AI automation working in your operations.

From a recurring task to a reliable process

A request arrives via email. Someone reads it, looks for the contact in the CRM, transfers information and decides who will take care of it. Such processes consist of several steps. A single AI answer therefore does not solve the entire problem.

Systemlink connects AI with the systems, data and responsibilities behind it. We first clarify what a process should trigger, what information is needed and when a person checks or decides. This creates a workflow that suits your company.

Where AI can provide meaningful support

Not every step requires AI. Fixed rules are suitable for clearly defined tasks; AI comes into question where content needs to be classified or unstructured information needs to be processed. We check which combination makes sense based on the specific process.

• Understand, classify and prepare requests for the right person.

• Prepare information from emails or conversation notes for the CRM.

• Prepare offers and follow-ups based on actual customer history.

• Detect discrepancies in data and create understandable management reports.

• Connect individual tasks between marketing, sales and customer service.

Your existing systems provide the framework

We start with your existing tools and data. Depending on the company, this includes CRM, email, calendar, marketing platforms, accounting or project management. Interfaces, authorizations and data quality determine how these systems can work together reliably.

Before implementation, we also determine what happens if data is missing, an unclear answer or an unavailable interface. Approvals and exception routes are part of the process. Automation should relieve your team of work while remaining comprehensible.

This is how your individual solution is created

In the first step we look at the task, frequency, people involved and the desired result. We then design the process and test it with typical cases and exceptions. Before productive use, responsibilities, approvals and handover to your team are clarified.

After the introduction, we support the agreed systems. Further processes or larger expansions can be prioritized as part of ongoing digitalization. The exact scope depends on your project, not on a ready-made standard solution.

From Wädenswil for Switzerland and Germany

Systemlink is based in Au ZH in the municipality of Wädenswil. We support companies that want to combine CRM, data and operational processes into a common revenue system. AI is a tool within the system; the business process is the focus.

Read more on the blog: Automate business processes: where do you start? · Follow up on offers automatically: with clear rules and AI.

Further services and practical examples: Sales automation · Marketing automation · Customer onboarding & project processes · AI automation in medium-sized businesses: defining a viable pilot. · Systemlink on Lake Zurich