Prepare a meeting
- Situation
- A conversation is approaching.
- Context restored
- Organisation, history, recent exchanges and open topics.
- Human decision
- The person chooses the meeting priorities.
An iSDO project
Influence, corporate relationship memory
Influence connects people, organisations, conversations, knowledge, decisions and actions. Developed from iSDO’s real-world practices, this relationship intelligence system prepares action without automating relationships or replacing human judgement.
The real problem
The data already exists. Its context is what gets scattered.
Useful information lives across email, calendars, contacts, tasks and follow-ups, team conversations, notes, documents and knowledge held by people. Storage alone is not the issue: links, history, decisions and provenance get lost.
Influence addresses this dispersion as an everyday operational tool, corporate relationship memory, experimentation ground for AI agents, and a demonstrator of expertise that iSDO and #TerritoireDigital can adapt to other organisations.
Positioning
Connect tools without trying to replace them
Specialist tools remain the main interfaces for collection and management. Influence centralises their useful information, connects related elements and restores actionable context. Connections were added progressively, then adjusted according to their actual value.
ContactsEmailCalendarTasksTeamNotes and documents
Context layerInfluenceSources remain visible
UnderstandDecideAct
- Collect
- Connect
- Contextualise
- Prepare
- Validate
- Act
Influence can use different AI models. External information depends on legitimate access, the purpose of processing, people’s rights, platform rules and human validation.
Controlled architecture
Centralise instead of synchronising everything both ways
Two-way connections were abandoned or severely limited when they created duplicates, conflicts, propagated errors and disproportionate maintenance. The source system remains identifiable while Influence connects and contextualises information.
EmailCalendarContactsTasksTeam
Centralise · connect · contextualiseInfluenceRelationship memory
SupervisionHuman decisionApprove · correct · reject
Practical uses
Better relationship follow-up, not automated relationships
Make a follow-up visible
- Situation
- An action is postponed.
- Context restored
- Reason, due date and postponement decision remain connected.
- Human decision
- The person chooses the right moment instead of suffering an omission.
Support a handover
- Situation
- A case changes hands.
- Context restored
- History, decisions, actions and points requiring attention.
- Human decision
- The new contact continues with confidence.
Reconnect with discernment
- Situation
- An older relationship becomes relevant again.
- Context restored
- Previous exchanges, interests and genuinely useful change.
- Human decision
- The person decides whether and how to reconnect.
Experimentation ground
From everyday context to new forms of organisational intelligence
Influence lets iSDO test practices before considering their transfer. This map separates capabilities that organise memory, connect sources and prepare action.
Influence
Organise
- Contacts and organisations
- Projects and opportunities
- Controlled enrichment
Connect
- Interactions and calendars
- Tasks and knowledge
- Sources and human decisions
Act
- Meeting preparation
- Relationship radars and signals
- Follow-ups, monitoring and supervised AI agents
In use: memory, preparation, task contextUnder test: agents, radars, suggestionsTransferable: architecture adapted to the organisation
Internal observations
What real-world use has changed
These figures describe iSDO’s internal use of Influence. They are neither a market benchmark nor a promise of results for another organisation.
Human-supervised AI
Memory is assisted. Commercial intelligence is not delegated.
AI may observe, summarise, connect information, prepare a meeting or suggest a next action. It must never automatically engage a commercial relationship.
1. ObserveAn agent detects or connects information and identifies its source.
2. ProposeIt makes an explicit suggestion without acting for the person.
3. DecideA person approves, corrects or rejects the proposal.
4. RetainThe human decision and its provenance join the memory.
Transfer to organisations
The expertise is not necessarily the software.
Your company may not need another CRM. It may need corporate relationship memory adapted to its tools, processes and decision criteria.
- Map where relationship information is scattered and identify reference sources.
- Identify the links and context that genuinely support understanding and decisions.
- Choose what can be automated and what must remain under human control.
- Design a system around the organisation’s actual practices.
- Preserve the provenance of sources, suggestions, corrections and decisions.
- Transfer a method and practical guidance so the system can evolve.
Influence is not offered as standard software to be deployed unchanged. It is an operational demonstrator and a foundation of experience for designing systems adapted to each organisation.
First conversation
Where is your relationship memory scattered today?
Tell us about your tools, constraints and the relationships you want to manage more effectively. An initial conversation will identify what should be connected, what can be simplified and what must remain human.
FAQ
Understanding Influence and relationship memory
What is corporate relationship memory?
It brings together the context of conversations, meetings, tasks, decisions and next actions involving clients, prospects, partners and other stakeholders.
How does Influence differ from a conventional CRM?
Influence is designed around existing practices and tools. It centralises their useful context rather than seeking to replace all their functions.
Does Influence automate sales prospecting?
No. Influence prepares, contextualises, tracks and helps prioritise. Decisions and relationships remain human.
How is artificial intelligence used in Influence?
It can produce summaries, connections, suggestions and enrichment proposals. Human validation remains systematic.
Why limit synchronisation between tools?
Two-way synchronisation increases the risk of duplicates, conflicts, propagated errors and difficult maintenance. Influence favours controlled centralisation.
Is a tailored CRM only suitable for large companies?
No. It can suit an SME when its actual processes, relationship cycles or tools do not fit generic market models.