SIFTA Online Workshop: Sales Made Simple. CRM Made Smart

On 26th September, we hosted an online workshop titled “Sales Process Automation and the Benefits of CRM Integration” for representatives of Polish loan funds, sales teams, and customer service professionals. The session was led by Kacper Rzosiński, an expert in UX design, digital transformation, and business process optimization.

What We Covered

The workshop explored how AI tools − such as GPT and Gemini − can streamline sales, customer service, and data analysis. Participants learned how to:

• Build a tailored CRM system using AI
• Improve client relationship management
• Better understand and define client needs

Hands-On Learning

Attendees engaged with real-world use cases, including:

• Automated document processing
• Email and communication templates
• Safe and effective use of AI in client-facing operations

Interactive exercises and best practice discussions made the session both practical and forward-looking.

We extend our sincere thanks to all participants for their active engagement and thoughtful contributions. Special appreciation goes to Kacper Rzosiński for sharing his expertise and insights.