Customer Relationship Management
Orchestrating Customer-Centric Growth with an Unbroken Data Thread
In today’s digital enterprise, your greatest growth barrier isn’t competition—it’s internal fragmentation. Disconnected customer data trapped in legacy CRM, ERP, and service systems creates a fractured view of your customer, leading to inaccurate forecasting, inefficient service, and impersonal engagements that erode loyalty and stifle revenue growth.
ACTIN Technologies re-architects CRM for the intelligent enterprise. We transform your customer-facing operations from a collection of siloed tools into a unified, AI-powered command center. By engineering a seamless digital thread from lead to renewal, we bridge the critical gap between front-office agility and back-office stability, ensuring every customer interaction is informed, personalized, and profitable.
Our Platform-First, Solution-Focused Approach
Expertise Across CRM Ecosystem
Sales & Service Cloud Implementation
End-to-end implementations configured for complex cycles, deeply embedding Salesforce Einstein AI for predictive opportunity scoring and automated case classification.
Salesforce Marketing Cloud (SFMC)
Orchestrate personalized, cross-channel customer journeys, creating a closed-loop system where engagement data directly informs sales and service interactions.
Salesforce Field Service
Optimize service logistics with intelligent dispatch and scheduling (ASO), generating predictive work orders by integrating with IoT platforms.
Salesforce Einstein Analytics
Embed AI-powered insights for proactive decision-making with composite models that combine CRM data with external sources like market data and IoT feeds.
Oracle Siebel & CX
Unleash the power of your robust transactional system with modern intelligence.
Siebel Modernization & Open UI
Reinvigorate your core with enterprise-scale Open UI transformations, replacing the legacy client with responsive, role-based HTML5 applications and embedding AI-powered assistants for natural language querying.
Siebel Field Service Optimization
Transform your mobile workforce with IoT-driven intelligence, enabling predictive service dispatch based on real-time asset telemetry and boosting first-time fix rates by 15%.
Siebel-to-Cloud Coexistence
Architect a phased, low-risk path to cloud innovation with hybrid architectures that leverage cloud capabilities while preserving Siebel as your transactional system of record.
ACTIN 360: Our Composable Platform for the Complex Enterprise
For unique business models or deeply fragmented IT landscapes.
Unified Customer Platform
Create a single source of truth by unifying data from CRM, ERP, web, and IoT, with built-in AI/ML models for data cleansing and enrichment.
AI Personalization Engine
Drive contextual, real-time engagement by leveraging the unified customer profile to power product recommendations and next-best-action prompts.
Lead-to-Revenue Orchestration
Automate your entire commercial engine using predictive analytics to score and route leads and AI-powered insights to guide quote configuration.
Our Full Spectrum of Services
We move beyond basic CRM configuration to offer a complete portfolio of services, engineered to build, integrate, and intelligently evolve your customer ecosystem.
Strategic Platform Implementation & Modernization
We don’t just install software; we architect a scalable digital core for customer-centricity.
Platform-Agnostic Strategy & Selection
A value-driven assessment to determine your optimal path: modernizing Oracle Siebel, a full-scale Salesforce transformation, or deploying our composable ACTIN 360 platform.
Enterprise -Grade Configuration
Implementation of enterprise-grade data models, security, and governance, pre-configured for global, multi-channel, and complex product environments.
Change Management as Standard
We engineer adoption from day one with role-based UX and persona-based workflow mapping to ensure maximum ROI.
Seamless Ecosystem Integration
A disconnected CRM is a cost center; an integrated CRM is your growth engine.
API-First Customer Data Hub
Architect the central nervous system for your customer data with connectors for SAP, Oracle ERP, PTC Windchill, and Siemens Teamcenter.
Business Process Orchestration
We move beyond data sync to trigger actionable workflows: a CRM quote checks real-time ERP inventory; a service case pulls the "as-designed" BOM from PLM.
Unified Customer Profile Engineering
Create a single, golden view of the customer by unifying transactional history, product usage, service interactions, and marketing engagement.
AI & Intelligent Automation
Infusing AI across the lifecycle to transform reactive processes into predictive profits.
ACTIN AI Hub
Our central AI service layer delivering predictive lead scoring, intelligent case classification, and prescriptive spare parts forecasting, embeddable into any platform.
Advanced Customer Analytics
Building AI-powered dashboards and custom models for prescriptive insights into churn, current ticket value, and service profitability.
Generative CRM Assistants
Deploying AI-powered assistants for natural language querying, automated document classification, and intelligent content generation.
Composable Development & Customization
Extending your platform’s value for unique differentiators, without the technical debt.
Upgrade-Safe Bolt-Ons
Sophisticated customizations using low-code platforms and our accelerator library to enhance native CRM for high-value, unique processes.
ACTIN 360 - The Composable Platform
For enterprises where, off-the-shelf solutions fall short. We build bespoke, API-first customer platform that unifies fragmented landscapes or create highly specific engagement capabilities.
Your platform's performance is our perpetual priority.
Extending your platform’s value for unique differentiators, without the technical debt.
Proactive Managed Support
Our "Plug n Play" expert model delivers 24/7 monitoring, tiered support, and proactive optimization to maintain 99.9% uptime and reduce TCO.
Continuous Value Road mapping
We partner with you to continuously identify and implement new features, AI interventions, and process optimizations to ensure your CRM ecosystem never stagnates.
Specialized Function Enablement
Transforming key business functions from artisanal to automated.
CPQ (Configure, Price, Quote) Automation
Accelerating complex selling with AI-guided selling and seamless ERP integration for impeccable quote accuracy.
Field Service Transformation
Optimizing mobile workforces with IoT-driven intelligence, predictive dispatch, and AR-powered work instructions.
Omnichannel Journey Orchestration
Designing and implementing "stateful" marketing and service journeys that react to customer behaviour.
How We Do It: The Intelligent Foundation Powering Your Platforms
Our platform success is powered by a foundational layer of integration and intelligence, engineered to create your unbroken data thread.
The Foundational Data & Intelligence Layer
Integration Hub
We architect a centralized Customer Data Hub that acts as the nervous system for all customer data. Our pre-built, connectors for SAP S/4HANA, Oracle EBS/Fusion, PTC Windchill, and Siemens Teamcenter ensure a seamless, real-time flow of information, accelerating time-to-value from your present rate.
AI & Predictive Analytics
Advanced AI/ML models for churn prediction, lead scoring, and lifetime value forecasting. Operationalized directly into CRM workflows, ensuring insights drive immediate action across sales, service, and marketing.
Core Business Function Automation
We weave your chosen platform into the fabric of your enterprise, orchestrating end-to-end processes.
Revenue & Sales Automation
• CPQ (Configure, Price, Quote) Automation: Accelerate complex selling with AI-guided selling that recommends optimal configurations and upsell opportunities.
• Sales Performance & Forecasting: Illuminate your pipeline with predictive forecasting models that factor in win rates, deal velocity, and market signals.
Service & Field Operations
• Omnichannel Service Management: Unify the service experience with integrated platforms and AI-powered chatbots that handle routine inquiries.
• AI-Powered Self-Service: Deflect costs and empower customers with intelligent self-service portals that use NLP to perform Q&A on complex product documentation, deflecting up to 40% of routine calls.
Marketing Automation & Personalization
Cross-Channel Journey Orchestration: Design "stateful" customer journeys that react to behaviour in real-time, using AI-driven content selection and send-time optimization to maximize engagement.
Quantifiable Outcomes
The Bottom-Line Impact
1.
Elevate Revenue Velocity & Service Efficiency
Increase field technician productivity by 20% and first-time fix rates by 20%.
2.
Drive Personalized Growth
Increase marketing campaign ROI and customer lifetime value (LTV) by 15%.
3.
Ensure Operational Alignment
Achieve a 30% reduction in manual data reconciliation between sales, service, and finance.
The ACTIN Advantage
Proven Enterprise DNA
15+ years and 200+ enterprise implementations across manufacturing and BFSI.
AI at the Core
45+ AI interventions delivering measurable productivity gains across CRM, ERP, and PLM.
Accelerated Value
Pre-built integration accelerators and industry-specific process libraries that reduce implementation time by 40%.
Guaranteed Outcomes
A proven track record of 30% faster quote-to-cash cycles and 25% service productivity gains.
