Automate data entry, qualify prospects, prepare follow-ups, and build sales AI agents connected to your data. Custom solutions for industrial SMEs.
CRM + ERP + Outlook + Microsoft 365 + Excel + internal documentation
Your CRM holds a large part of your company's commercial memory: prospects, customers, opportunities, exchanges, quotes, follow-ups, and sales history.
Solanys develops AI integrations capable of connecting to your existing environment via APIs and automations. The goal: transform your CRM from a simple data-entry tool into a genuine intelligent sales assistant.
Your sales process — assisted by AI
AI integrates at every stage to reduce manual tasks and improve decision quality.
An AI agent can automatically analyse the information available on a prospect: company, industry, request, exchange history, products sought, or commercial behaviour.
AI can automatically transform various sources into structured data and save them in the appropriate CRM fields:
A sales rep taking over an account they know little about? Instead of scrolling through dozens of emails and CRM activities, they can simply ask:
"Summarise my exchanges with this customer and tell me the recommended next actions."
The agent analyses the available history and generates an actionable summary in seconds.
AI detects opportunities with no recent activity, pending quotes, or prospects requiring a new contact. It can then:
The next step is the sales AI agent. Instead of navigating between different records and applications, your team members interact with their data in natural language.
The agent searches for authorised information in your tools and returns a directly usable answer.
Discover our business AI agents« Which quotes over €10,000 have not been followed up this week? »
« Which prospects should I call today? »
« Prepare a summary of the Dupont Industrie account before my meeting. »
« Which customers have not ordered in six months? »
« Prepare a follow-up for quotes still open for more than 15 days. »
In an industrial SME, commercial information is not only found in the CRM. Solanys creates an intelligence layer connecting your various systems.
Analyse incoming emails, automatically identify the relevant customer or prospect, extract key information, and update the CRM.
Learn moreLink commercial information to operational data: orders, product references, pricing, availability, or customer history.
Learn moreConnect your CRM to Outlook, Excel, Teams, or SharePoint to reduce duplicate entries and facilitate information flow.
Learn moreEnable your sales team to quickly find information in your catalogues, technical data sheets, procedures, or internal documentation.
Learn moreAI & CRM integration makes the most sense when it addresses a concrete business process.
AI gathers customer history, recent exchanges, ongoing opportunities, and useful information to prepare for the meeting.
The meeting notes are summarised, key information is extracted, and next actions can be logged in the CRM.
AI analyses the request, identifies the customer, extracts relevant information, and prepares the file for the sales or order management team.
AI analyses opportunities and helps identify deals requiring action or presenting a risk.
The agent searches inactive accounts based on your criteria and helps sales reps prepare a targeted re-engagement campaign.
A specific sales process?
Automate part of the creation and update of commercial information.
Structure information from emails, meetings, and documents to maintain a more usable CRM.
Automatically identify opportunities requiring action, without relying solely on the memory of sales reps.
Transform months of sales history into a directly actionable summary.
Reduce administrative tasks so your teams can spend more time on customers, prospects, and opportunities.
CRM data can contain sensitive commercial information. The architecture must therefore be designed from the outset around access rights, confidentiality, and data control.
Solanys defines with your company the data that AI can access, the actions it can perform automatically, and those that require human validation.
We study your CRM, your tools, and the actual workings of your sales teams.
We select the automations most likely to generate the most value quickly.
We connect the necessary sources: CRM, ERP, Outlook, Microsoft 365, documents, or other applications.
We develop the integration and test it on situations representative of your business.
The solution is progressively made available with the defined security and validation rules.
Automations and AI agents evolve based on usage and feedback from your teams.
Every company has its own processes, tools, and constraints. That is why Solanys does not simply add a generic chatbot to your CRM.
We start by understanding your sales process — from prospect qualification to order — before selecting technologies.
We combine AI agents, automation, document processing, and systems integration to create a solution tailored to your environment.
AI enriches and leverages your existing CRM rather than multiplying tools. Your sales process remains under control.
We define with you the accessible data, authorised actions, and required human validations before any deployment.
The challenge is not necessarily to add a new tool. It is to intelligently connect your CRM, your data, and your processes through artificial intelligence.
Let's discuss your current environment and identify the first sales processes you could automate.