Real-time Customer Data

Automation Hero can provide a sales rep/broker with valuable information and recommendations based on the needs of the customer.

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Communication is key to any successful customer relationship. We help your sales reps and service agents build customer trust by providing personalized insight and recommendations in real time.

Automation Hero identifies a customer and connects with your CRM system to pull relevant information in the moment. This minimizes the need to gather background information, which has usually already been provided and instead focuses on creating specific value for the customer. The information pulled can also lead to actions like next-best steps, next-best product recommendation and upselling opportunities. By gaining trust through value, prospective customers are more likely to purchase additional products and/or services and existing customers are more likely to be retained.

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Previous Use Case

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