Sales and customer service automation

Are your products so complex that customers do not receive prices directly on the website, but only after contacting support and undergoing a preliminary analysis?

Online sales automation allows customers to enter the required data themselves and receive a quote in seconds, eliminating the need for time-consuming consultations. This means that the sales department does not waste time on potentially non-converting inquiries. Configurators on the website increase conversion by facilitating the purchasing decision and eliminating customers for whom price is a barrier, which speeds up the entire sales process.

When a lead comes in, do the salespeople in your company know who should take it and when?

Sales automation sends a notification with the required customer data to the team via instant messenger (e.g., Slack or Teams), allowing salespeople to take over the lead. This eliminates the need to manually enter sales opportunities. If no one on the team takes action, after a certain amount of time, the system will automatically assign a salesperson, taking into account the type of product and employee availability. In addition, leads can be handled on the go – from acquisition to sending a personalized email directly from the messenger (e.g., Slack), which facilitates management and saves valuable time.

Does your sales department spend a lot of time analyzing, monitoring, and presenting the results of its activities?

Sales automation integrates data from various sources, automatically importing and updating information in real time. Leads are classified by segments such as industry, company size, or stage in the sales funnel, which facilitates decision-making. Dynamic dashboards eliminate the need for manual report preparation, enabling quick filtering and generation of clear sales reports. Automate sales to avoid repetitive tasks!

Does preparing meeting notes and manually entering data take up too much of your time?

Call transcription software records and converts meetings into text. Then, artificial intelligence prepares a concise summary of key findings, which is automatically saved in the CRM. Accurate data entry minimizes the risk of errors, ensuring accuracy and consistency. With AI automation, you'll save time and enable your salespeople to easily share leads with each other. Sales automation also allows you to instantly send emails with meeting summaries to customers.

Do you run multiple marketing campaigns simultaneously and have trouble taking appropriate action based on data?

Automation tools allow you to integrate data from various platforms, such as Google Analytics, Facebook Ads, and Mailchimp, providing a complete picture of your campaigns. Marketing automation eliminates duplicate and test data, ensuring the reliability of your analyses. With real-time information aggregation, you can quickly assess the effectiveness of your actions and make dynamic decisions without having to search through multiple tools, which significantly increases the efficiency of your activities.

Are your company's consultants unable to keep up with customer inquiries?
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Process automation allows you to significantly reduce customer service costs. Introduce a virtual AI assistant that will handle all inquiries in live chat to minimize the need to engage consultants and speed up customer acquisition. Automatic analysis and categorization of requests prioritizes the most urgent matters, such as purchase inquiries, allowing for better management of sales representatives' work while maintaining the appropriate quality of customer service.