The lead report processing is how the client’s company manages email submission 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:
The company receives submissions 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.
Every day, the staff needs to check submission emails one by one. This manual repetitive task often causes human errors such as missed submission assignments or even overlapping assignments. Most of the staff were also feeling overwhelmed by this mundane process.
With help from Gleematic, automated leads report processing reduces running costs and errors simultaneously, resulting in saving M&P International Freights thousands of dollars.
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.
Automating the entire leads reporting process has a number of benefits, including increased consistency and robustness; improved data matching with fewer exceptions; easy to use and manage set-up; and time savings.
Our robots can perform/automate Leads Reporting tasks for you including:
Gleematic’s Intelligent Automation (Artificial Intelligence & Robotic Process Automation) has delivered significant gains in productivity and accuracy for the client. Our implementation of RPA – AI delivered the below benefits which could not have been achieved through a simple automation program:
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.
Leads Report Processing