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Augment your Bilionis CRM with artificial intelligence

Swiftask connects your AI agents to Bilionis to transform your customer relationship management. Automate low-value tasks and focus on closing deals.

Resultat:

Increase sales productivity and improve CRM data accuracy in real time.

Manual data entry in Bilionis slows down your sales team

CRM management is often seen as a heavy administrative burden. Manual entry, outdated data, lack of personalized follow-up: your sales team spends more time managing Bilionis than closing deals.

Les principaux impacts négatifs :

  • Wasted time on data: Repetitive manual entry reduces time available for prospecting and closing.
  • Fragmented CRM data: Lack of automation leads to incomplete customer profiles.
  • Missed opportunities: Lack of intelligent analysis prevents prioritizing high-potential leads.

Swiftask automates Bilionis management. Our AI agents analyze, enrich, and update your CRM data automatically, ensuring your knowledge base is always up to date.

AVANT / APRÈS

Ce qui change avec Swiftask

Traditional CRM management

Sales reps manually enter every interaction after calls. Important info is often forgotten, delaying opportunity updates in Bilionis.

CRM Augmented by Swiftask

The AI agent automatically extracts key points from your exchanges and updates client records in Bilionis without human intervention.

Activating your AI agent for Bilionis

ÉTAPE 1 : Agent configuration

Define business rules for your CRM in the intuitive Swiftask interface.

ÉTAPE 2 : Connect to Bilionis

Use our secure connectors to link your Bilionis instance to your agent.

ÉTAPE 3 : Workflow definition

Automate lead updates, task creation, and profile enrichment.

ÉTAPE 4 : Deployment and monitoring

Launch the automation and monitor performance via the dashboard.

AI capabilities for your CRM

The agent analyzes interactions, emails, and documents to extract structured data.

  • Connecteur cible : L'agent exécute les bonnes actions dans bilionis selon le contexte de l'événement.
  • Actions automatisées : Automatic lead enrichment, call summaries, predictive scoring, and real-time pipeline updates.
  • Gouvernance native : All actions are logged in Swiftask for total transparency.

Chaque action est contextualisée et exécutée automatiquement au bon moment.

Chaque agent Swiftask utilise une identité dédiée (ex. agent-bilionis@swiftask.ai ). Vous gardez une visibilité complète sur chaque action et chaque message envoyé.

À retenir : L'agent automatise les décisions répétitives et laisse à vos équipes les actions à forte valeur.

Benefits of CRM augmentation

1. Data accuracy

Eliminate human entry errors through AI.

2. Increased productivity

Free up time for your sales representatives.

3. Up-to-date pipeline

View reliable data for your forecasts.

4. Customer personalization

Use AI to better understand your prospects.

5. Seamless integration

Connect Bilionis to your entire SaaS ecosystem.

Data security

Swiftask applique des standards de sécurité enterprise pour vos automatisations bilionis.

  • AES-256 encryption: All your CRM data is protected.
  • GDPR compliance: Strict management of customer data privacy.

Pour aller plus loin sur la conformité, consultez la page gouvernance Swiftask et ses détails d'architecture de sécurité.

RÉSULTATS

Impact on your operations

MétriqueAvantAprès
Entry time5h/week0h (automated)
Complete data60%98%

Passez à l'action avec bilionis

Increase sales productivity and improve CRM data accuracy in real time.