INDUSTRY: IT
Customer Service Automation in a Medium-Sized Software Company
A dynamic software provider identified critical challenges in its sales department. Despite attracting significant traffic to the company’s website, managing inquiries from potential customers who submitted contact forms proved problematic. The one-way email notification system often delivered incomplete or inaccurate information, resulting in misunderstandings and missed opportunities to build new business relationships.
- ROI: 630%
Return on investment 630% - Implementation:
The implementation took us 14 days - Saving:
$35 200 per year - Cost:
$520 monthly fee
ROBOT TASKS:
In our solution, the robot plays a central role in managing potential customers. When a website form is submitted, the robot retrieves all provided details — such as name, email, and phone number — from the email notification. It then logs into the company’s CRM system, creates a new contact record, and populates it with the complete information.
Next, the robot assigns the lead to the appropriate sales representative, applies relevant tags, and sends a personalized email to the prospect, informing them who will be in touch and when. This automation streamlines lead management, ensuring accurate data entry, faster response times, and allowing sales representatives to focus on selling and building strong customer relationships.
Next, the robot assigns the lead to the appropriate sales representative, applies relevant tags, and sends a personalized email to the prospect, informing them who will be in touch and when. This automation streamlines lead management, ensuring accurate data entry, faster response times, and allowing sales representatives to focus on selling and building strong customer relationships.
RESULT
The introduction of this technology significantly improved the company’s customer management processes. Automation accelerated the assignment of leads to sales representatives, reduced errors and misunderstandings, and contributed to higher customer satisfaction and increased sales.
The robot became an indispensable tool for sorting and organizing leads, enabling the sales team to focus on building relationships and closing deals. This transformation not only enhanced operational efficiency but also delivered measurable improvements in overall business performance.
The robot became an indispensable tool for sorting and organizing leads, enabling the sales team to focus on building relationships and closing deals. This transformation not only enhanced operational efficiency but also delivered measurable improvements in overall business performance.