The client repeats the story
Keep enquiry context with the record, so the next team starts informed.
CLIENT OPERATIONS. CONNECTED.
From the first hello
to a promise delivered.
Connect sales, contracts and service in one managed process. Consulting, AI and implementation of Intecracy Group solutions.
01 / ONE CLIENT JOURNEY
Every next step is clear
- 01EnquiryUnderstand the need
- 02ProposalAgree scope and terms
- 03ContractRecord the obligations
- 04DeliveryAccept the outcome
Illustrative workflow · configured around your business
02 / CONTEXT THAT STAYS
One client. A shared picture.
The current document, agreed scope and next owner travel with the request.
IMPLEMENTING INTECRACY GROUP SOLUTIONS
ScriptumDealsA5.ERPScriptum.DMS
THE CLIENT SEES ONE COMPANY
Make the experience feel that way.
A good sale is only the beginning. Preserve the commitment through every team, document and system.
The proposal has three versions
Connect the agreed scope to the current document and its approval.
The contract stalls after signing
Turn obligations into assigned work with deadlines and acceptance rules.
WHERE WE HELP
Connect every part of the client journey.
01 /02 /03 /04 /05 /06 /
Enquiries and qualification
Bring enquiries into a managed flow with a clear need, an owner and a next action.
Intake and assignment rulesCRM and proposals
Connect the client need, proposal version and decision on the next sales step.
Pipeline with evidence-based stage changesContracts and obligations
Translate agreed terms into tasks, deadlines and delivery controls.
Contract, version, decision and delivery planDelivery and client service
Organize the handover into delivery and the return of an accepted result to the client.
Controlled handover and acceptanceClient data and integrations
Connect CRM, document and accounting systems around aligned client records.
Data ownership and reliable exchangeAI for client teams
Help teams find context, prepare drafts and process documents with human review.
Tested AI use case with access boundariesA PRACTICAL WAY FORWARD
Understand. Test. Put it to work.
Start with one real journey. Build around the people who will use it.
- 01
Trace the client journey
Trace an actual enquiry through to its outcome. Record delays and repeated questions.
Current journey map - 02
Agree the rules
Define data, owners, transition criteria and exceptions. Choose the first implementation scenario.
Operating model and pilot scope - 03
Test the scenario
Configure the solution and test normal and difficult cases with the team.
Acceptance record - 04
Put it into daily use
Train by role, prepare support and compare agreed measures before and after launch.
Training and improvement plan
INTECRACY GROUP
The right tools. With a defined role.
Keep what already works. Connect workflows, documents and accounting where the journey breaks.
WORKFLOW
Scriptum
Client workflow orchestration
Configure forms, registers and workflows for enquiries, proposals and reviews around your operating model.
About the solutionSIGNING
Deals
From approval to signing
Electronic document exchange and signing with counterparties. Define how signing results return to the client workflow.
About the solutionDOCUMENTS + AI
Scriptum.DMS
Documents in client context
Document management and AI-assisted processing. Evaluate retrieval and extraction on your document types.
About the solutionERP
A5.ERP
Commitments and accounting data
A5 Solutions subsystems for contracts, sales and accounting. Determine the scope and links to existing systems during discovery.
About the solutionCLIENT OPERATIONS JOURNAL
Better questions. Practical decisions.
One client, three requests: how to remove duplicates without losing data
Separating client identification from the essence of their requests prevents the loss of inquiries during multichannel communication. Setting up a unified registry allows linking different operational tasks to a single profile.
CRM and documents: make statuses mean the same thing
Connect the client, document version and next action without mistaking an integration event for a completed deal.
The contract is signed. What does delivery need?
A signed file is not a ready-to-run task. Define the handover package: current terms, deadlines, owners and acceptance criteria.
BEFORE WE START
A few things to make clear.
We already have a CRM. What changes?
Start with how it is used: stage criteria, record freshness and delivery handovers. Discovery shows where rules and configuration suffice and where integration is needed.
Do all systems need replacing?
No. First assess existing tools. Agree the target design and change costs before selecting a new product.
Will AI speak to clients on its own?
An initial use case usually assists staff with context or drafts. Autonomous actions need separate boundaries. Prices, commitments and critical decisions require defined authority.
How do we know the project worked?
Agree measures before launch: time to a useful response, returns for missing data and delivery handover delays. Compare equivalent scenarios using consistent definitions.