Customer Engagement

Trust-First AI for Enterprise CRM Engagement

Our Client’s Backstory

Our client is an enterprise sales intelligence platform, providing CRM solutions for organizations to manage pipeline execution and revenue visibility. In a market where CRM systems are often perceived as administrative overhead, the platform’s success relies on maximizing engagement from frontline sales teams. As the client’s sole engineering partner, Klika was tasked with architecting the AI-native capabilities required to transform the CRM into an active sales assistant that drives user retention.

The Challenges

Traditional CRM platforms suffer from a disconnect between data-entry fatigue and the need for executive visibility. Key challenges included:

Administrative Friction: Reducing the manual data-entry burden that leads to low adoption and incomplete sales pipelines.
Low-Trust Reporting: Eliminating reporting gaps caused by incomplete CRM data, which results in missed business opportunities.
AI Skepticism: Introducing Artificial Intelligence to an enterprise user base that is resistant to automated workflow disruptions.
Data Fragmentation: Harmonizing unstructured relationship intelligence (emails, calls, calendars) with structured account data in real-time.

The Solution

Klika engineered an AI assistant designed to enhance existing workflows through conversational intelligence and automated account summaries. Our solution included:

Hybrid Retrieval-Augmented Generation (RAG)

Architected a RAG engine that grounds conversational AI in both structured account data and vectorized interaction history.

Enterprise Activity Intelligence Layer

Developed ingestion pipelines to structure data across email, calendar, and voice calls, creating a reliable CRM context.

Conversational Account Guidance

Built an intuitive AI chat interface that helps users identify next steps and account states through natural language queries.

Opt-In Executive Summarization

Engineered a notification system that generates automated updates for leadership on accounts they explicitly follow.

AI Rollout Strategy

Introduced AI capabilities unobtrusively, allowing users to adopt features at their own pace while preserving legacy workflows.

Vector-Based Unstructured Data Processing

Leveraged vector storage to manage and query large-scale volumes of relationship data with near-instant responsiveness.

The Solution

Klika engineered an AI assistant designed to enhance existing workflows through conversational intelligence and automated account summaries. Our solution included:

Hybrid Retrieval-Augmented Generation (RAG)

Architected a RAG engine that grounds conversational AI in both structured account data and vectorized interaction history.

Enterprise Activity Intelligence Layer

Developed ingestion pipelines to structure data across email, calendar, and voice calls, creating a reliable CRM context.

Conversational Account Guidance

Built an intuitive AI chat interface that helps users identify next steps and account states through natural language queries.

Opt-In Executive Summarization

Engineered a notification system that generates automated updates for leadership on accounts they explicitly follow.

AI Rollout Strategy

Introduced AI capabilities unobtrusively, allowing users to adopt features at their own pace while preserving legacy workflows.

Vector-Based Unstructured Data Processing

Leveraged vector storage to manage and query large-scale volumes of relationship data with near-instant responsiveness.

The Solution

Klika engineered an AI assistant designed to enhance existing workflows through conversational intelligence and automated account summaries. Our solution included:

Hybrid Retrieval-Augmented Generation (RAG)

Architected a RAG engine that grounds conversational AI in both structured account data and vectorized interaction history.

Enterprise Activity Intelligence Layer

Developed ingestion pipelines to structure data across email, calendar, and voice calls, creating a reliable CRM context.

Conversational Account Guidance

Built an intuitive AI chat interface that helps users identify next steps and account states through natural language queries.

Opt-In Executive Summarization

Engineered a notification system that generates automated updates for leadership on accounts they explicitly follow.

AI Rollout Strategy

Introduced AI capabilities unobtrusively, allowing users to adopt features at their own pace while preserving legacy workflows.

Vector-Based Unstructured Data Processing

Leveraged vector storage to manage and query large-scale volumes of relationship data with near-instant responsiveness.

The Solution

Klika engineered an AI assistant designed to enhance existing workflows through conversational intelligence and automated account summaries. Our solution included:

Hybrid Retrieval-Augmented Generation (RAG)

Architected a RAG engine that grounds conversational AI in both structured account data and vectorized interaction history.

Enterprise Activity Intelligence Layer

Developed ingestion pipelines to structure data across email, calendar, and voice calls, creating a reliable CRM context.

Conversational Account Guidance

Built an intuitive AI chat interface that helps users identify next steps and account states through natural language queries.

Opt-In Executive Summarization

Engineered a notification system that generates automated updates for leadership on accounts they explicitly follow.

AI Rollout Strategy

Introduced AI capabilities unobtrusively, allowing users to adopt features at their own pace while preserving legacy workflows.

Vector-Based Unstructured Data Processing

Leveraged vector storage to manage and query large-scale volumes of relationship data with near-instant responsiveness.

The Solution

Klika engineered an AI assistant designed to enhance existing workflows through conversational intelligence and automated account summaries. Our solution included:

Hybrid Retrieval-Augmented Generation (RAG)

Architected a RAG engine that grounds conversational AI in both structured account data and vectorized interaction history.

Enterprise Activity Intelligence Layer

Developed ingestion pipelines to structure data across email, calendar, and voice calls, creating a reliable CRM context.

Conversational Account Guidance

Built an intuitive AI chat interface that helps users identify next steps and account states through natural language queries.

Opt-In Executive Summarization

Engineered a notification system that generates automated updates for leadership on accounts they explicitly follow.

AI Rollout Strategy

Introduced AI capabilities unobtrusively, allowing users to adopt features at their own pace while preserving legacy workflows.

Vector-Based Unstructured Data Processing

Leveraged vector storage to manage and query large-scale volumes of relationship data with near-instant responsiveness.

The Result

The integration of Klika's AI-native features has redefined the platform's value proposition, achieving industry-leading engagement metrics.

75% Monthly Active Usage (MAU)

Achieved platform stickiness across all licensed users, exceeding the industry average for CRM behavior.

25% MoM Executive Engagement Growth

Sustained growth in executive summary adoption, peaking at 25% month-over-month during the rollout phase.

Doubled AI Chat Adoption

Observed a 100% increase in active AI chat usage following launch, stabilizing at a high-engagement baseline.

Enhanced Data Integrity

Automated activity ingestion improved the quality of CRM data, providing leadership with a source of truth for revenue forecasting.

The Result

The integration of Klika's AI-native features has redefined the platform's value proposition, achieving industry-leading engagement metrics.

75% Monthly Active Usage (MAU)

Achieved platform stickiness across all licensed users, exceeding the industry average for CRM behavior.

25% MoM Executive Engagement Growth

Sustained growth in executive summary adoption, peaking at 25% month-over-month during the rollout phase.

Doubled AI Chat Adoption

Observed a 100% increase in active AI chat usage following launch, stabilizing at a high-engagement baseline.

Enhanced Data Integrity

Automated activity ingestion improved the quality of CRM data, providing leadership with a source of truth for revenue forecasting.

The Result

The integration of Klika's AI-native features has redefined the platform's value proposition, achieving industry-leading engagement metrics.

75% Monthly Active Usage (MAU)

Achieved platform stickiness across all licensed users, exceeding the industry average for CRM behavior.

25% MoM Executive Engagement Growth

Sustained growth in executive summary adoption, peaking at 25% month-over-month during the rollout phase.

Doubled AI Chat Adoption

Observed a 100% increase in active AI chat usage following launch, stabilizing at a high-engagement baseline.

Enhanced Data Integrity

Automated activity ingestion improved the quality of CRM data, providing leadership with a source of truth for revenue forecasting.

The Result

The integration of Klika's AI-native features has redefined the platform's value proposition, achieving industry-leading engagement metrics.

75% Monthly Active Usage (MAU)

Achieved platform stickiness across all licensed users, exceeding the industry average for CRM behavior.

25% MoM Executive Engagement Growth

Sustained growth in executive summary adoption, peaking at 25% month-over-month during the rollout phase.

Doubled AI Chat Adoption

Observed a 100% increase in active AI chat usage following launch, stabilizing at a high-engagement baseline.

Enhanced Data Integrity

Automated activity ingestion improved the quality of CRM data, providing leadership with a source of truth for revenue forecasting.

The Result

The integration of Klika's AI-native features has redefined the platform's value proposition, achieving industry-leading engagement metrics.

75% Monthly Active Usage (MAU)

Achieved platform stickiness across all licensed users, exceeding the industry average for CRM behavior.

25% MoM Executive Engagement Growth

Sustained growth in executive summary adoption, peaking at 25% month-over-month during the rollout phase.

Doubled AI Chat Adoption

Observed a 100% increase in active AI chat usage following launch, stabilizing at a high-engagement baseline.

Enhanced Data Integrity

Automated activity ingestion improved the quality of CRM data, providing leadership with a source of truth for revenue forecasting.

Technology Stack

Ruby on Rails

React

PostgreSQL

LLM Assistant APIs

Vector Retrieval (RAG)

Executive Summarization Pipelines

Activity Intelligence Ingestion

Technology Stack

Ruby on Rails

React

PostgreSQL

LLM Assistant APIs

Vector Retrieval (RAG)

Executive Summarization Pipelines

Activity Intelligence Ingestion

Technology Stack

Ruby on Rails

React

PostgreSQL

LLM Assistant APIs

Vector Retrieval (RAG)

Executive Summarization Pipelines

Activity Intelligence Ingestion

More Insights

Customer Engagement

From Missed Nearby Visits to Optimized Day Plans

We cut planning time 60%, reaching 270+ field users across 20+ organizations in 90 days. Embedded route optimization transformed fragmented workflows into structured daily execution.

Customer Engagement

Trust-First AI for Enterprise CRM Engagement

Klika engineered an AI assistant designed to enhance existing workflows through conversational intelligence and automated account summaries.

Customer Engagement

High-Scale Omnichannel Customer Engagement

Klika deployed specialized engineering squads to work across five critical domains of the platform.

Customer Engagement

From Missed Nearby Visits to Optimized Day Plans

We cut planning time 60%, reaching 270+ field users across 20+ organizations in 90 days. Embedded route optimization transformed fragmented workflows into structured daily execution.

Customer Engagement