Use cases for effective automation for SMBs
We are convinced that small and medium-sized companies have their greatest leverage in the digitalization of sales volume relevant business processes.
Connect and automate the distribution of data
Automatic mail processing
E-mail inboxes often contain a lot of unstructured e-mails that need to be sorted individually by subject and content and then distributed to the right person. Manual processing takes longer if relevant information is contained in unhelpfully named attachments, which must be opened. The processing and throughput time therefore depends on many people and manual work steps.
Our automatic mail processing significantly reduces processing and throughput times. This solution identifies the content of emails 24/7 and automates further workflow by assigning the email to the predefined person. Depending on requirements, processing can also include the evaluation, enrichment and storage of the processed information. The best thing about it is that this solution can be easily expanded to include additional email inboxes.
Sales automation
When it comes to customer inquiries, a sales representative reviews inquiries, records details about customers locally or not at all, and compiles documents or information individually by hand for an answer. The manual compilation for a customer requires the correct information in the current version, an individual approach to the customer that suits the company and is also an initial business card in customer service.
The central recording of customer data for qualified support in the sales process is important for the ongoing customer process, offers starting points for upselling and cross-selling, and enables evaluations and the control of sales activities. The quality of establishing contact and collecting useful customer information for further support often depends on complex manual work steps.
Our sales automation significantly increases the quality of quick responses. Sales employees can access standardized text modules and personalize them to address customers individually. In addition, the relevant documents are automatically assigned to make the sales process smooth. Not only does this save time, but it also increases the quality of customer communication. The solution can contain previous or subsequent work steps in existing systems and can of course be combined with automatic mail processing.
Automated time assessment
For billing based on effort, the time is usually recorded in a system specific to the company. For invoicing to clients, proof of funding and the various required formats, only manual transfer into the target systems remains. Manual transfer is prone to errors and is a tedious waste of time for well-paid resources that also have a release function. Companies have project assistance available for this, but the processing is still a burden on resources otherwise required.
Our automated time evaluation enables processing in seconds with precise checking. Outgoing proof of performance is generated from the outgoing system in the desired format and automatically sent with the invoice. When time sheets are received, an automatic check is carried out against the ordered offer, and any deviations can also be responded to automatically. All of these processes are connected via our central data hub CLUE, which significantly simplifies the invoicing process for employees.
Questions about offer & implementation?
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