Supercharge Your SMB with AI-Driven Customer Engagement in Microsoft Teams

Solgari and RapidStart CRM have joined forces to create a powerful integration that seamlessly connects all customer communication data from the Solgari app into the RapidStart CRM platform, delivering AI-powered insights and automation to enhance customer engagement.

Solgari, a cloud-based contact center and communication solution, natively integrates with Microsoft ecosystems, including Microsoft Teams and Dynamics 365, and extends its capabilities to RapidStart CRM, a user-friendly, cloud-based CRM built on the Microsoft Power Platform.

Designed for small to medium-sized businesses, RapidStart CRM offers a scalable and customizable solution, and when paired with Solgari’s omnichannel communication tools, it enables businesses to capture, manage, and analyze customer interactions across channels like voice, SMS, email, social media, and AI chatbots, all within a unified CRM environment.

Synchronizing CRM and Communications

The integration works by syncing real-time communication data from Solgari’s platform directly into RapidStart CRM, creating a centralized 360-degree view of customer interactions.

Solgari’s AI Copilot, powered by Microsoft Azure Open AI Service, generates transcriptions, conversation summaries, and sentiment analysis for every customer touchpoint, enriching RapidStart CRM’s customer profiles with actionable insights.

For example, sentiment analysis helps businesses gauge customer satisfaction, while conversation summaries reduce manual note-taking, allowing teams to focus on building relationships. This seamless data flow eliminates silos, ensuring that all interactions, whether through phone calls, WhatsApp, or email, are logged and accessible within RapidStart CRM for a comprehensive understanding of customer needs.

AI Automation

Automation is a cornerstone of this partnership, streamlining workflows and boosting efficiency. Solgari’s AI capabilities, such as intelligent routing and automated categorization of inquiries, work in tandem with RapidStart CRM’s automation features to handle repetitive tasks like updating records, prioritizing leads, and triggering follow-up actions.

This reduces manual effort, enabling agents to focus on high-value activities like personalized customer outreach. The integration also supports rapid deployment, often configured within hours via Microsoft Azure, making it accessible for businesses of all sizes. Its scalability ensures it can adapt to growing communication volumes or additional features, providing a future-proof solution for evolving business needs.

Operating within the secure Microsoft Cloud environment, the integration ensures compliance with standards like GDPR, PCI DSS, and MiFID II, with Solgari’s military-grade encryption safeguarding customer data. This combination of security and functionality delivers significant benefits, including enhanced customer insights, improved productivity, and a superior customer experience.

Businesses can leverage AI-driven predictive analytics and sentiment data to personalize marketing, prioritize high-potential leads, and identify churn risks. Real-time dashboards from Solgari provide visibility into call volumes and agent performance, which integrate seamlessly into RapidStart CRM for unified reporting and analytics, empowering data-driven decision-making.

Powerful Partnership

The Solgari-RapidStart CRM integration is particularly valuable for customer service, sales, and marketing teams. Agents can access real-time conversation summaries and sentiment analysis within RapidStart CRM, enabling faster, more informed responses to customer issues. Sales teams benefit from enriched lead scoring and personalized outreach capabilities, while marketing teams can use the consolidated data to target campaigns effectively.

By combining Solgari’s advanced communication tools with RapidStart CRM’s simplicity and affordability, this partnership offers a cost-effective, cloud-based solution that eliminates the need for costly infrastructure. For businesses seeking to enhance customer relationships and streamline operations, this integration provides a powerful, AI-driven platform within a trusted ecosystem.