{"id":1382,"date":"2026-10-01T14:20:14","date_gmt":"2026-10-01T12:20:14","guid":{"rendered":"https:\/\/newsite.provalida.de\/?page_id=1382"},"modified":"2026-10-05T20:16:07","modified_gmt":"2026-10-05T18:16:07","slug":"automatisierung-ki","status":"publish","type":"page","link":"https:\/\/www.provalida.de\/en\/integration\/automatisierung-ki\/","title":{"rendered":"Automation & AI"},"content":{"rendered":"
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Automation & AI<\/h1>\n\t\t\t\t\t

Less routine. More time for customers.<\/p>\n\t\t\t\t\t

We automate recurring processes with Microsoft Power Automate and use the AI in SugarAI where it really takes work off your team's plate.<\/p>\n\t\t\t\t\t\n\tView use cases\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n

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Our tools<\/p>\n\t\t\t\t\t

Two tools that take work off your hands.<\/h2>\n\t\t\t\t\t

We rely on platforms that fit into your existing systems. No more isolated tools, but automation where your team already works.<\/p>\n\t\t\n<\/div>\n

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Automation<\/p>\n\t\t\t\t\t

Microsoft Power Automate<\/h3>\n\t\t\t\t\t

Automate processes between Microsoft 365, Dynamics 365, Teams, SharePoint and your specialist systems: approvals, notifications and data transfers run in the background.<\/p>\n\t\t\t\t\t

\n\t\tMore about Microsoft \u2192\n\t<\/a><\/p>\n\t\t\n<\/div>\n

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Artificial intelligence<\/p>\n\t\t\t\t\t

SugarAI<\/h3>\n\t\t\t\t\t

AI directly in the CRM: deal forecasts, summaries of customer histories and suggestions for the next step. No exporting data to third-party tools.<\/p>\n\t\t\t\t\t

\n\t\tMore about SugarAI \u2192\n\t<\/a><\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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Use cases<\/p>\n\t\t\t\t\t

What this means day to day.<\/h2>\n\t\t\n<\/div>\n
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Power Automate<\/p>\n\t\t\t\t\t

Approvals without inbox overload<\/h3>\n\t\t\t\t\t

Quotes, discounts or orders go automatically to the right person and are approved directly in Teams.<\/p>\n\t\t\n<\/div>\n

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Power Automate<\/p>\n\t\t\t\t\t

New enquiry, straight into the CRM<\/h3>\n\t\t\t\t\t

Enquiries from forms or emails land in the CRM automatically, including a task for sales.<\/p>\n\t\t\n<\/div>\n

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Power Automate<\/p>\n\t\t\t\t\t

Documents in the right place<\/h3>\n\t\t\t\t\t

Contracts and quotes are automatically filed in SharePoint and assigned to the right customer.<\/p>\n\t\t\n<\/div>\n

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SugarAI<\/p>\n\t\t\t\t\t

The right leads first<\/h3>\n\t\t\t\t\t

AI scores leads and opportunities so your sales team can focus on the most promising ones.<\/p>\n\t\t\n<\/div>\n

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SugarAI<\/p>\n\t\t\t\t\t

Customer history in seconds<\/h3>\n\t\t\t\t\t

Summaries of emails, meetings and notes instead of lengthy scrolling before the next conversation.<\/p>\n\t\t\n<\/div>\n

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SugarAI<\/p>\n\t\t\t\t\t

Forecasts you can rely on<\/h3>\n\t\t\t\t\t

Win probabilities and forecasts based on your real sales data instead of gut feeling.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/section>\n

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Approach<\/p>\n\t\t\t\t\t

From use case to deployment.<\/h2>\n\t\t\t\t\t

We start with your processes, not with the software. Together, we find what pays off first and implement it in your existing systems.<\/p>\n\t\t\n<\/div>\n

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Process analysis<\/p>\n\t\t\t\t\t

We map your processes and identify the biggest time wasters.<\/p>\n\t\t\n<\/div>\n

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Concept<\/p>\n\t\t\t\t\t

We define rules, triggers and responsibilities for each workflow.<\/p>\n\t\t\n<\/div>\n

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Implementation<\/p>\n\t\t\t\t\t

We automate the workflows in your systems and connect them via interfaces.<\/p>\n\t\t\n<\/div>\n

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Testing & rollout<\/p>\n\t\t\t\t\t

We test together with your team and introduce the workflows step by step.<\/p>\n\t\t\n<\/div>\n

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Optimisation<\/p>\n\t\t\t\t\t

We measure the impact and continuously develop your workflows further.<\/p>\n\t\t\n<\/div>\n\n<\/div>\n\t\t\t\n\tDiscuss a use case\n<\/a>\n\t\t\n<\/div>\n\n<\/section>\n

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White paper<\/p>\n\t\t\t\t\t

Less
routine,
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Free white paper<\/p>\n\t\t\t\t\t

Knowledge to
take away.<\/h2>\n\t\t\t\t\t

\u2713 Which processes pay off first
\u2713 Where AI really helps in the CRM
\u2713 Checklist for your automation project<\/p>\n\t\t\n<\/div>\n\n<\/div>\n

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Request the white paper<\/h3>\n\t\t
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