This document outlines an overview of recent Agentic AI assessment programs and implementations designed to optimize sales processes and enhance customer service operations.
A leading German loyalty card provider partnered with us to transform their business through AI, shifting from traditional services to a data-first company.
Challenge: The company faced an 80% budget reduction while experiencing increased service demands. Their customer service team struggled with limited resources, while restructuring threatened to increase customer churn.
Scope: Our solution delivered an AI readiness assessment, technical evaluation, and phased implementation. We deployed NLP chatbots that automated 65% of customer inquiries and implemented predictive analytics that identified at-risk customers with 89% accuracy.
Initial assessment for AI use cases completed in 5 days each cs/sales, with tool recommendations.
Review system architecture, data quality, accessibility, and CRM systems for AI readiness
Implementation "off the shelf chatbot" for low-hanging fruit reduced contacts and preparation for agentic AI for churn reduction
Data layer and trigger built. Anticipated customer churn due to behavior and marketing.
The AI implementation yielded impressive results, demonstrating the transformative potential of AI in sales and customer service:
Rapid ROI: A total €205k investment yielded immediate financial benefits from AI-driven transformation.
Challenge: A German invoicing provider faced rapid growth from new legal requirements but lacked infrastructure to handle increased demand. With no dedicated sales team or onboarding process in place, they risked losing potential customers to competitors.
Scope: We conducted a CX assessment and AI readiness assessment at the same time and transitioned customer service teams to success roles and automated solutions for sales. This included deploying chatbots for lead generation, automated LinkedIn outreach for webinars, and systems for handling customer requests—all leading to faster response times and improved engagement. We leveraged existing CRM, Zendesk, and HubSpot to boost conversion, retention, and adoption.
Case studies: Agentic AI in Sales & Customer Service