the equivalent of 2 months of employee working time every month🔻 Achieved a 90% reduction in manually mapping maintenance jobs with orders and invoices🧾 Introduced automated invoicing with detailed job records📈 Increased daily maintenance job capacity by 30% with the same payroll by
11JulA consumer and travel goods company needed to upgrade from an outdated CRM to support expansion and streamline operations. 🔍 Challenges: 🛠 Solution: 📈 Results : CRM# Migration # follow-up workflows# Dashboard # Goldmine#Centralised top down operation
9JulHong Kong Air Cargo Terminals Limited (HACTL) is one of the world’s major air cargo terminal operators, managing logistics and staff across complex operations in Hong Kong. 🔍 Challenges: ✅ Solutions: 📈 Results: Reimbursement# Approval Matrix# Excel# Paperless# Payment integration
30JunWe think so — especially when it comes to improving coordination, device tracking, and reducing manual work. Here’s an example: MIPA (Minimal Invasive Procedure Advisor) — a solution we developed to help hospitals streamline minimally invasive surgeries. From smarter inventory management to real-time data sync with EMR/ERP systems, MIPA shows
