AI in your customer relationship strategy

Discover our value proposition for turning the promise of artificial intelligence into ROI across your customer strategy.

CRM & AI: from technology promise to a new business model

Today, artificial intelligence is everywhere. Software vendors keep rolling out spectacular demos and promising to multiply productivity in just a few clicks. Yet the real AI revolution is not about adding gimmicky new features: it profoundly reshapes companies’ business models, ways of working and governance. As every piece of software now ships with intelligent agents and pricing shifts from per-user to outcome-based models, how do you turn AI into a profitable, coherent and well-controlled lever for action?

At Synolia, we specialize in orchestrating digital projects and deploying CRM platforms (HubSpot, Zendesk, SugarAI, etc.). We help our customers get the most out of AI by combining strategy and technical expertise.

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Photo of Delphine from the CRM team

    Artificial intelligence

    AI doesn't just transform tools. It upends the company's business model.

    In their op-ed, our experts Mathieu Rivière and Delphine Schwartz explain why AI forces you to rethink the value, governance and business model of your enterprise software.

Your tools already include AI

Leading vendors now build AI agents and Copilot features natively into their products. The challenge for your company is no longer just buying these modules, but helping your teams understand what they can really achieve with the credits included.

AI in Zendesk

With the widespread rollout of Zendesk AI and autonomous agents (already central to how many customers work), the vendor aims to equip 100% of its users. AI agents resolve requests autonomously, while Copilot assists human agents in real time to speed up handling.

Want an audit of your Zendesk instance to bring in AI where it makes sense?
Contact us

AI in HubSpot

With Breeze AI, HubSpot is transforming sales and marketing management. AI agents qualify leads, write personalized content and automate meeting booking to free up high-value selling time.

Want an audit of your HubSpot instance to use AI where it makes sense?
Contact us

Our Lisa offering: extending intelligence across your entire information system

The agents built into Zendesk, HubSpot or Asana excel within their own application scope, but your company’s overall performance requires going further. That’s where Lisa comes in. While vendor AI works in silos, Lisa works across your entire information system.

  • Breaking down data silos:
    Lisa orchestrates data flows between your CRM, ERP, WMS and business tools.

  • End-to-end automation:
    It triggers complex actions that go beyond customer service or sales (e.g. checking stock, validating a financial condition in the ERP and updating the CRM).

  • Anti-Shadow AI:
    Lisa prevents a sprawl of redundant assistants and provides a unified, secure and governed orchestration layer.

Measuring AI ROI: define your KPIs with Synolia

How do you measure the success of your AI projects?

Return on investment can’t be defined by the people selling you the solutions. It’s up to you, with Synolia’s support, to set relevant indicators that reflect your economic reality.

Moving beyond the myth of “hours saved”

Reducing AI to headcount cuts or minor time savings is a mistake. Between integration, data quality, security and change management, implementation costs are real.

The real value of AI lies in expanding your capacity to act:

  • Absorb growth in activity or volume without a proportional rise in costs.
  • Extend your service hours or handle requests that previously went unanswered.
  • Speed up your sales cycles and improve customer satisfaction (NPS).

ROI must be set before deployment, based on your strategic priorities and your own operational KPIs.

 

Governance and method: managing AI as a strategic decision

Delegating a task to an intelligent agent isn’t a technical choice. It’s a business decision.

    Cross-functional governance

    IT, executive management, business teams, Finance and Legal must jointly decide who runs the agents, who controls quality and who owns the decisions the machine makes.

    Put people at the center

    AI imposed from the top breeds distrust. Involving teams in identifying use cases ensures successful adoption.

    Let go of the “finished project” myth

    An AI project doesn’t end on launch day. It is part of a continuous improvement cycle: test on well-defined scopes, adjust the data, fix errors and refine instructions over time.

    Ready to turn your intelligent CRM into a driver of business performance?

    Don’t let AI turn into runaway spending or a patchwork of siloed tools. Talk to our experts to audit your CRM ecosystem, optimize your AI credit usage and set up governance that fits your needs.

    Contact our experts
What is Synolia's vision for integrating AI into businesses?

For Synolia, AI is not about adding gimmicky features. Integrating it profoundly reshapes companies’ business models, ways of working and governance. Our role is to support you in orchestrating your digital projects and optimizing your CRM platforms (Zendesk, HubSpot, Aircall, etc.) so that AI becomes a profitable, coherent and well-controlled lever for action.

How is AI built into CRM solutions such as Zendesk and HubSpot?

CRM vendors now build AI features and autonomous agents natively into their platforms:

  • Zendesk: With Zendesk AI and its autonomous agents, the platform automatically resolves common requests, while Copilot assists human agents in real time to speed up handling.

  • HubSpot: With Breeze AI, HubSpot automates lead qualification, personalized content writing and meeting booking to free up selling time.

What is Lisa, and how does it differ from the AI built into CRMs?

While vendor AI (Zendesk, HubSpot, Asana, etc.) works in silos within its own application scope, Lisa is an offering developed by Synolia that works across your entire information system (IS):

  • Breaking down data silos: It orchestrates data flows between CRM, ERP, WMS and business tools.

  • End-to-end automation: It triggers complex actions that go beyond sales or customer service (e.g. stock checks, financial validation in the ERP and CRM updates).

  • Anti-Shadow AI: It prevents a sprawl of redundant assistants with a unified, secure and governed orchestration layer.

How can you effectively measure the return on investment (ROI) of an AI project?

ROI should not be defined by solution vendors. It should align with your real business priorities:

  • Move beyond the myth of “hours saved”: The real value of AI lies in expanding your capacity to act (e.g. absorbing higher volumes without raising costs, extending customer service hours, speeding up sales cycles or improving NPS).
  • Anticipate the real costs: Factor in integration, data quality, security and change management.
  • Set your KPIs up front: ROI must be established before deployment, based on your own operational KPIs.
How should you structure AI project governance in your company?

Delegating tasks to an intelligent agent is a strategic decision that rests on three pillars:

  1. Cross-functional governance: Involve IT, executive management, business teams, Finance and Legal to run the agents, control quality and frame automated decisions.
  2. People at the center: Bring business teams in from the start to identify use cases and avoid adoption roadblocks.
  3. Continuous improvement: Treat AI not as a fixed project but as a living cycle (test on a limited scope, adjust the data, fix and refine the instructions).
How do I start my project or audit my existing tools?

You can contact Synolia’s experts to audit your CRM ecosystem, optimize the use of the AI credits included in your tools and set up tailored governance that fits your needs.