IT & SaaS
AI — Self-hosted GraphRAG on local models
For a large technology company with a print services business.
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Marketing module on a low-code CRM platform
Integration and setup of the marketing module on the Creatio platform: segments from CRM data, campaigns and triggered sends, customer responses back into the CRM
- Challenge
- Sales and service already lived in the CRM, but marketing sat apart: lists by hand, sends from another tool, replies and unsubscribes recorded nowhere. The account manager could not see what the customer received, and marketing could not see what the customer bought
- What we did
- Integrated and configured the Creatio marketing module on top of the existing CRM data. Segments are built from contact fields, deal history and service requests. Campaigns and triggered journeys start from CRM events: a new deal, a closed ticket, silence for more than N days. Opens, clicks, replies and unsubscribes flow back into the customer record. Set up with the platform's low-code tools, with no custom development per campaign
- Result
- One customer profile for sales, service and marketing. Campaigns start from events, not from hand-made lists. Marketers run segments and journeys themselves, without developers
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