pickupon Inc. (Headquarters: Ichikawa City, Chiba; CEO: Yoichi Obata), a company promoting sales DX through AI cloud IP phone services, has launched the 'Breeze Studio Support Plan.' This plan supports businesses from operational design to operational improvement utilizing 'Breeze Studio,' the core of HubSpot's 'Breeze' AI feature set.

### Background: The Reality of 'AI Implemented but Not Utilized' HubSpot is evolving beyond a simple CRM/MA tool for data management into an 'Agentic Customer Platform' where AI operates autonomously across all customer touchpoints, including sales, CS, and marketing. At the center of this is 'Breeze Studio,' which allows for the no-code construction of assistants that answer user questions and AI agents that automatically execute specific tasks.

However, in practice, issues such as 'AI not moving as expected' or 'AI not being used on-site' are becoming apparent. Since the accuracy of AI responses is determined by the quality and quantity of context—such as customer data, conversation history, and call records—the preparation of the data foundation determines the success of AI utilization.

In response, pickupon, with its extensive experience in SFA/CRM integration and sales DX support, has launched this support plan to help build systems where AI functions properly in line with HubSpot's evolution toward an autonomous AI platform.

### Achieving Success through pickupon: End-to-End Support from Data Foundation to AI Implementation Our greatest strength lies in the ability to automatically link 'primary information from calls and meetings,' including customers' true feelings and sentiment, as HubSpot context through our AI phone service 'pickupon.' Beyond just AI utilization support, we provide end-to-end services from data foundation construction to implementation and operation, ensuring that AI actually 'functions in practice.'

### Support Content and Specific Use Cases Many companies still perceive HubSpot solely as a tool for email delivery and forms. This plan promotes DX in company-wide workflows, including not only Sales but also Customer Service and Content production.

1. Design Support for AI Agents/Assistants Optimized for Each Hub Using Breeze Studio, we build no-code AI according to each department's workflow. Examples include: - Sales Hub: Automatically creating follow-up emails based on meeting history and conversation content. - Service Hub: Automatically turning next actions after a call into tickets to prevent missed responses. - Content Hub: Extracting customer questions and issues from call content to automatically generate article ideas or content drafts.

2. Prompt Design and Tuning Support Optimizing prompts (instructions to AI) to get better answers is difficult without specialized knowledge. Our data scientists support design from a professional perspective tailored to business characteristics. Furthermore, we continuously tune the system based on on-site feedback to ensure it remains a 'usable AI' rather than a one-off implementation.

### About 'pickupon' 'pickupon' is an AI-powered phone service that creates summaries of phone conversations in text and audio and automatically inputs/shares them. It shares conversation content with the team's workspace (CRM, SFA, etc.) without the user needing to worry about data entry, thereby preventing missed entries, reducing costs, and solving the 'black box' problem in sales activities.

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  • Source: PR TIMES
  • Category: News