• Agent Success Value Plan

Improving Decisions with Agentic AI

Agent Success Value Plan

The Agent Success Value Plan (ASVP) is a comprehensive success plan, leveraging agentic AI-led decision intelligence techniques to streamline processes, minimize decision-making bottlenecks, and respond rapidly to new information or market shifts.

Decision Pillars

Strategy & Business Alignment

Identifying high-impact use cases, embedding AI into workflows, and defining measurable success metrics

Agent Capabilities & Architecture

Building a knowledge-rich system, enabling AI efficiency, and fostering multi-agent collaboration

Agent Autonomy & Governance

Implementing compliance frameworks, ensuring decision transparency, and balancing human oversight

Monitoring & Continuous Improvement

Enhancing AI performance through analytics, feedback, and real-time optimizations

Your Decisions Drive
Your Business

Ready-to-use agent actions & templates

Sales Assistant Agent

Real-time coaching, personalized recommendations, and best practices to help sales teams optimize engagement and close deals with confidence.

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Bid Assistant Agent

Streamlines RFP responses, DDQs, and proposal creation—leveraging AI to search past proposals, extract key insights, and generate impactful first drafts in minutes.

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Volunteer Management Agent

Automates volunteer registration,
onboarding, and engagement—helping nonprofits scale efficiently while enhancing the volunteer experience.

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Student Counseling Agent

Personalized support for eligibility checks, financial aid, application processing, and orientation—ensuring a smooth and informed academic journey.

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Care Assistant Agent

Real-time assistance for symptom
assessment, appointment scheduling, and medical data analysis—ensuring faster decisions and seamless patient experiences.

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Build Your AI Agents

Build an AI agent that fits your business—intelligent,
efficient, and fully customizable.

Drive Intelligent Automation with Agentic AI

Accelerate Decision Intelligence

Leverage AI-driven insights to make faster, data-backed decisions.

Enhance Customer & Employee Experience

Deploy AI Agents for personalized customer interactions and efficient internal operations.

Seamless Integration with Salesforce & CRM Systems

Ensure frictionless AI adoption within your existing Salesforce ecosystem.

Reduce Operational Costs

Automate repetitive tasks, optimize workflows and boost productivity.

Enterprise-Grade Security & Compliance

Maintain regulatory compliance with built-in governance and risk management.

A Simple, Scalable Approach to Agentforce AI

Identify Use Cases

Start small with a clear, well-defined AI use case.

Set Success Metrics

Establish measurable KPIs to track AI performance.

Implement & Monitor

Deploy AI Agents, analyze real-world impact, and refine continuously.

Scale with Confidence

Expand AI capabilities across departments and workflows.

AI Agents That Redefine Business Efficiency

We have developed a diverse range of AI-powered Agents designed to enhance efficiency, decision-making, and user experience across industries.

Start Your AI Transformation Today

With CRMIT’s Agent Success Value Plan (ASVP), you gain access to expert guidance, seamless implementation, and AI-driven decision transformation.

Take the first step toward AI-powered success!

Insights

Transform and optimize the heartbeat of your operations, systems and product development to reduce costs and facilitate growth.

Other Solutions

Delivering domain expertise and technology-driven offerings to help you turn digital challenges into opportunities.

Cloud Integration

Enhance decision support, unlock insights, and breakdown silos

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Data Cloud

Optimize customer data for deeper insights and smarter engagement.

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ABHA Integrations Service

Where Technology Meets Compassionate Health Decisions

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Decision intelligence matched with customer success

We put people first—our team, our clients, and our community. With the right technology, talent, and strategy, we deliver real results that drive success.

1500

Successful Customers Engagements

4.9

Customer
Satisfaction

350

Decision Science
Consultants

21

Years Of
Customer Success

Rewards and Recognition