Cognitive Automation
for Leads Report
Reduces running costs and errors simultaneously.
Description of Problem
The lead report processing is how the client’s company manages email enquiries with automation. The staff needs to manually assign incoming leads from email to sales representatives for following up.
The staff usually had to address several issues, including:
Slow reporting process
The company receives enquiries by email and the sales team needs to transfer the data to an Excel file. They also need to make sure all the details are filled correctly. The sales team spends hours or even days just to copy and paste the all data.
Human Error
Every day, the staff needs to check incoming enquiry emails from prospective customers. This manual repetitive task often causes human errors such as missed emails or assigning the same prospective client to multiple sales staff. Most of the staff were also feeling overwhelmed by this process.
Client Overview:
M&P International Freights offers full-fledged international freight forwarding services to importers and exporters globally. With an extensive network of partners and agencies worldwide, M&P International Freights move goods along route, be it air freight, sea freight or transportation.
Industry:
Logistics
Processes Type:
Leads Report
How Gleematic Helps
Our first approach was to understand the processes and workflow implemented by M&P International Freights sales team. Within their needs, we customized several “scripts” (a set of instructions for the bot to follow).
Next, our bot opens the mailing system and finds the incoming submission. Our bot then copy all the required records and details, such as the name of clients, their emails, the message, the submission date, and the assigned agent. Then, our bot types all the details in an Excel file.
Following that, our bot sends the Excel file to the sales manager for documentation. All the assigned agents now only need to check on the Excel file to follow up with their clients. They don’t need to manually check incoming submissions on email.
Gleematic can perform/automate Leads Reporting tasks including:
- Incoming customer-enquiry management
- Filtering and archiving emails
- Transferring data from emails to Excel files
- Assign a sales-rep to follow up
- Sending report to the managers
Results
Degree of Robotization: 75% Effort Automated
ROI: 3 Months
Human Error Rate Reduced
Manual Effort Reduction to 75%
Faster Processing Time: Reduction of 65%
More Standardization
High-Quality Improvement
No More Repetitive Administration
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Cognitive Automation:
What is it and how to implement it successfully
