Relanto Achieves 95% Error Reduction and 5X Sales Productivity Increase for a Multinational Digital Communications Leader

Summary:

‍A multinational digital communications company faced data entry errors by sales reps, impacting CRM updates and leadership visibility. They sought an advanced Conversation AI solution with bots to automate tasks and ensure accurate, timely information.

Challenges:

External Focus of Sales Reps

Sales reps were externally focused, spending most of their time following up with customers.

CRM System Challenges

Critical updates were missed in the CRM system, leaving service teams out of the loop and creating friction.

Impact on Leadership Visibility

Missing or pending information in CRM systems resulted in poor visibility for the leadership team.

Objectives:

  • Primary Goal- Enhance Operational Efficiency
  • Secondary Goal- Improve Data Visibility

 

Suggested Solution:

We suggested integrating a Conversation AI platform powered by advanced bots to address the challenges faced by the multinational digital communications technology company. This solution aimed to automate manual tasks and utilize sophisticated analytics, ensuring that critical information was delivered to the right people at the right time.

The automation was designed to seamlessly handle key activities for sales reps, such as data entry in the CRM system, scheduling support, and reporting. By automating these tasks, sales reps could focus more on customer interactions and less on administrative duties.

Additionally, this would provide users with advanced analytics at their fingertips, offering valuable insights into guided selling, including cross-sell and upsell opportunities, and enhancing sales forecasting accuracy. This approach was intended to streamline operations, bridge communication gaps, and improve overall visibility and efficiency within the organization.

Outcome:

  • 95% Reduction in Human Errors- Achieved a 95% reduction in human errors through automation. This significant decrease led to more accurate data entry and fewer mistakes, enhancing overall process reliability.
  • 50% Higher Compliance- Improved compliance by 50% with automated processes ensuring adherence to regulatory and internal standards. This increase in compliance reduced risk and ensured that all procedures were followed correctly.
  • 5X Increase in Sales Productivity- Boosted sales productivity by 5X through streamlined processes and reduced manual tasks. This improvement allowed sales reps to engage more effectively with customers and drive higher sales performance.
  • 30% Improvement in CRM Data Quality- Enhanced CRM data quality by 30% through accurate and timely updates. This improvement ensured better data integrity, leading to more informed decision-making and efficient customer relationship management.

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