IT decision briefing
Build, buy or blend conversation AI for Salesforce?
A briefing for technology leaders evaluating how customer conversations become trusted CRM data and useful AI insight. Each approach can be a sound choice. Start with the business information required, the conversations that contain it and the team accountable for delivering it reliably.
Evaluate the complete service, not the demo
A successful demonstration is evidence of feasibility; production approval requires evidence of quality and ownership.
How to choose between building, buying or blending conversation AI for Salesforce
The seven tests to apply to any approach: quality, cost, security, data integrity and more
How to map capture paths across Teams meetings, mobile calls, dialler and in-person conversations
A shared proof and ownership plan: the decision gates to agree before rollout
Capture once
Turn conversations into trusted commercial data.
The briefing walks through capturing conversations across Teams meetings, mobile calls, the contact centre and in-person meetings, understanding them with transcription, summaries, key decisions, next actions, sentiment and custom business insights, then putting that intelligence to work in Salesforce, Microsoft Copilot, scorecards and automation.
“Who will own the quality and completeness of the Salesforce data this service produces twelve months after launch?”