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Sales to service handoff

Case for Automation

The timely transition of a client from sales teams to customer service is a vital
business process that directly impacts overall customer experience and retention.
In order to achieve operational excellence executives perform multiple manual
tasks during a workday to ensure the appropriate procedures are followed.
Automation of such tasks could save a significant amount of time impacting
accurate decision-making.

Bot Activities

  • Logs into Sales system using managers’ credentials
  • Opens the Deals section
  • Checks the prospects statuses, tags and notes
  • Tags the prospects with the delayed onboarding
  • Creates reports based on the tagged data
  • Sends reports to executives with the data collected
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