AEO and Answer Engine Optimization
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Performance Marketing ManagementSee where customer enquiries get lost in your sales process.
AI and CRM consulting connects lead, customer, opportunity and proposal records to an organised sales process. ReklamKlik designs manual phone records, notes and follow-up tasks together, assessing AI functions within data and permission boundaries.
Let’s turn your needs into a clear work plan.
The next step should be clear for customers who complete a form or call your business. ReklamKlik reviews records, owner assignment, notes, proposals and follow-up together. Once the CRM structure is established, suitable automation is added in a controlled way, with boundaries for decisions and data access.
What will you have at the end of the work?
- Customer and opportunity data model
- Note and follow-up task workflows
- Reporting and team usage plan
Scope, delivery schedules and responsibilities are clarified together during the quotation stage.
Who is it for?
Teams seeking better enquiry tracking and sales coordination. Process first, then appropriate automation.
Where should we start the conversation?
- Existing customer records
- Sales stages and proposal process
- Team roles and integration requirements
What do we address together?
Implementations planned around your needs and the scope of each area.
Lead, customer and opportunity separation
We separate fields for new leads, existing customers and commercial opportunities. We define what sales stages mean and which information triggers a change.
Manual phone enquiry records
Team members manually record customers who call. Call source, needs and the next follow-up task are linked to the customer record.
Notes, tasks and follow-up
We design separate customer and proposal notes, task ownership and follow-up dates. A shared team view prevents open tasks from being lost.
Proposal and revision relationships
Proposal versions are linked to customers and opportunities. The latest sent version, revision reasons and conversation outcomes are preserved as separate records.
Duplicate warnings and permissions
We plan duplicate warnings using similar email addresses or phone numbers. User access is limited by team role and customer ownership.
Assessment of appropriate AI features
We assess AI summaries and suggestions against data requirements, costs and human oversight. Commercial decisions and customer communication are not left to automated assumptions.
A clear purpose and deliverable at every step.
From initial assessment to implementation, and from implementation to regular improvement.
Sales process map
We review lead, customer and opportunity stages alongside existing records. Sales acceptance criteria, manual call records and owner assignment are documented in the data model.
Data and workflow design
Notes, tasks and proposal revisions are organised in a shared flow. Duplicate checks, role permissions and source fields from connected channels are tested with sample records.
Pilot and team training
We assess team usage, time to first contact and opportunities lacking follow-up. AI features are added through a separate pilot only where they fit verified needs and data boundaries.
How do we assess success?
- Time to first contact
- Share of opportunities lacking follow-up
We track time to first contact, opportunities missing owners or follow-up dates, and stage changes. Proposal totals are not revenue; AI-generated notes and suggestions are kept separate from human decisions.
Questions about AI and CRM Consulting.
Is AI mandatory?
No. Consistent records and simple automation can resolve many issues first.
Can we choose a ready-made CRM or a custom system?
We compare options against your sales model, existing data and integration needs. Licence, implementation and maintenance costs are shown separately; no particular system is assumed mandatory.
How is existing CRM data migrated?
Records are first validated in a small pilot with field mapping and duplicate rules. Access, backups, training and acceptance checks are planned for the main migration; the old system is not closed before verification is complete.
Services contributing to the same goal.
Services we can plan together
HubSpot CRM and Marketing Automation
From first contact to customer relationships.
Discover the service ↗ Analytics & CRM
Digital Marketing Data and Reporting
From scattered data to a clear basis for decisions.
Discover the service ↗ AI & Automation
AI Agents and Automation
Triggers, validation and human approval.
Discover the service ↗
Before choosing a service
ask the right questions.
Request a quote for your needs.
Share your goal and current situation. Let’s define scope, priorities and the next step together.
0543 862 94 05merhaba@reklamklik.com