01 Internal · Gamache Média
From client conversations to a signed quote. Services, line items, and prices are pulled from client conversations. An application generates the PDF, manages e-signature, and moves the file forward in the CRM.
Notes and conversations → Quote → Signature → Client file
See what was put in place The situation Preparing a quote from the information already gathered, without rebuilding the document from scratch.
What was put in place Reading conversations, extracting line items and prices, flagging discrepancies, generating the PDF, and connecting it to e-signature and the client file.
The connected process The conversations are used to build the document. Checking for discrepancies, the signature, and the file's progress are all part of the same application.
See the solution 02 Law firm · South Shore of Montreal
An online answer. Then a lawyer takes over. A web assistant connected to the firm's content answers common questions. A lawyer can pick up the conversation directly in live chat.
Firm's content → Assistant → Conversation with a lawyer
See what was put in place The situation Connecting the site's answers to the firm's information and allowing a handoff to a person.
What was put in place Chatbot, live chat with human handoff, a tracking dashboard, and adaptation to legal terminology.
The handoff to a person The chatbot draws on the firm's content. A lawyer can pick up the conversation in live chat, with the context of the exchange.
See the solution 03 Door and window manufacturer
Requests reach the team's work tool. Call tracking and web forms were connected to task management. Contact details and dates are checked before job records are created.
Calls and forms → Verified information → Job records
See what was put in place The situation Bringing requests from calls and the website into the files the team needs.
What was put in place Phone number validation, reading dates in French, and creating job records in the task management tool, with no re-entry.
The information available Phone numbers and dates from requests are verified. Job records are then created in the tool used to organize the work.
See the solution 04 Crane and heavy equipment rental
A rental request becomes a task. The web form is connected to the operations software. Each rental request creates the matching task with the fields the team needs.
Form → Fields transferred → Operations task
See what was put in place The situation Passing the request from the website to the software used to run operations.
What was put in place Form connection, field mapping, and automatic creation of the task in the operations software.
The work transferred A request filled out on the website creates the matching task in the operations software, with the fields tied to the form.
See the solution 05 Retail and outdoor gear
A catalogue carried over with its variants. An e-commerce migration was carried out from a point-of-sale system. Custom tools handle inventory, variants, labels, and collections.
Point-of-sale system → Catalogue and variants → Online store
See what was put in place The situation Carrying over catalogue information and preparing it for use on the e-commerce platform.
What was put in place Data and processing tools for inventory, variants, labels, and collections as part of the migration.
The data carried over The custom tools handle inventory, variants, labels, and collections during the migration.
See the solution 06 Industrial equipment · Two brands
Product pages that answer the questions. Frequently asked questions were structured on product pages for AI answer engines. Competitor monitoring on social media was also automated.
Product pages → Structured questions · Competitors → Monitoring
See what was put in place The situation Better organizing product information and tracking competitors' communications.
What was put in place Frequently asked questions across all product pages and regular collection of competitive intelligence from social media.
The content organized Product pages now include structured frequently asked questions. The monitoring gathers competitors' communications from social media.
See the solution 07 Health and nutrition · Multiple accounts
Data brought together in a readable report. Monthly reports combine research and analytics data. They're delivered in a branded template rather than as a raw export.
Research data + Analytics → Branded report
See what was put in place The situation Bringing performance information together and presenting it consistently.
What was put in place Recurring production of reports combining research and analytics data in each account's template.
The document produced Research and analytics data are presented together in each account's template for the monthly report.
See the solution Reading revenue alongside the work delivered. A profitability tracker was built from a time-tracking tool. It brings together revenue, hours, and acquisition cost by client or by project.
Revenue + Time spent + Costs → Reading by client and project
See what was put in place The situation Bringing management information together instead of reviewing it separately.
What was put in place Reading profitability based on time spent, revenue, and acquisition cost.
The resulting view Revenue, time spent, and acquisition costs are brought together to compare work by client or by project.
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par Gamache Média