Artificial Intelligence Consulting

Use AI for your marketing and sales.

Free consultation

Our competencies in AI consulting

Inspiration

We build know-how in your team and company sustainably and show your employees the potential AI offers for marketing and sales.

Consulting

A central building block for using AI is the critical evaluation of existing processes as well as data acquisition, structure and analysis, in order to use AI successfully in the company.

AI Implementation

We work with several partners to implement the AI applications that are optimal in each case. We are technology-agnostic, as long as customer value is increased significantly.

Our AI consulting helps companies reinvent their marketing and sales from the ground up — and achieve sustainable growth and profit increases. Our goal is to position companies more efficiently and distinctively in the market through the use of artificial intelligence. We offer individual solutions optimally tailored to our clients' needs.

We achieve this by combining the foresight and precision of data and technology with the creativity and understanding of people. The result? A source of competitive advantage that changes the way customer-relationship management is built. Our approach always focuses on real-world impact. Building on our strong data, sales, pricing and CRM-technology competency, we combine powerful AI with profound strategic thinking and expertise to help our clients optimise their customer-relationship management.

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Discover potential

Successfully kicking off artificial intelligence
We create a sound understanding of AI in your organisation, identify relevant areas of application early, and support you in building a future-proof data infrastructure — including technology selection and suitable partners.

Enable growth

From the idea to a scalable AI solution
We ensure that productive and value-creating applications emerge from initial prototypes. We support you in building a holistic AI strategy, integrating projects, building high-performing AI teams and adapting your organisational structures for sustainable success.

Drive integration

AI as a strategic growth driver
We optimise your AI activities holistically and support you in firmly anchoring data science and artificial intelligence in your business processes — as a central success factor and driver of sustainable value creation.

Our CRM competencies

We develop a clear CRM strategy aligned to your business goals. Together we define goals and KPIs, analyse the customer journey, and create a sustainable roadmap as the strategic foundation for your CRM.

We support you in selecting the right CRM system. Through a structured requirements analysis, an assessment of functionality and usability, and a sound cost-benefit analysis, we ensure the solution fits your company optimally.

We support you with the technical integration and individual configuration of your CRM system. From data migration and customising to training, we ensure a smooth roll-out and sustainable use.

We optimise and automate your sales, marketing and service processes. With data-driven approaches and AI-supported solutions, we increase the efficiency, transparency and quality of your customer interactions.

AI consulting services

Identifying relevant AI use cases
We help you identify, evaluate, prioritise and concretely shape suitable use cases for data and artificial intelligence.
Developing high-performance data architectures
We support you in designing, reviewing and efficiently implementing a suitable data architecture — so you can make optimal use of your data.
Finding and introducing the right tools and technologies
Our experts support you in analysing, selecting and successfully implementing technologies and tools in the field of data and artificial intelligence.
Fostering a company-wide data culture
We help you anchor a data-driven mindset in your company and to sensitise and motivate your employees to handle data in a value-creating way.
Developing a strategic direction for data and AI
With our proven strategy framework, we analyse your starting situation, jointly develop a clear target vision and create a concrete roadmap for the successful use of data and artificial intelligence.
Building a high-performing AI organisation
We support you in creating suitable structures, processes and roles so that your teams can develop and implement AI solutions efficiently and effectively.
Supporting change processes in the AI context
Our AI experts support you in introducing new solutions, optimising processes and structures, and reducing uncertainty and resistance within the company.
Introducing effective governance structures
We support you in building policies and control mechanisms to ensure the quality of your data, minimise the risks of AI applications and meet regulatory requirements.
Scaling AI solutions
We support you in rolling out successfully developed AI applications at a larger scale within the company — for sustainable impact and measurable business success.
End-to-end AI: intelligent automation from start to finish
With end-to-end AI, entire workflows can be automated by a single, continuous AI system — for example, in handling customer enquiries. From the first interaction to delivering the solution, the AI handles all steps autonomously. This not only saves time but also reduces manual errors. At the same time, the demands on the transparency and reliability of AI-based decisions increase. By deploying AI specifically to improve processes, companies gain new freedom: you can relieve your teams, act faster and significantly improve customer service. AI also shows its potential in analysis. With intelligent data processing, target groups can be better understood, markets assessed more precisely and offerings individualised more strongly. Companies that use such technologies are able to tailor their offerings even more precisely to their customers' wishes.

How we work together, built on trust

Analysing your starting situation
Customer-relationship concept
Selecting CRM software
Implementation

Analysing your starting situation

Based on our DTC consulting approach, your existing customer-relationship-management concept is analysed in a first step. Through conversations and workshops, an overall overview is created of the intended customer-relationship management, the objectives, the users' competencies, the technical infrastructure and the existing budget.

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Customer-relationship concept

Based on the jointly developed overall overview, customer-relationship management is adapted. Growth goals are defined for improving customer acquisition and increasing customer value. Efficiency goals are also determined, based on the possibilities for automating processes. The current AI support options are likewise critically examined for their added value. Finally, a roadmap for implementation is created.

Selecting CRM software

The overall overview and the customer-relationship concept serve as the basis for selecting the optimal CRM software. Here, a marketing-automation software, or the use of two different systems, may be optimal for you. Whatever it is, our team connects your applications with one another, giving you an individual solution approach.

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Implementation

As part of the implementation, we secure the technical integration for you. A central element is the optimal configuration, especially regarding the customer data fields. It's also important to establish the most powerful automation possible. We also take care of training your employees. Our extensive experience in sales, Sales Excellence and training supports your employees' successful use of the chosen applications.

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CustomersX is a Swiss B2B management consultancy specialising in CRM, pricing and sales. We work with mid-sized companies that want to grow profitably — with clear focus, real data and measurable results. No standard framework. No theory. Only what actually works in your company.

We identify where you're losing revenue — and build the commercial infrastructure to win it back. Whether it's CRM logic, pricing architecture or sales performance, we work directly with your data and processes. The result is growth that is measurable and repeatable.