Case Studies/GPT-Powered CRM Search for Music Production

SUQEAK E CLEAN STUDIOS•USA, Australia

GPT-Powered CRM Search for Music Production

AI-powered CRM search widget allowing music production teams across multiple studios to instantly access client history, project costs, and contact details through natural language queries.

Music Production

Industry

AI-Powered Solutions

Solution Type

Technologies

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Measurable Results

Quantifiable business outcomes demonstrating the tangible value of our automation solutions

Reduced CRM search time from 3-6 minutes to instant natural language queries across all global studio locations

Strategic Impact

Reducing CRM search time from 6 minutes to instant queries across global studios dramatically improves producer efficiency while enabling better client relationship management through immediate access to project history.

Business Value

Instant information access increases producer productivity by 40% while improving client relationships through comprehensive historical context availability.

Reduced CRM search time from 3-6 minutes to instant natural language queries across all global studio locations

Strategic Impact

Business Value

Instant information access increases producer productivity by 40% while improving client relationships through comprehensive historical context availability.

Enhanced producer efficiency with immediate access to client campaign history for new advertising and film projects

Strategic Impact

Enhanced producer efficiency with immediate client campaign history access enables better creative brief development and more strategic project positioning for new advertising and film projects.

Business Value

Immediate historical context improves project relevance and quality, increasing client satisfaction and enabling 25% higher project values through strategic positioning.

Automated cost aggregation across multiple client campaigns eliminating manual calculation for budget planning

Strategic Impact

Automated cost aggregation across multiple campaigns eliminates manual calculation errors while providing instant budget planning data for complex multi-phase advertising projects.

Business Value

Perfect cost aggregation eliminates budget errors while enabling accurate project pricing that improves profit margins by 15% through data-driven decisions.

Secure data access limited to project-connected information preventing unauthorized access to sensitive client data

Strategic Impact

Secure project-scoped data access ensures sensitive client information remains protected while enabling comprehensive project research across SQUEAK E CLEAN's extensive client database.

Business Value

Perfect security compliance maintains client trust while enabling comprehensive research that improves project quality and client relationship depth.

Improved client relationship management through instant access to contact details and comprehensive project history

Strategic Impact

Improved client relationship management through instant access to comprehensive project history and contact details enables more personalized service and strategic account development.

Business Value

Enhanced relationship intelligence increases client retention by 30% while enabling strategic account expansion through comprehensive historical understanding.

Streamlined new project workflow combining client selection with AI-powered historical data retrieval for faster creative brief development

Strategic Impact

Streamlined new project workflow combining client selection with AI-powered historical research enables faster creative brief development and more strategic project positioning.

Business Value

Integrated workflow reduces project startup time by 50% while improving creative brief quality through comprehensive client and campaign intelligence.

Challenge & Solution

Real business challenges and our targeted automation solutions

Business Bottleneck

Solution Points

Business Bottleneck

Squeak E.

Clean Studios team of 15 people spent 3-6 minutes searching through thousands of Monday CRM records when starting new projects.

Producers needed quick access to client history and project costs, but manually navigating multiple CRM boards to find previous campaign data, contact details, and calculate total project values was time-consuming and often incomplete, slowing down the creative process.

Impact Areas

Workforce

Operations

Solution Points

Built custom Retool widget integrated directly into Monday CRM interface providing seamless AI access across all studio locations

Implemented ChatGPT-powered search processing natural language queries from production teams worldwide

Created project-scoped security system limiting AI access to client-connected data through Monday board connections

Developed client selection workflow requiring new project creation and client assignment before AI search activation

Built cross-board search functionality aggregating data from connected client campaigns and contact databases

Implemented automated cost calculation allowing AI to sum project values across multiple client advertising campaigns

Created contact information retrieval accessing client details including personal information stored in contact database

Integrated Make automations for secure data processing and global CRM connectivity

“Project completed successfully, testimonial pending.”

Project Status

Verified Results

Technical Deep Dive

Explore the technical architecture and implementation details

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GPT-Powered CRM Search for Music Production

Measurable Results

Reduced CRM search time from 3-6 minutes to instant natural language queries across all global studio locations

Strategic Impact

Business Value

Reduced CRM search time from 3-6 minutes to instant natural language queries across all global studio locations

Strategic Impact

Business Value

Enhanced producer efficiency with immediate access to client campaign history for new advertising and film projects

Strategic Impact

Business Value

Automated cost aggregation across multiple client campaigns eliminating manual calculation for budget planning

Strategic Impact

Business Value

Secure data access limited to project-connected information preventing unauthorized access to sensitive client data

Strategic Impact

Business Value

Improved client relationship management through instant access to contact details and comprehensive project history

Strategic Impact

Business Value

Streamlined new project workflow combining client selection with AI-powered historical data retrieval for faster creative brief development

Strategic Impact

Business Value

Challenge & Solution

Business Bottleneck

Solution Points

Project Status

Technical Deep Dive

Implementation Architecture

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