Prepare a meeting
Company context, history, recent conversations and possible discussion points are brought together. Preparation becomes faster and more complete.
An iSDO project
Influence, the company’s relationship memory
A tailored relationship CRM that connects useful context, prepares action and reduces duplicate entry without replacing specialist tools or human judgement.
The real problem
The data already exists. Its context is what gets scattered.
Relationship information lives in email, calendars, contacts, tasks, team conversations and notes. Fragmentation multiplies copy-and-paste work, creates discrepancies and weakens handovers. Influence was developed by the iSDO digital laboratory to organise this memory without imposing a new data-entry interface for every action.
The project revealed a simple lesson: more features do not necessarily create more value. The first version tried to do too much. Real-world use led to simplification, better prioritisation and the abandonment of some technical ambitions. Use determines the tool, not the other way around.
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.
Relationship memoryInfluenceContext · Priorities · Actions
Google emailConversations and history
Google CalendarMeetings and deadlines
Google ContactsIdentities and details
TodoistActions and follow-ups
SlackUseful team context
Supervised AISummaries and suggestions
LinkedInOnly within authorised limits
Native notesText, voice and useful captures
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
Daily use
Better relationship follow-up, not automated relationships
Make a follow-up visible
An action may be postponed. It remains identified as a postponement decision instead of disappearing as an invisible omission.
Support a handover
History, decisions, actions and points requiring attention remain available during an absence, a case transfer or a change of contact.
Reconnect with discernment
A genuinely useful development may justify renewed contact. Influence prepares the context without triggering automated prospecting.
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.
AI and control
Memory is assisted. Commercial intelligence is not delegated.
AI can summarise history, connect information, prepare a meeting or suggest a next action. No enrichment is integrated automatically: it is proposed, checked and then approved or rejected by a person. A useful suggestion must also be correctable and traceable to its source.
Influence remains a living application available on desktop and mobile. Some processes still need optimisation. It is “learning” in the sense that it improves through iteration and use, not because it operates autonomously without control.
Since 1999
A tailored application starts with real processes.
Since 1999, iSDO has followed the same approach: start with real processes, connect useful information and design systems that can evolve with the organisation. Your company may not need another CRM, but relationship memory built around its tools, constraints and decision criteria.
Demonstration
Let’s identify the flows that are genuinely useful to your organisation.
Tell us about your current tools, constraints and the relationships you want to manage more effectively. A demonstration helps identify what should be connected, what must remain human and what can be simplified.
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.