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Integration with CRM Systems

The Caju  AI Mobile Communications App and Customer Engagement Platform integrates with various popular CRM platforms and other enterprise data source:

  • Integration with Salesforce: Caju AI integrates with Salesforce to enable CRM data access, notifications and provides record updates and customer insights sharing within Salesforce.

    

  • Integration with Veeva: Caju AI integrates with Veeva, enabling secure, compliant messaging between field teams and HCPs. This integration capture all field interactions within Veeva's CRM, ensuring compliance with regulatory requirements while enhancing customer engagement.  Additionally, Caju monitors Veeva call notes to flag potential compliance concerns while delivering conversation insights.

  • Integration with IQVIA: Caju AI integrates with IQVIA, enabling secure, compliant messaging between field teams and HCPs. This integration capture all field interactions within IQVIA’s CRM, ensuring compliance with regulatory requirements while enhancing customer engagement.

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  • Integration with other enterprise data:  Caju AI  integrates with other eneterprise data souces including  Snowflake to enrich customer engagement results based  on customer requirements. 

Caju AI supports a wide range of API-based integration options for ingesting data from CRM systems and other enterprise data sources to help sales and service teams keep customer communications seamless, organized and aligned with CRM activities in real time. 

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  • Automated Data Capture: automatically analyzes and extracts key information from customer interactions , ensuring that vital details like customer needs, preferences, and pain points are captured without manual input.

  • Improved Productivity: Caju AI reduces manual tasks like note-taking, data entry, and reporting, freeing up teams to focus on more strategic activities. Caju can automatically update CRM systems, ensuring data is always current.

  • CRM Data Enrichment: Enrich call summaries, employee performance metrics, customer dashboards, and sentiment analysis with CRM data and metadata integration.

  • Strategic CRM Insights: Leveraging Caju’s Gen AI capabilities to process mobile communications and CRM data, the aggregated information is now accessible for enterprise-wide search, delivering both granular details and broad organizational insights. 

Enrich and expand  CRM data

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As a Microsoft Teams technology integration partner, Caju AI delivers seamless and secure communication integration, allowing Teams users to connect effortlessly with clients across all Caju AI-supported messaging platforms.

Working with Microsoft Teams

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  • Native Teams Communications: Enable users to communicate directly from their native Teams chat interface with clients via their preferred mobile channels, such as WhatsApp, WeCom, SMS, Signal, Telegram, and voice.

  • Seamless user experience:  including the ability to connect for both 1:1/direct and group chat conversations. 

  • Boost team productivity: utilize Caju AI to capture, summarize, and analyze meeting notes for actionable recommendations and business insights.

  • Proactive Compliance: Protect your organization by securely capturing, archiving, and monitoring communications to detect compliance violations and prevent sensitive data loss.

Enable Employee-Client Communications

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As a technology integration and solution partner with Proofpoint, Caju delivers a robust API-based integration with the Proofpoint Intelligent Archiving and Compliance Platform that provides a complete end-to-end lifecycle management solution for digital communications governance.

Working with Proofpoint
Archiving and Compliance

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  • Seamless API-based integration of WhatsApp, WeCom, SMS, Signal, Telegram and voice communications channels into Proofpoint archiving & compliance.

 

  • Capture, retain, monitor & supervise all customer interactions on the Proofpoint archiving platform

  • Extend Caju’s capabilities for conversation intelligence and business analytics seamlessly into the Proofpoint ecosystem

  • Supervision - monitor over 200+ risks 

  • Security - Proofpoint security and Data Loss Prevention

Consolidate Mobile Channels for Enterprise-wide Compliance

Explore Enterprise Integration 

As a cloud-native customer engagement platform for mobile communications, Caju AI is built to effortlessly integrate with enterprise systems for digital compliance and governance, CRM solutions, and collaboration tools like Microsoft Teams. Discover how Caju’s enterprise integrations empower organizations to optimize workflows, maintain compliance, improve customer engagement, and extract valuable insights from communications—all within their current technology framework.

Working with CRM Systems

Industry Solutions

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Financial Services

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Life Sciences
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Enterprise
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Healthcare
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