Hello I'm trying to find a means to analyze critical sales documentation and call notes. I wish to link a document that I upload to a deal in the CRM. After the deal is completed, it's either submitted as a Word document or a PDF, and I can use an AI algorithm to extract the important words. Name, affiliations, earnings, and rivals. For instance, in the CRM, enter deal 1 if I have a contract. They provide me with a lot of information throughout our meeting, which I record in a document. I want to upload the document, apply the algorithm, and have the data pulled into the appropriate CRM areas.
...read more