---
title: AI Services | ERP-Native AI Solutions & Automation by Softbay
description: Softbay’s AI Services help enterprises integrate ERP-native AI systems, build custom LLMs, and automate workflows within Odoo or Salesforce.
---

[![Transparent-1](https://softbay.com/hs-fs/hubfs/Transparent-1.png?width=4096&height=4096&name=Transparent-1.png "Transparent-1")](https://softbay.com/?hsLang=en)

- Services 
    - [Cloud Engineering](https://softbay.com/cloud-engineering)
    - [Digital Transformation](https://softbay.com/digital-transformation)
    - [Product Engineering](https://softbay.com/product-engineering)
    - [GTM as a service](https://softbay.com/gtm-as-a-service)
    - [AI Services](https://softbay.com/ai-services)
- Technologies 
    - [Hubspot](https://softbay.com/hubspot)
    - [Salesforce](https://softbay.com/salesforce)
    - [Odoo](https://softbay.com/odoo)
    - [SAP S/4Hana](https://softbay.com/sap-s4-hana)
- Industries 
    - [Healthcare](https://softbay.com/healthcare)
    - [Manufacturing](https://softbay.com/manufacturing)
    - [Telecom](https://softbay.com/telecom)
    - [Finance](https://softbay.com/finance)
- [Engagement Models](https://softbay.com/engagement-model) 
    - [TechPass™](https://softbay.com/techpass) 
          - [HubSpot TechPass](https://softbay.com/techpass-hubspot)
    - [vDev™](https://softbay.com/vdev)
- [About Us](https://softbay.com/about-us) 
    - [Careers](https://softbay.com/careers)
- [Contact Us](https://softbay.com/contact-us)

[Get In Touch](https://softbay.com/contact-us?hsLang=en)

# **AI Services**

### Bring AI from Vision to Execution—Inside Your ERP

Turn your ERP, CRM, and business workflows into intelligent, production-ready AI systems. We design, build, and deploy AI that runs inside your existing stack — whether it’s Odoo, Salesforce, or your data warehouse — so you can unlock automation, insight, and efficiency without disrupting operations.

[Book Your Free AI Consultation](https://softbay.com/ai-services#footer-form)

## The Challenge: **Why AI Often Fails in Enterprises**

Most enterprises want to leverage AI — but struggle to turn prototypes into production. Here’s what usually goes wrong:

![Limited Scalability](https://softbay.com/hubfs/Softbay-Aug/Images/Cloud%20Engineering/Limited%20Scalability.svg)

**Disjointed systems and multiple vendors** slow down execution.

![floppy-disk (1) 1](https://softbay.com/hs-fs/hubfs/floppy-disk%20(1)%201.png?width=50&height=50&name=floppy-disk%20(1)%201.png)

**Data lives in silos—**unstructured, outdated, or non-searchable.

![padlock 1-1](https://softbay.com/hs-fs/hubfs/padlock%201-1.png?width=50&height=50&name=padlock%201-1.png)

**Compliance, privacy, and trust** remain afterthoughts.

![padlock 1-1](https://softbay.com/hs-fs/hubfs/padlock%201-1.png?width=50&height=50&name=padlock%201-1.png)

**AI pilots never scale,** leaving no measurable ROI.

![padlock 1-1](https://softbay.com/hs-fs/hubfs/padlock%201-1.png?width=50&height=50&name=padlock%201-1.png)

**Teams lack in-house AI expertise** to maintain and optimize.

## Our **AI Service Offerings**

![Layer_2](https://softbay.com/hubfs/Softbay-Aug/Images/home/Layer_2.svg)

### AI Strategy & Readiness

We begin by identifying high-impact, ERP-centric AI opportunities.

- ROI and readiness workshops
- Use-case triage for Odoo/Salesforce
- TCO modeling and platform selection

![Layer_2](https://softbay.com/hubfs/Softbay-Aug/Images/home/Layer_2.svg)

### Data & Knowledge Engineering

We prepare your data to fuel powerful AI systems.

- Data ingestion from SaaS, files, APIs
- Cleansing, embeddings, and vector DB setup
- Sync pipelines from ERP/CRM and warehouses

![Layer_2](https://softbay.com/hubfs/Softbay-Aug/Images/home/Layer_2.svg)

### Retrieval & Optimization

We engineer retrieval systems built for precision and scale.

- Hybrid search (ANN + BM25), re-ranking, Long-RAG
- Domain-specific retrieval tuning and profiling

![Layer_2](https://softbay.com/hubfs/Softbay-Aug/Images/home/Layer_2.svg)

### LLM Customization

We fine-tune models for your workflows and data.

- Supervised fine-tuning, LoRA, PEFT, RLHF
- Model quantization and distillation for edge/on-prem

![Layer_2](https://softbay.com/hubfs/Softbay-Aug/Images/home/Layer_2.svg)

### Prompt, Agent & Workflow Orchestration

We build intelligent agents that interact with your ERP and CRM.

- Prompt-template design
- Function calling and autonomous agents
- Guardrails, approval flows, and policy enforcement

![Layer_2](https://softbay.com/hubfs/Softbay-Aug/Images/home/Layer_2.svg)

### Evaluation, Testing & Monitoring

We ensure accuracy, trust, and reliability at every step.

- Automated regression tests (RAGAS/DeepEval)
- Live shadow tests and drift dashboards

![Layer_2](https://softbay.com/hubfs/Softbay-Aug/Images/home/Layer_2.svg)

### Deployment & MLOps

From proof-of-concept to production—seamlessly.

- GPU/CPU or serverless deployments
- CI/CD pipelines and observability layers
- Blue-green releases for safe updates

![Layer_2](https://softbay.com/hubfs/Softbay-Aug/Images/home/Layer_2.svg)

### Managed Optimization

We stay with you post-deployment.

- 24×7 support and monitoring
- Monthly optimization sprints
- Roadmap and compliance updates

![Layer_2](https://softbay.com/hubfs/Softbay-Aug/Images/home/Layer_2.svg)

### Training & Enablement

Empower your teams with AI capability.

- Prompt School training workshops
- Center-of-Excellence setup
- Adoption playbooks and metrics

## Why Choose Softbay **AI Services**

![Enhanced Efficiency](https://softbay.com/hs-fs/hubfs/Softbay-Aug/Images/Digital%20transformation/Enhanced%20Efficiency.png?width=265&height=265&name=Enhanced%20Efficiency.png)

#### Continuous Optimisation

We continuously tune retrievals, prompts, and infrastructure to increase recall, reduce cost, and improve latency.

![Disaster Recovery](https://softbay.com/hs-fs/hubfs/Disaster%20Recovery.png?width=201&height=111&name=Disaster%20Recovery.png)

#### ERP-Native AI

We integrate AI directly with your ERP, CRM, and data systems, ensuring your business logic, workflows, and security remain intact.

![Improved Accessibility](https://softbay.com/hs-fs/hubfs/Improved%20Accessibility.png?width=98&height=117&name=Improved%20Accessibility.png)

#### Faster Time-to-Value

Our proven Discover → Build → Run → Govern playbooks deliver AI pilots in weeks, not quarters.

![Scalability & Flexibility](https://softbay.com/hs-fs/hubfs/Scalability%20%26%20Flexibility.png?width=195&height=201&name=Scalability%20%26%20Flexibility.png)

#### Enterprise-Grade Governance

SOC-aligned designs, PII redaction, audit trails, and compliance frameworks are built-in from day one.

![Increased Security](https://softbay.com/hs-fs/hubfs/Increased%20Security.png?width=237&height=155&name=Increased%20Security.png)

#### End-to-End Ownership

From data ingestion and model tuning to deployment and MLOps, Softbay owns every layer—so you never juggle multiple vendors or disconnected tools.

## Staff **Augmentation with AI Pods**

When your roadmap needs hands-on expertise, Softbay embeds AI Pods that operate like AI DevOps teams inside your environment.

| Pod Type | Objective | Roles |
| --- | --- | --- |
| AI Build Pod | Build ERP-native RAG/Agents in <45 days | AI Architect · Data Engineer · Prompt Engineer |
| AI Ops Pod | Monitor evaluation, latency & cost | MLOps Engineer · Evaluations Lead · SRE |
| AI Integrations Pod | Connect agents to ERP/CRM workflows | RevOps Engineer · Backend Engineer |
| AI Enablement Pod | Drive adoption & governance | Change Lead · Trainer · GRC Specialist |

## Our **Success** Story

Check out our claims through real numbers.

+

Client Satisfaction

+

Successful Deployments

%+

Downtime Reduction

%+

Scalability Achievements

## Packaged **ERP-First AI Use Cases**

![feedback 1](https://softbay.com/hs-fs/hubfs/feedback%201.png?width=40&height=40&name=feedback%201.png)

#### Operations Copilot (Odoo/Salesforce)

Query orders, invoices, inventory, or payments in natural language—right inside your ERP.

![problem-solving 1](https://softbay.com/hs-fs/hubfs/problem-solving%201.png?width=40&height=40&name=problem-solving%201.png)

#### Document Intelligence for Finance & Legal

Auto-extract key terms, amounts, and renewal data, and push insights back to your ERP/CRM.

![Vector](https://softbay.com/hs-fs/hubfs/Vector.png?width=40&height=40&name=Vector.png)

#### Service & Support Assist

Retrieve troubleshooting steps and SOPs to reduce resolution times.

![group 1](https://softbay.com/hs-fs/hubfs/group%201.png?width=40&height=40&name=group%201.png)

#### Sales & Customer Success Copilots

Summarize account health, identify upsell opportunities, and surface ERP-driven insights.

![group 1](https://softbay.com/hs-fs/hubfs/group%201.png?width=40&height=40&name=group%201.png)

#### Forecast & Anomaly Detection

Detect demand or margin drifts and trigger automated ERP workflows.

## Case Studies

![successful-medical-team 2](https://8198855.fs1.hubspotusercontent-na1.net/hubfs/8198855/Revnew/Images/successful-medical-team%202.png)

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 14th August 2023

Know More

## Ready to Turn Your ERP into an AI Engine?

Let’s make your ERP your AI advantage.  
Request a Free AI Architecture Audit — we’ll map your systems, surface high-ROI use cases, and design a pilot-to-production roadmap staffed with the right AI Pod.

[![Transparent-1](https://softbay.com/hs-fs/hubfs/Transparent-1.png?width=2000&height=2000&name=Transparent-1.png)](https://softbay.com?hsLang=en)

Discover limitless   
possibilities with Softbay.

- Links 
    - [Industries](https://softbay.com/finance)
    - [About Us](https://softbay.com/about-us-old)
    - [Careers](https://softbay.com/careers)
    - [Blogs](https://softbay.com/blog)

- Technologies 
    - [Odoo](https://softbay.com/odoo)
    - [Salesforce](https://softbay.com/salesforce)
    - [Hubspot](https://softbay.com/hubspot)

- Services 
    - [Cloud Engineering](https://softbay.com/cloud-engineering)
    - [Digital Transformation](https://softbay.com/digital-transformation)
    - [Product Engineering](https://softbay.com/product-engineering)

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