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Sales call monitoring

Case for Automation

Because good customer service is the foundation of a successful business,
monitoring sales calls is a vital part of any sales department’s operational
cycle. Manual processing tasks associated with such monitoring may cost
sales managers a huge amount of time that could be better spent on more
analytical tasks such as sales strategy enhancement.

Bot Activities

  • Logs into CRM using relevant manager’s credentials
  • Finds predefined sections in CRM
  • Listens to sales recordings in CRM
  • Transcribes recordings into text using Google Voice
  • Detects predefined “red flag” words
  • Generates report upon completion of recording
  • Emails Excel report to stakeholders
  • Notifies stakeholders upon completion of task