Client Overview

Our client, a renowned luxury jewellery brand, was facing operational friction across their retail and back-office environments. Sales agents were struggling to access product and customer information in real time, leadership lacked clear performance insights, and siloed systems slowed down daily operations. They needed a unified solution to empower their sales team, streamline operations, and uncover actionable insights.

The Challenge

• Sales agents had no centralized access to product or customer data, relying on multiple platforms and manual processes.

• Stakeholders had limited visibility into real-time business performance.

• Disconnected systems (POS, CRM, ERP, social media) created data blind spots and operational delays.

• Manual workflows led to inefficiencies in customer follow-ups, appointments, and stock management.

Our Solution

We deployed our all-in-one AI sales platform to transform the way the business operates, from the shop floor to the boardroom.

Real-Time Data at Sales Agents’ Fingertips

We enabled in-store agents to instantly access over 20 detailed product attributes per item, as well as a full view of each customer’s journey—covering all historical touchpoints and interactions. This empowered staff to offer more personalized, informed service and drive higher conversion rates.

AI Chat Assistant for Instant Business Insights

With our built-in AI chat, sales agents could instantly query the system for anything—from product specs to customer histories—without jumping between systems. This dramatically reduced response times and increased customer satisfaction.

Executive Dashboards for Smarter Decision Making

We rolled out a visual reporting suite that gave senior leaders and stakeholders a clear, real-time view of business performance. They could now spot trends, identify inefficiencies, and make data-driven decisions with confidence.

System Integration for Seamless Operations

By integrating core business systems—CRM, ERP, POS, and social media channels—we eliminated data silos and halved the time it took to retrieve key information. This integration led to improved data accuracy, operational speed, and overall employee productivity.

Automated Workflows for Enhanced Productivity

We built intelligent workflows that automated repetitive tasks, including:

• Customer follow-ups

• Appointment scheduling

• Customer profile enhancements

• Stock audit routines

These automations freed up valuable time for staff and ensured consistent, timely customer engagement.

The Results

• 50% reduction in time spent switching between systems

• Real-time access to rich product and customer data for all sales agents

• Improved customer experience with faster, more personalized service

• Full operational visibility for leadership with dynamic dashboards

• Streamlined workflows that saved hours of manual effort each week