Ploomes launches new integrations and AI assistant to centralize the entire business operation

Sankhya's sales ecosystem is now centralized in Ploomes CRM. There are four launches that reinforce Ploomes' commitment to innovation and to the centralization of business operations.

Discover the new integrations with Flowbiz, Meetime and Neppo, In addition to the launch of Ploomes AI Assistant.

The new functionalities allow companies to unify marketing, pre-sales, sales, and post-sales on a single platform, with more automation, visibility, and data intelligence.

All of this is enhanced by the new AI Assistant, which facilitates all interaction and records within the CRM.

Integrations that connect the entire customer journey

The new integrations allow teams from different areas to work in an even more connected and efficient way:

• Flowbiz: The contact base is now fully connected. Users can access email history without leaving Ploomes and send contacts directly to relationship automations, making the flow between CRM and automation more fluid.
  
  
• Meetime: The integration centralizes the receipt of leads in the CRM and sends contacts to Meetime Flow, avoiding duplication in prospecting and qualification. In addition, it provides full visibility of the process, both for the seller and for the SDRs and pre-sales team.
  
  
• Neppo: Now, all service with new and current customers can be done without leaving Ploomes. By accessing Neppo within the CRM, you unify communication operations on a single platform, strengthening the management of the complete customer journey.
  
  

AI assistant: the new intelligent assistant to the business operation

Among the most anticipated news, the Ploomes AI Assistant It will change the way in which sales and management teams access and use information.

With it, it is possible to automatically record tasks and notes, in addition to making intelligent queries, such as: “which customers bought the most this year”, “what is the conversion rate of the sales funnel” and “what are my tasks today”.

AI library: intelligence applied to the knowledge base

Another highlight is the IA Library, which is an evolution of the old library that already existed in Ploomes.

Now, in addition to storing important documents directly in Ploomes, you can educate AI using this file base and consult information about products, services, processes, contracts, etc. This makes accessing information faster and more efficient.

Ploomes: the new customer journey hub

Ploomes consolidates itself as the new center of the customer journey by integrating, in a single ecosystem, all the stages from the first contact to the after-sales.

This allows companies to operate more fluidly, reduce rework, increase team productivity, and guarantee a unified experience throughout the business operation.

“Our goal is to eliminate the fragmentation of business operations. With the new integrations and the AI Assistant, Ploomes consolidates itself as the command center for B2B companies”, highlights Matheus Pagani, CEO of Ploomes.

The news is now available to customers.

Do you want to know about Ploomes' innovations? Schedule a demo and discover the CRM that is redefining commercial management in Brazil.

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