Who are the resources for?
For CTOs, CEOs, product teams and decision-makers preparing AI / cloud / CRM projects.
What resources are included?
Technical details about RAG, agentic AI and Google Cloud, along with strategic comparisons for AI budgeting, governance and ROI.
What is OPTI’s contribution?
Recommended materials include OPTI’s award-winning analyses and technical guides in the field of R&D.
OPTI Software
Our resources
A selection of OPTI guides and our technical analyses, accompanied by architecture diagrams.
| Name | Details | Link |
|---|---|---|
⭐ Guide 1 - Recommendations, Upsell, and Rules: From Algorithms and Guardrails to the Launch of UCP
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A practical guide to recommendations, upsell and commercial rules: hybrid architecture, applications, code, costs and governance, with B2B-ready examples. Start here |
Official link ↗ |
Architecture Diagrams - Guide 1 Recommendations
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How data moves from the ERP to the AI models, and where commercial rules apply in each recommendation use case. | Official link ↗ |
|
OPTI Technical Guides 2026
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The full cycle of a B2B AI project, from data integration and search to continuous optimization and compliance. | Official link ↗ |
⭐ Report AI Architecture for B2B in 2026
|
The value of AI for B2B companies and the role of hybrid architecture in managing data, search and security. |
Official link ↗ |
|
AI Sales 2.0 Presentation Kit
|
AI Sales doesn't replace the ERP, it makes it produce more. It reduces quoting time by 70%, boosts upsells, and activates ecommerce or internal sales chatbots. Request a demo! | Official link ↗ |
|
Architecture Diagrams - 2026 Business Guides (Other than Guide 1)
|
Connecting ERP, CRM and BigQuery to AI models in RAG, multimodal input and hybrid search projects. | Official link ↗ |
Google Cloud, HubSpot and other technical authorities
All technical resources
Filter by author or browse them all. See also the pageAI Applications and the page Insights and News.
| Name | Type | Details | Link |
|---|---|---|---|
| ⭐ Guide 1 - Recommendations, Upsell, and Rules: From Algorithms and Guardrails to the Launch of UCP | Opti Software | A practical guide to recommendations, upsell and commercial rules: hybrid architecture, applications, code, costs and governance, with B2B-ready examples. Start here |
Official link ↗ |
| ⭐ Report AI Architecture for B2B in 2026 | Opti Software | The value of AI for B2B companies and the role of hybrid architecture in managing data, search and security. |
Official link ↗ |
| Architecture Diagrams - Guide 1 Recommendations | Opti Software | How data moves from the ERP to the AI models, and where commercial rules apply in each recommendation use case. | Official link ↗ |
| Architecture Diagrams - 2026 Business Guides (Other than Guide 1) | Opti Software | Connecting ERP, CRM and BigQuery to AI models in RAG, multimodal input and hybrid search projects. | Official link ↗ |
| OPTI Technical Guides 2026 | Opti Software | The full cycle of a B2B AI project, from data integration and search to continuous optimization and compliance. | Official link ↗ |
| AI Sales 2.0 Presentation Kit | Opti Software | AI Sales doesn't replace the ERP, it makes it produce more. It reduces quoting time by 70%, boosts upsells, and activates ecommerce or internal sales chatbots. Request a demo! | Official link ↗ |
| ⭐ Healthcare Data Integration in 2026: 24 AI Applications Across Clinical, Pharma and Enterprise Uses | Opti Software | Healthcare data integration in 2026: 24 AI application patterns across CRM, ERP, electronic health records, imaging, research and healthcare supply chains. |
Official link ↗ |
| ⭐ AI Agents over On-Prem ERP: Sales, Replenishment & Pricing | Opti Software | Connect AI agents to existing ERP, CRM and WMS data for sales, replenishment and pricing without replacing your on-prem systems. See how AI Sales 2.0 works. |
Official link ↗ |
| ⭐ Backup ≠ Continuity. 6-Phase Model Program for Cyber Resilience in 12 Weeks | Opti Software | Backup ≠ Continuity. How to build a 12-week cyber resilience program, from inventory and hardening to incident response and recurring operations. |
Official link ↗ |
| ⭐ Step-by-Step Seller: Next Best Action in B2B with Google Cloud, CRM, and Business Rules | Opti Software | How to build a Next Best Action module for B2B sales: product recommendations, timing prediction, business rules, Gemini, BigQuery, and CRM integration. |
Official link ↗ |
| ⭐ AI Costs in the First Half of 2026: Google Cloud, AWS, and Azure. Not Just LLMs! | Opti Software | How LLM, RAG, search, recommendation, and AI infrastructure prices evolved across Google Cloud, AWS, and Azure in the first half of 2026. |
Official link ↗ |
| ⭐ Open Knowledge Format: The Knowledge Layer Between Data and AI Agents | Opti Software | What is Open Knowledge Format v0.2, how does it differ from RAG, GraphRAG, MCP, and Claude Agent Skills, and how can the knowledge used by AI agents be governed? |
Official link ↗ |
| ⭐ Complete HubSpot Migration, Step by Step | Opti Software | Practical guide for the complete migration of a HubSpot portal: CRM, properties, forms, landing pages, workflows, emails, domains, tracking, connected apps, go-live and post-migration checks. |
Official link ↗ |
| ⭐ Why AI Sales 2.0: the Growth Platform Built on the Award-Winning OPTI Architecture | Opti Software | Discover AI Sales 2.0, the OPTI platform for quoting, inventory forecasting, upsell opportunities, and conversational analysis based on ERP and CRM data. |
Official link ↗ |
| ⭐ AI for "blue collar" jobs: 5 (out of 10) projects to increase sales in the real economy: manufacturing, distribution, pharma | Opti Software | Move beyond office chatbots. OPTI introduces "Blue Collar AI": 5 engineering projects driving sales growth in the Real Economy (Distribution, Manufacturing, Pharma). |
Official link ↗ |
| ⭐ Sell B2B like Netflix or Uber: 5 AI projects that bring the "consumer" experience to production, distribution and corporate | Opti Software | Algorithms that influence buyer psychology and maximize margin: B2B portal customization, contextual cart retrieval, technical compatibility engine, Cold Start new products |
Official link ↗ |
| ⭐ NIS2 and Cyber Resilience: Lessons from the French “Cyber Valley” | Opti Software | An exclusive analysis of the security ecosystem in Brittany, following a visit to Pole Cyber, Inria, Sekoia.io and Orange Cyberdefense. From Open XDR to digital sovereignty and NIS2 compliance. Cyber resilience, proactive approach and MrBenny.com product. |
Official link ↗ |
| ⭐ B2B Security: How to Validate an AI Provider in the Era of NIS2 and GDPR (Due Diligence) | Opti Software | AI procurement brings new Supply Chain risks. As a Google Cloud & ROTLD accredited partner, OPTI details the technical due diligence steps for NIS2 compliance. |
Official link ↗ |
| ⭐ Next Best Action in HubSpot and Other CRMs: Native Features vs. AI in the Cloud | Opti Software | How do you implement Next Best Action in HubSpot? We compare native HubSpot, Dynamics 365, Salesforce, Zoho, and Pipedrive features with AI integrations in Google Cloud. |
Official link ↗ |
| Google Cloud Whitepapers | Google Cloud & AI | Technical papers filterable by product and topic, with implementation guidance and architecture practices. | Official link ↗ |
| ⭐ Generative AI with RAG | Google Cloud & AI | RAG architecture options on Google Cloud, from managed setups to GraphRAG and private connectivity. |
Official link ↗ |
| ⭐ RAG infrastructure for generative AI using Agent Platform and AlloyDB for PostgreSQL | Google Cloud & AI | The full flow, from document upload and indexing to response and quality evaluation, with sample Terraform code. |
Official link ↗ |
| ⭐ Choose your agentic AI architecture components | Google Cloud & AI | Selecting components for AI agents, from framework and memory to the right hosting model. |
Official link ↗ |
| ⭐ AI agent trends 2026 report | Google Cloud & AI | How companies use AI agents and the main trends shaping business strategy in 2026. |
Official link ↗ |
| ⭐ ROI of AI 2026: From tokenmaxxing to ROI | Google Cloud & AI | How leading companies accelerate the financial returns from their AI initiatives. |
Official link ↗ |
| ⭐ DORA: ROI of AI-assisted Software Development | Google Cloud & AI | The stages of AI adoption in software development, turning delivery metrics into financial outcomes and reinvesting saved time. |
Official link ↗ |
| ⭐ Startup technical guide: AI agents | Google Cloud & AI | A startup guide covering ADK, RAG, multimodal models and AutoML on Vertex AI and Gemini. |
Official link ↗ |
| ⭐ Real-world gen AI use cases from the world's leading organizations | Google Cloud & AI | Over 1,300 examples from 11 industries, with results reported by companies such as BMW and Valeo. |
Official link ↗ |
| ⭐ AI Agent Trends in Manufacturing 2026 | Google Cloud & AI | The shift from static automation to AI agents that optimize production and the supply chain. |
Official link ↗ |
| ⭐ 2026 State of Marketing Report | HubSpot & CRM | The role of AI in marketing, brand positioning and the part teams play in building customer trust. |
Official link ↗ |
| ⭐ HubSpot AI Trends for Marketers Report | HubSpot & CRM | The use of AI in marketing, adoption challenges and results across email, social media and blog content. |
Official link ↗ |
| ⭐ HubSpot State of Sales in 2026 | HubSpot & CRM | An action plan for sales teams adapting to a shifting business landscape, based on HubSpot research. |
Official link ↗ |
| ⭐ HubSpot Agent Hub: AI Agents for Marketing, Sales & Service | HubSpot & CRM | AI agents for marketing, sales and support, available in the Starter, Professional and Enterprise editions. |
Official link ↗ |
| ⭐ SEO trends for 2026: How search and AI are changing | HubSpot & CRM | Adapting SEO to AI search, from E-E-A-T and zero-click results to structured data. |
Official link ↗ |
| ⭐ State of the AI Connected Customer | HubSpot & CRM | Customer expectations on personalization, AI agent transparency and personal data protection. |
Official link ↗ |
| ⭐ Tenth Edition State of Marketing Report | HubSpot & CRM | Agentic marketing, data use and personalized two-way customer communication. |
Official link ↗ |
| ⭐ Zia AI in Zoho CRM | HubSpot & CRM | Zia adds predictions, contact recommendations, and call and image analysis to Zoho CRM. |
Official link ↗ |
| ⭐ Zoho CRM Q1 2026 Update | HubSpot & CRM | More personalized quotes, better listening to customers and prospects, and higher productivity in CRM processes. |
Official link ↗ |
| ⭐ The State of Sales and Marketing 2025 | HubSpot & CRM | Sales and marketing team productivity, and how AI changes workflows and team structures. |
Official link ↗ |
