ElectroNeek Bot Library

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 
  • Created reports based on the tagged data
  • Sends reports to executives with the data collected
Automated software

Hubspot

MS Excel

MS Outlook

Salesforce

🚀 Author
  • Electroneek
📒 Bot Category
  • Sales
💡 Tags
Related Blog Post
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