Transformez votre CRM en une plateforme vivante où données, processus, équipes humaines et agents IA travaillent avec un contexte réel pour mieux vendre, servir plus vite et opérer avec plus d'intelligence.
Mettre en œuvre un CRM d'entreprise, ce n'est pas seulement activer une plateforme. C'est amener l'entreprise à l'adopter, rendre les données fiables et faire évoluer les processus avec des résultats mesurables.
Chez B1 Consulting, nous accompagnons les mises en œuvre et les services évolutifs avec une vision intégrée du métier, de la technologie et de l'analytique. Nous concevons des solutions qui fonctionnent dans l'opération réelle et génèrent de la valeur pour vos équipes, vos clients et vos collaborateurs.
Notre objectif en tant que partenaires est de faire du CRM non pas un logiciel de plus dans votre organisation, mais une plateforme stratégique pour construire de meilleures relations clients, opérer plus efficacement et prendre de meilleures décisions.
La plateforme CRM comme base pour construire des organisations agentiques
Chaque module CRM joue un rôle dans une opération plus intelligente, connectée et prête à travailler avec des agents IA, des données fiables et des équipes humaines concentrées sur des décisions à plus haute valeur ajoutée.
Chez B1 Consulting, nous faisons évoluer la plateforme CRM avec une vision intégrée du métier, des données et de l'intelligence artificielle pour que chaque module, intégration et automatisation devienne une réelle capacité opérationnelle agentique.
Vous avez un défi concret avec votre CRM
Parlez-nous-en. Pas besoin d'appel d'offres formel ni d'un brief complet. Un appel de 30 minutes suffit pour voir si travailler ensemble a du sens.
Agents that prioritise opportunities, recommend next steps and reduce manual tasks so the commercial team can focus on closing better deals.
Ce que vous obtenez
The platform organises everything a salesperson needs to know in one place. Who is at which stage in the process, what comes next, which opportunity was lost and why. No more different versions of the same spreadsheet circulating on messaging apps and no more half-hour meetings just to update the pipeline. With automation properly configured, reps dedicate their time to selling, which is exactly what you hired them for.
Real-time pipeline without relying on manual team reports
Automation of follow-ups and administrative tasks currently done by hand
Sales forecasts built from historical data and predictive intelligence
Native integration with email, calendar and LinkedIn
Pourquoi B1
We configure your company's actual commercial process, not a generic template nobody ends up adopting
We support the team until they operate with real independence, not just until launch day
Digital agents that resolve frequent requests, escalate complex cases and provide the human team with the information needed to respond better.
Ce que vous obtenez
The platform brings all support channels together into a single workspace. The agent attending the customer already knows their full history before writing the first response. Cases escalate automatically when the situation calls for it and the customer receives timely attention without having to insist. That consistent, frictionless experience is what builds long-term loyalty.
All support channels unified in a single workspace
Shorter resolution times thanks to an integrated knowledge base
Configurable SLAs with automatic alerts before they are breached
Satisfaction surveys sent automatically when each case closes
Pourquoi B1
We design case flows based on how your operation actually works, not on a theoretical ideal model
We connect the service module with your existing systems so the agent has everything in one place
Agents that interpret customer signals, activate personalised journeys and help reach the right person with the right message at the right moment.
Ce que vous obtenez
The B2B marketing automation platform works with memory. It tracks which pages the prospect visited, which emails they opened and how long they have been evaluating the decision. With that information, the marketing team nurtures each prospect with the most relevant content until they are ready to talk to sales. The lead that reaches the commercial team arrives qualified and with context, not just as another name on a list.
Automatic lead scoring based on real behaviour, not assumptions
Automated nurturing flows that work on their own without writing any code
Real alignment between marketing and sales with jointly defined criteria
Return measurement for each campaign tracked through to opportunity close
Pourquoi B1
We configure the sales module integration from day one so the marketing-to-sales cycle is fully closed
Qualification criteria are defined together with the commercial team so they make sense in real practice
Portals where customers, partners and teams find answers, manage requests and collaborate with less operational friction.
Ce que vous obtenez
The platform lets you create self-service portals for customers, partners or collaborators integrated directly with the CRM. The customer checks their case status, downloads documents, reviews order status or finds answers in the knowledge base without waiting for someone from the team to help them. That frees up the support team and improves the customer experience at the same time.
Self-service available around the clock that reduces the operational load on the support team
Partner portal to manage shared opportunities and documents in one place
Customer communities that strengthen loyalty and generate growth opportunities
Portal data permanently synchronised with the CRM
Pourquoi B1
We design the external user experience with the same level of care as the internal workflow
We configure permissions and data visibility so each profile accesses only what belongs to them
A unified base of customers, interactions and processes that lets every agent act with real context and better-supported decisions.
Ce que vous obtenez
The unified data platform connects the data sources that normally live in separate systems. The ERP, the website, the mobile app, the point of sale and social media. The result is a real customer profile, updated in real time and available to the entire organisation. With that profile, segmentation becomes more precise, personalisation makes real sense and artificial intelligence models work on clean and reliable data.
Full customer view with data consolidated from all organisational sources
Dynamic segmentation that updates itself based on the customer's actual behaviour
Clean and unified database as a solid foundation for any artificial intelligence project
Real-time data activation across any channel connected to the platform
Pourquoi B1
We map all sources before connecting them to avoid duplicates and conflicts that are costly to resolve later
We deliver a documented data model so the internal team understands it and can maintain it independently
AI agents designed to reason, act and collaborate with teams under clear rules, traceability and human supervision.
Ce que vous obtenez
The AI agents platform goes beyond a conversational assistant. It lets you deploy agents that execute complete processes without needing human intervention at every step. They qualify leads, answer cases, update records and send proposals. All with access to the real customer history recorded in the CRM. The difference from other AI solutions is that these agents know the customer before they act.
Automation of complete processes, not just simple notifications or reminders
Agents that act with the real customer context recorded in the CRM
Automatic escalation to the right collaborator when the situation requires it
Permanent availability without needing to grow the team
Pourquoi B1
We define use cases with judgement so we do not automate what should not be automated even if technically possible
We implement with full traceability so you have visibility into what the agent did at every moment
Agents that anticipate needs, recommend resources and help coordinate visits, technicians and incidents with greater precision.
Ce que vous obtenez
The field management solution extends the CRM to teams working outside the office without losing the data connection. The system assigns the most suitable technician for each job based on availability, location and speciality. In the field, the technician checks the full asset history, records evidence with a digital signature and closes the case from their phone without visiting the office. Everything is synchronised in real time and visible to the support team.
AI-optimised technician assignment to reduce travel times
Mobile app that works without internet connection in low-coverage areas
Full asset and maintenance history by equipment or geographic location
Service closure with digital signature and photographic evidence from the mobile phone
Pourquoi B1
We map the real field workflow before configuring anything to reflect the operation as it actually is
We integrate with the inventory and asset systems you already use without forcing you to replace what works
The layer that connects the CRM with the business's key systems so agents can consult, execute and move processes securely.
Ce que vous obtenez
Most companies reach a point where they have several systems that do not talk to each other. The integration layer establishes reusable APIs that makes that communication possible in an orderly, monitorable and sustainable way over time. The CRM talks to the ERP, the ERP talks to the website and when something fails there is one single place to look for the answer. No patches that break with every update and no integrations that depend on a single person.
Reusable APIs that reduce the cost of every future integration in the organisation
Two-way synchronisation between the CRM and the company's external systems
Centralised monitoring of all active integrations in a single control panel
Less data duplication and fewer manual synchronisation processes between systems
Pourquoi B1
We analyse the existing systems architecture before proposing any integration design
We document every API delivered so the internal team can maintain it completely independently
Agents that accompany the full student lifecycle, from first contact to graduation and alumni engagement, with data that improves retention and institutional outcomes.
Ce que vous obtenez
The education platform connects admissions, academic registration, student services and alumni engagement in one place. Institutions gain full visibility into the student journey and can act before a problem becomes a dropout. Administrative teams stop chasing data across disconnected systems and start making decisions with accurate, timely information.
Automated admissions process with personalised follow-up by channel and prospect stage
Early dropout risk alerts based on academic and financial student behaviour
Alumni management with segmentation for events, donations and re-engagement programmes
Integration with existing Student Information Systems without replacing them
Pourquoi B1
We know the education sector in LATAM and the real gap between CRM promises and what administrative teams actually end up adopting
We configure workflows around your institution's real cycle, not a generic template designed for a different market
The analytics layer that turns CRM data into interactive dashboards, AI-generated narratives and signals that agents use to act at the right moment.
Ce que vous obtenez
The visual analytics layer transforms CRM data and external sources into dashboards that anyone on the team can explore without depending on IT. Business teams gain autonomy to answer their own questions with reliable data. When a metric shifts, the platform automatically narrates what happened, why and what to do about it. That ability to explain data in business language is what turns analytics into real action.
Dashboards connected to the CRM and external sources updated in real time
AI-generated narratives that explain variations in key metrics without manual intervention
Natural language data exploration for teams without a technical background
Configurable alerts that trigger CRM actions when an indicator crosses a defined threshold
Pourquoi B1
We implement visual analytics integrated into your company's CRM ecosystem, not as a standalone tool nobody ends up using
We train the business team to gain real data autonomy without always depending on an analyst to answer basic questions
