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What you’ll get out of this

  • Pricing Intelligence: Optimize margins based on real market data
  • Credit Intelligence: Smart limits that prevent bad debt
  • Data Intelligence: Clean records and better business insights
  • Training Intelligence: Get up to speed fast with personalized guidance

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Pricing Intelligence

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Market Analysis

AI analyzes market conditions to suggest optimal pricing:
  • Competitive pricing: How your prices compare to market rates
  • Demand patterns: When demand is high or low for your products
  • Seasonal trends: How prices vary throughout the year
  • Customer segments: Different pricing for different customer types
Pricing Intelligence Dashboard
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Profit Optimization

Get suggestions to maximize your profits:
  • Margin analysis: Which products have the best margins
  • Price elasticity: How price changes affect demand
  • Bundle opportunities: Products that sell well together
  • Discount strategies: When and how much to discount
Pricing intelligence helps you find the sweet spot between competitive pricing and maximum profit.
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Dynamic Pricing

Adjust prices based on real-time factors:
  • Inventory levels: Higher prices when stock is low
  • Customer history: Personalized pricing for loyal customers
  • Market conditions: Adjust for economic factors
  • Competition: Respond to competitor price changes
Dynamic pricing helps you stay competitive while maximizing revenue from each sale.

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Credit Intelligence

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Risk Assessment

AI evaluates customer creditworthiness:
  • Payment history: How consistently they pay on time
  • Transaction patterns: Spending and payment behavior
  • Business relationship: Length and quality of relationship
  • External factors: Market conditions and industry trends
Credit intelligence provides recommendations, but you always make the final decision about credit limits.
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Smart Credit Limits

Get AI recommendations for credit limits:
  • Conservative approach: Lower risk, smaller limits
  • Balanced approach: Moderate risk and opportunity
  • Aggressive approach: Higher risk, larger limits
  • Custom limits: Override AI when you have better information
Credit Intelligence Interface
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Collection Optimization

Improve your collection success:
  • Payment predictions: Likelihood of on-time payment
  • Optimal timing: Best times to send payment reminders
  • Collection strategies: Which approaches work best for each customer
  • Risk factors: What might affect payment ability
Credit intelligence helps you minimize bad debt while maintaining good customer relationships.

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Data Intelligence

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Customer Insights

Understand your customers better:
  • Behavior patterns: How customers interact with your business
  • Purchase preferences: What products and services they prefer
  • Payment habits: How and when they typically pay
  • Loyalty indicators: Which customers are most valuable
Data intelligence helps you provide better service and identify growth opportunities.
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Business Analytics

Get insights into your business performance:
  • Sales trends: How your business is growing or changing
  • Product performance: Which products are most profitable
  • Customer segments: Different types of customers and their needs
  • Seasonal patterns: How your business varies throughout the year
Data Intelligence Dashboard
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Predictive Analytics

Forecast future business trends:
  • Sales forecasting: Predict future sales based on historical data
  • Customer churn: Identify customers at risk of leaving
  • Growth opportunities: Spot trends that could benefit your business
  • Risk management: Identify potential problems before they occur
Predictive analytics help you make proactive decisions and stay ahead of trends.

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Training Intelligence

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Personalized Onboarding

Get customized guidance based on your business:
  • Feature recommendations: Which features are most relevant to you
  • Workflow suggestions: How to set up processes that work for your business
  • Best practices: Industry-specific tips and strategies
  • Common pitfalls: What to avoid based on similar businesses
Training intelligence adapts to your business type and helps you get the most from DeelRx CRM.
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Feature Discovery

Learn about features you might not know about:
  • Hidden features: Advanced capabilities you haven’t discovered
  • Integration opportunities: How to connect with other tools
  • Automation options: Ways to save time with automated processes
  • Customization possibilities: How to tailor the system to your needs
Training Intelligence Interface
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Continuous Learning

Keep improving your use of the system:
  • Usage analytics: How you’re using different features
  • Efficiency tips: Ways to work faster and more effectively
  • New feature alerts: Notifications about updates and new capabilities
  • Skill development: Progressive learning paths for advanced features
Training intelligence helps you grow with the system and continuously improve your business processes.

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Privacy and AI

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Data Privacy

AI respects your privacy settings:
  • Minimal data: AI works with only the data you choose to share
  • Local processing: Some AI analysis happens on your device
  • Encrypted insights: AI recommendations are encrypted and secure
  • No data sharing: AI never shares your data with third parties
AI features are designed to respect your privacy. You control what data is used for AI analysis.
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Transparent AI

Understand how AI makes recommendations:
  • Explanation: Why AI suggests specific actions
  • Confidence levels: How certain AI is about its recommendations
  • Alternative options: Other approaches you might consider
  • Learning feedback: Help AI improve by providing feedback
Transparent AI helps you understand and trust the recommendations you receive.
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Human Oversight

You’re always in control:
  • Override AI: You can always ignore or override AI recommendations
  • Custom rules: Set your own rules that take precedence over AI
  • Learning control: Choose what AI learns from your data
  • Disable features: Turn off AI features you don’t want to use
AI is a tool to help you make better decisions, not to replace your judgment.

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Best Practices

Begin with basic AI features and gradually explore more advanced capabilities as you become comfortable with the system.
Help AI improve by providing feedback on recommendations. The more you interact with AI features, the better they become.
Keep up with AI feature updates and new capabilities. Training intelligence will notify you of new features you might find useful.
Use AI recommendations as a starting point, but always apply your own judgment and business knowledge to make final decisions.

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Troubleshooting

AI learns from your data. If recommendations seem off, check that you have enough data for AI to work with, and consider providing feedback to help it improve.
Make sure AI features are enabled in your settings. Some features require a minimum amount of data to work effectively.
Review your privacy settings to control what data AI can access. You can disable AI features entirely if you prefer.
Use the training intelligence feature to get personalized guidance, or contact support for assistance with specific AI capabilities.