The Challenge:

IVERT has developed a proprietary CRM for sales force management. One of the recurring issues reported by CRM users was the difficulty in quickly accessing crucial information such as contract terms, operational procedures, updated price lists, or technical documentation.

This slowed down negotiations, led to errors in offer preparation, and very often forced users to contact internal support for clarification.

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The Solution:

To address this need, IVERT integrated a Retrieval-Augmented Generation (RAG) system into its CRM, leveraging Eden AI’s API.

The module allows sales agents to ask questions in natural language directly within the platform and receive relevant, contextualized answers based on company documentation.

The RAG approach combines the power of generative language models with the accuracy of internal knowledge sources, ensuring responses are reliable, coherent, and always up to date.

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The Results:

The integration of RAG technology has transformed the CRM user experience, enabling sales agents to independently retrieve the information they need in real time, without relying on support.

This has significantly reduced response times, improved the accuracy of commercial offers, and enhanced the overall operational efficiency of the sales network.

IVERT’s client companies have seen increased productivity among their agents and a decrease in first-level support requests.