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.