Describe the current process before comparing features. Identify who uses the system, what information enters it, and how improvement will be measured.
Turn guidance into a usable next step.
Use this guide to understand the practical workflow, the key decisions behind it, and the next action your team can take.
Select by business problem
Use company profiles for prospect research, CRM for customer collaboration, the email agent for inbox-led sales work, project issues for delivery collaboration, and the three vehicle applications for store operations.
Cloud or private deployment
Start with cloud delivery for standardized pilots. Assess private deployment when network boundaries, identity integration, audit, or data policy require it.
Run a measurable pilot
Choose a workflow that can show results in two to four weeks, assign owners, prepare representative data, and compare time, completeness, and adoption with the old process.
Select by business problem
Use company profiles for prospect research, CRM for customer collaboration, the email agent for inbox-led sales work, project issues for delivery collaboration, and the three vehicle applications for store operations.
Cloud or private deployment
Start with cloud delivery for standardized pilots. Assess private deployment when network boundaries, identity integration, audit, or data policy require it.
Run a measurable pilot
Choose a workflow that can show results in two to four weeks, assign owners, prepare representative data, and compare time, completeness, and adoption with the old process.