See customer insights in real time
Pull customer information in the moment.
Communication is key to any successful customer relationship. We help your sales reps and service agents build customer trust by providing personalized customer insights 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 customer insights that give value. The information pulled can also lead to actions like next-best steps, next-best product recommendations, and cross-sell and upsell 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.
In this demo video, automating web scraping and data entry, see how we automate the copying and pasting information from one system or application into another.