Our Solutions
Cicata AI bridges the knowledge gap by aggregating your data across all available internal systems, capturing, organizing, and surfacing critical insights without the need for heavy CRM integration. It enables companies to monitor account health, identify churn risks, and unlock revenue opportunities by making vital information instantly accessible and actionable, regardless of who is in the role.
How We Do It
Cicata AI focuses on leveraging the existing data within your CRM, communication platforms (think Slack, Microsoft Teams, email), and project management tools. Unlike heavy, expensive CRM solutions that take months, or even years, to configure for accurate account visibility, Cicata AI aggregates and analyzes historical and currently available information to deliver a clear, comprehensive view of account health, client interactions, and project status.
What Does The End Product Look Like?
The end result is a comprehensive, neatly organized report that captures and highlights your employee's (or former employee's) book of business, project flow, and/or key insights—including renewal dates, critical touchpoints, and incomplete projects. This streamlined handoff eliminates the need to sift through endless CRMs and scattered communication channels, providing the next person in line with instant clarity and a complete view of the work at hand.
Use Cases
Employee Transitions
The International Data Corporation (IDC) estimated that companies lose $31.5 billion annually due to poor knowledge sharing, a significant portion of which occurs when employees leave without proper knowledge transfer.
High Churn
Most companies rely heavily on CRM data to gauge account health, but the reality is that 60% of sales teams say their CRM data is outdated, incomplete, or inaccurate (HubSpot, 2023).
Light Sales Funnels
Every interaction, project update, and client conversation holds the potential to uncover new revenue streams—but too often, these insights are lost in scattered notes and siloed communication. Studies show that nearly 79% of sales opportunities are missed due to poor visibility into account activity and client needs (Forrester Research, 2023).
This website uses cookies