Use Cases

Automation Hero is an intelligent automation platform that eliminates repetitive sales tasks, automates customer requests and augments sales rep intelligence. These three pillars power dozens of use cases across varying industries.

Case Study: Dark Data Extraction

A global telecoms provider experienced issues with inconsistent pricing. Automation Hero extracts structured and unstructured pricing …

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Case Study: Intent Detection & Business Automation

A leading European financial services company was experiencing a higher volume of incoming customer email than …

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Case Study: Up and Cross Sell Prediction

A leading European financial services company tracks the behavior of its top sales reps to apply …

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Scheduling Automation

Automation Hero reduces the back-and-forth it takes to confirm an appointment by drafting an email response …

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CRM Data Maintenance Automation

Automation Hero automatically logs and updates CRM records for sales representatives, which increases team productivity and …

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Scheduling Automation

Automation Hero reduces the back-and-forth it takes to confirm an appointment by drafting an email response …

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CRM Data Maintenance Automation

Automation Hero automatically logs and updates CRM records for these teams, which increases team productivity and …

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Cross-sell & Upsell Recommendations

Automation Hero can identify opportunities for sales reps to cross-sell or upsell different products to a …

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Activity Tracking

Automation Hero automatically logs and updates CRM records for sales representatives, which increases team productivity and …

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Best Next Step

Automation Hero augments tech sales rep’s behaviors to improve conversion rates by giving next best steps …

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Scheduling Automation

Automation Hero reduces the back-and-forth it takes to confirm an appointment by drafting a response and …

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CRM Data Quality Maintenance

Automation Hero collects customer and business data to increase the accuracy and reliability of customer data …

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Churn Prediction

Automation Hero analyzes customer behavior to find risk factors, alerts the sales or service representative and …

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Cross-sell & Upsell Recommendations

Automation Hero can identify products related to items a customer has purchased before or suggest products …

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Risk of Policy Lapse

Automation Hero can reduce the money outflow by alerting the insurance broker of the risk before …

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Automate Common Customer Requests

Automation Hero’s natural language processors can understand the intent of a human message and automate proper …

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Claim Processing

Automation Hero’s AI automation platform eliminates the repetitive processes required to process an insurance claim, cutting …

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Document Generation

Using field mapping technology, Automation Hero can pull data from both structured (CRM system data, spreadsheets) …

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CRM Data Quality Maintenance

Automation Hero has over 50 connectors to data sources to increase the accuracy and reliability of …

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Activity Tracking

Automation Hero automatically logs and updates CRM records for insurance brokers, which allows them to give …

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Scheduling Automation

Business process automation tools like Automation Hero can detect the intent of incoming emails and automate …

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Cross-sell Financial Products

Automation Hero can identify opportunities for brokers to cross-sell or bundle additional policies by comparing the …

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Customer Intelligence/ Rep Briefings

Automation Hero can provide a broker with valuable information and recommendations based on the needs of …

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Best Next Step

Automation Hero can augment an insurance broker’s selling behavior to improve conversion rates by providing them …

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Predictive Lead Scoring

Automation Hero can scrub databases and lead lists to suggest new leads to brokers based on …

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Mortgage Loan Cross-sell

Automation Hero can suggest that bankers attempt to cross-sell mortgages to current customers who show home-buying …

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CRM Data Quality Maintenance

Automation Hero increases the accuracy and reliability of customer data for financial institutions by accurately automating …

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CRM Activity Tracking

Automation Hero automatically logs and updates CRM records for bankers, allowing them to give better serve …

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Scheduling Automation

Automation Hero reduces the back-and-forth it takes to schedule an appointment by drafting a response with …

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Best Next Step

Automation Hero augments bankers’ behaviors to improve conversion rates by providing next best step recommendations based …

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Automate Common Requests

Automation Hero’s natural language processors can determine the intent of a message and automate a written …

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CRM Data Quality Maintenance

Automation Hero increases the accuracy and reliability of customer data for telecommunications providers by automating CRM …

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Predictive Lead Scoring

Automation Hero can suggest new leads to telecom sales representatives and prioritize new and existing lead …

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Activity Tracking

Automation Hero automatically logs and updates CRM records for sales associates, allowing them more time to …

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