The client was facing the following business problems prior to implementation.
- The existing system took a lot of time to import a large number of leads and created a bottleneck in the lead import process.
- Once campaigns were created and started then it was not possible to add new leads to it.
- The system failed to understand and differentiate various incoming messages from leads and respond to leads properly.
- There was no option to integrate with the client’s Salesforce instance to sync data between systems.
- The system was not able to accommodate the unique business requirements of the client.
- The user interface was not user friendly as it considerable time to locate relevant communications received from leads.
Solutions We Provided
The customer enjoyed the following benefits through the solution team.
- The user is able to import a large number of leads from different file formats reducing lead import time from hours to minutes.
- Leads can be added to active campaigns anytime, this eliminated the need for new campaigns required to manage new leads.
- The A.I enabled system identifies intents from incoming communications and responds with meaningful answers.
- The system automatically creates an appointment on the Campaign owner’s calendar based on the date/time given by the user.
- Many custom requirements were implemented to increase the efficiency and user-friendliness of the system.
- The system integrated with Salesforce to enable seamless data exchange between systems.