By streamlining the sales process you can increase revenue and close deals faster. With AutomataPi's sales process transformation platform you can manage and prioritize leads, track data related to sales opportunities, automate tasks and optimize campaigns.
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Pain points identified by Subject Matter Experts
Lack of proper sales funnel, ineffective customer communication and generic campaigns lead to loss in business flow.
Companies spend an inordinate amount of time and money targeting prospects without proper data driven decisions.
Email is still one of the major ways for communication with customer. Mass mailing non targeted emails drivess customers away.
Sales uses multiple tools to drive and plan campaigns. Collating data from all the sources in one place becomes very difficult.
Generating on the fly report in addition to standard reports with drill downs and filters are a necessity of any sales person
Each company has multiple teams running different sales pipelines. Collaborating between these teams is essential to send out a unified message.
While referrals, advertising, and word-of-mouth are all very well and good, they can amount to nothing if the campaigns are not optimised correctly.
Pre-Configured Business Apps for Financial Services
Here are a few tried and tested things that can be done to help your organization start it's digital transformation journey
Create impactful customer experiences using AutomataPI's DAX platform which guides users through the entire process of case execution, automating related tasks and activities while also allowing for human involvement in decisions that are not fully automatable. It is possible for companies to empower their agent with this system to reduce TAT and meet SLAs effectively.
The document signing application provides consumers and professionals with a simple way to electronically sign and return documents from almost anywhere in the world. Allowing for multiple iterations for finalisation with multiple parties involved, the solution can be set up in a few clicks. The end user does not have to download and additional apps or devices to start using this system.
One of the USPs of the platform, this feature allows extraction of data from a multitude of document types and insert them in structured Data Models. Companies can avail of the most versatile document verification utility of this solution for solving most KYC related manual tasks which take up a lot of man power.
User data security is one of the corner stones of any modern company. It takes a lot of effort and money to onboard and retain customers. Using our platform you can guarantee that this data is stored in an encrypted format and can only be accessed after authenticating using various factors and compliances.
This solution is a shoe in if you have data coming in from multiple channels. It has connectors, pollers, chatbots and a form builder which can be used for getting input from various sources, devices and systems. These tools allow instant integration in your own application or can be used as a standalone workbench for users as well as agents.
People use platforms for managing ticketing. The AutomataPi platform ensures auto categorization according to context of the tickets. Assignment of the tickets can also be done to agents according to theit skills to improve overall TAT. Low value ticket resolution is also possible so that agents can concentrate on more important tasks.
The solution has been used to track complex campaigns from multiple sources and collate the data in a Data Model. The data was further pushed into the existing data hub of the company(LeadSquared). Further payment link integration with multiple vendors for direct payment. All other customer communication was done using the built in API connectors.
Sales executives can upload data in a variety of ways to the central processing system which then can connect to the AutomataPi digital transformation platform and agent benefits can be calculated withing a few hours using defined formulae. Where it used to take months, the payouts to the agents can be done in days.
The DAX platform is so versatile, that it has been used as a tool for complete consumer communication, including greivances, reminders, up-sell and cross-sell opportunities. The customer one view also allows for an agent to track the complete customer lifecycle and use it as an IVR verification assitant.
Verifying genuiene customers using documents is the most essential tool in your digital transformation journey. Any onboarding journey can just plug and play this solution into their existing system and can cut down on the time required to verify their customers. An added advantage that the data extraction feature can be activated by the click of a button.
A lot of manual processes are involved from buying of a policy to verifying documents of a customer to claim registration to disbursement. AutomataPi offers a comprehensive solution which can be useful in each aspect of the loan journey. It's integration capability with 3rd party APIs allows it to tie in to your existing system and empower your agents.
How our clients have benefited by using AutomataPi's platform
AutomataPi is a outcome driven automation platform that helps organisations to automate their business workflows.
