Gain business insight from data extraction
Pull data from sources to populate forms.
A leading German health insurance company had approximately 130,000 closed claims per year, which took a team of 450 sales reps between 15-30 minutes a day to manually handle. To close the claims, reps were pulling data from multiple systems (e.g. SAP and a CRM) and pasting it into a Word document. After the data extraction, the document had to be printed and signed.
Automation Hero automated the data extraction and compiled all relevant information into a PDF for e-signature. The process now takes each rep only a few minutes to complete, saving the group of employees the equivalent of 18 years’ worth of work. Employees can now redirect their time toward customer service, cross- and upsell opportunities, and closing new business.
In this demo video, see how our screen automation capabilities pull the relevant customer data out of a legacy CRM system and bring it back into the Salesforce Service Cloud.
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