Process · CRM & AI
Value proposition
We help our clients move from a sprawl of tools and data to a customer-centric organization — one capable of activating the right information, at the right moment, in the right channel, with AI agents designed to assist, orchestrate, and accelerate operations without losing control.
The consulting firm
Define the vision, priorities, and governance
We structure your Data, CRM, and AI trajectory, prioritize use cases, and establish a solid governance framework.
“We wanted a company that excels in its craft, without ever sacrificing humanity to get there. 15 years later, that still guides our choices.”
Founders of KPC
From strategic scoping to AI agents in production, we cover the full chain — never isolating AI in a proof-of-concept bubble.
01.
Strategic advice
Scope · prioritize
We frame your Data, CRM, and AI trajectory based on your business, marketing, and customer relationship challenges, using a progressive, prioritized, and realistic approach.
▸ Data, CRM, and AI maturity assessment
▸ CRM, CDP, and Marketing Automation roadmap
▸ Prioritization of AI and agentic use cases
▸ Data governance, consents, and usage framework
NEW
02.
Integration & Activation
Connect · activate
We design and deploy the technical foundations that enable AI to leverage your data assets and produce concrete results in your operations.
▸ Salesforce integration and structuring of CRM objects
▸ Salesforce Data Cloud or imagino CDP
▸ Zero-copy source connection, workflow orchestration
▸ Marketing Automation and personalization scenarios
03.
AI & business agentic
Augment · supervise
We design AI use cases tied to data, segments, and business workflows, so AI is embedded in teams' actual day-to-day work.
▸ AI agents for qualification, segmentation, and recommendations
▸ CRM, marketing, service, or fundraising assistants
▸ Campaign creation support, targeting, and analysis
▸ Supervision, validation, and continuous improvement
Our approach
A four-step method for turning a data asset into an AI solution that actually gets adopted.
01.
Structure
Define the vision
02.
Activate
Support the business
We turn this foundation into concrete use cases: segmentation, personalization, journey automation, campaign management, scoring, or re-engagement.
03.
Augment
Secure
We layer in AI and agentic capabilities to help teams move faster, target more precisely, and make better decisions — while maintaining clear governance.
04.
Adopt
Drive adoption
We lead change management: training, governance rituals, KPIs, and continuous improvement. A solid AI solution is as much a business transformation as it is a technology project.
The AI layer, operated
Use cases
Mid-market and non-profit: one approach, tailored to your needs.
One shared approach — unify the data, streamline journeys, augment teams with AI — adapted to your specific context.
For mid-market companies
Unify customer data and activate AI to streamline and enhance journeys
KPC helps mid-market companies unify customer data, streamline journeys, and improve coordination across marketing, sales, and service — built on a Salesforce, CDP, and automation foundation.
▸ Intelligent qualification of leads and requests to augment users
▸ Dynamic segmentation and omnichannel activation
▸ Automated outreach based on data context, behavior, propensity, or lifecycle stage
▸ AI assistants to suggest responses, analyze campaigns, weak signals, and opportunities
For non-profits
Strengthen donor relationships
and engagement
KPC applies the same logic to non-profit organizations, with a focus on donor relationships, community engagement, and data quality in often-constrained environments.
▸ Reactivating lapsed donors or members
▸ Personalizing journeys based on engagement and preferences
▸ Automating fundraising and mobilization campaigns
▸ Unified view of interactions to better track impact
KPC translates a CRM, digital, or relational ambition into architecture, data flows, configuration, and operational adoption. Our value is not just deploying tools — it's making them coherent with each other, useful for teams, and robust enough to onboard AI without creating technical debt.
Cross-disciplinary expertise
Data, CRM, CDP, and Marketing Automation combined within a single team, serving a coherent trajectory.
Mastery of platforms
A mastery of cloud data platform environments (GCP, Snowflake, Databricks...) and Salesforce or imagino, for data activation in CRM journeys.
User-oriented AI
A pragmatic approach to AI, oriented towards use cases and governance, never the gimmick.
Mid-market & non-profit
A tailored expertise — where value is as much about execution as it is about the clarity of the scoping.
Proof by example
Real cases, anonymized until permission to name has been obtained.
Unified Salesforce CRM foundation
CDP and real-time segmentation
Enhanced donor relations
CRM Assistant in production
