2. Setting up a dashboard and API integration
Posted: Thu Jan 30, 2025 6:04 am
Then, having received the necessary data, our analysts launch the dashboard setup and integrate with the client's systems via API, which reduces the time for manual setup and minimizes the risk of errors. API integration provides a seamless connection to various systems and databases of the client, which simplifies the collection and analysis of data. Dashboard setup includes personalizing the interface for your checklist, adding the necessary widgets and modules, and setting up metadata for convenient filtering. This will allow you to get convenient access to all the necessary data in one place and quickly make management decisions.
3. Train the team and get started
We provide you with access to your personal account, india mobile database conduct a demonstration of the system's capabilities, and train your team to use SalesAI. At this stage, billing is also enabled, which allows you to immediately start working with the system without delays. Demo sessions are conducted by our onboarding team specialists, who explain in detail all the functions and capabilities of the system, answer questions, and help solve possible problems. The client's team is trained in a webinar format and through the provision of training materials and video tutorials. This allows you to quickly master the system and start using it without the need for a long study of the documentation.
4. Fine-tuning and precision optimization
At the next stage, we fine-tune the system to the specific needs of the client, which allows us to achieve maximum efficiency and productivity. Fine-tuning includes adapting the system parameters to the specifics of the client's business, optimizing the quality of determining checklist items to a level of at least 90% accuracy. We also analyze the results and make adjustments to achieve better results. This stage is especially important for clients with unique requirements and complex business processes, as it allows us to customize the system to their individual needs and ensure maximum return on its use.
3. Train the team and get started
We provide you with access to your personal account, india mobile database conduct a demonstration of the system's capabilities, and train your team to use SalesAI. At this stage, billing is also enabled, which allows you to immediately start working with the system without delays. Demo sessions are conducted by our onboarding team specialists, who explain in detail all the functions and capabilities of the system, answer questions, and help solve possible problems. The client's team is trained in a webinar format and through the provision of training materials and video tutorials. This allows you to quickly master the system and start using it without the need for a long study of the documentation.
4. Fine-tuning and precision optimization
At the next stage, we fine-tune the system to the specific needs of the client, which allows us to achieve maximum efficiency and productivity. Fine-tuning includes adapting the system parameters to the specifics of the client's business, optimizing the quality of determining checklist items to a level of at least 90% accuracy. We also analyze the results and make adjustments to achieve better results. This stage is especially important for clients with unique requirements and complex business processes, as it allows us to customize the system to their individual needs and ensure maximum return on its use.