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Artificial Intelligence · Enterprise SaaS

Enterprise Sales
Intelligence Platform.

An AI-supported sales platform that pulls CRM records, meetings and email into one place, so opportunity context stops living in someone's inbox.

ClientEnterprise software company
IndustrySales technology
TimelineOngoing engagement
Our roleProduct strategy, AI features, integrations and customer support

The challenge

Sales teams were tracking opportunities across Salesforce, email threads, calendar invites and meeting notes with no single system tying them together, so deals could quietly stall or lose context without anyone noticing until it was too late.

The solution

UXsolutions worked on a sales intelligence platform that integrates directly with Salesforce, email and calendar data, using AI to surface risk signals, such as a deal that has gone quiet or a stakeholder who has dropped out of the conversation, and to summarise what actually happened in a meeting. Our team defined the product roadmap, built the data integrations, and supported enterprise customers through onboarding.

  • Native Salesforce and CRM data integration
  • AI-supported risk detection across email, meetings and calendar
  • Product roadmap and feature definition
  • Enterprise onboarding and ongoing customer support

The result

Sales teams get a structured, continuously updated view of every account, instead of reconstructing it manually from scattered tools before every call.

Project Highlights

  • Enterprise SaaS product
  • AI-supported workflows
  • Global customer onboarding
  • Continuous customer-led improvement

Capabilities

Product StrategyAI FeaturesSalesforceData IntegrationUX DesignCustomer Support
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