AI Systems · Field Note II

AI-integrated CRM for an intelligence-sector client

Account-level intelligence for a business selling into law enforcement, government, and financial institutions. Architecture draws on public data sources (Companies House, Google Custom Search, contract-award feeds) and private signals, written back into Salesforce with composite risk scoring and churn prediction.

Outcome

Live implementation programme; ICP-specific enrichment replaces a prior mis-configured pipeline aimed at the wrong vertical.

Stack

Salesforce · n8n · Companies House · Google Custom Search · Azure OpenAI

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