Process automation

Systems for organising the activity and automating processes for sales, facilities and back-office work teams.

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Objectives and tools

Systems aimed at automating sales and installation work team activity.

Control

Control

Agenda management and planning:
– Sellers
– Installers
Communication

Communication

Improve communication with channels and customers.

Satisfaction

Satisfaction

Improve customer satisfaction

Automate
your processes

Automate part of your processes for more efficiency and to ensure that information travels between different areas of the company autonomously.

Advantages:

workflows

repetitive tasks

automation

operation efficiency

avoid human errors

And much more…

01

Identify automatable areas

Many company processes can be automated

02

Define how and between which points the information should travel

Define the information workflows between systems

03

Implement efficient systems

Use tools that manage the automation of your processes

04

Follow up

Manage and control the proper functioning of your automations

Automation
Back office process

Robotise your repetitive business flows and increase ROI

Organisations spend a lot of time performing repetitive tasks (moving files or directories, opening and sending emails, moving data between systems, filling in forms, manipulating or mixing data).

  • Identify manual tasks that are repetitive, time consuming, and lead to failure.
  • We design automation flows.
  • We deploy the necessary automation to launch or schedule flows, monitoring their correct execution.

AI-powered ticket/invoice reading

Our platforms incorporate the ability to automate mechanics based on an invoice, ticket, or image that a customer uploads through different systems.

We’ve created integrations with OCR and OpenAI to automatically extract process and establish flows based on the extracted data.

With this tool, you can scan your receipts and invoices to extract information such as the name of the business, the amount, the date, and the details of the products purchased, quantities and expenses.

Automation between systems

Integrate your e-commerce sales processes with your CRM

Integrate stocks and manage reservations from spaces outside your e-commerce.

Manage your database collected from different digital spaces

Manage e-permissions

Audiences

Forms with CRM, ERP, etc.

Synchronise data between your key systems

+ %
Customer
satisfaction
+ %
Process
standardisation
+ %
Control
standardisation

Explore the presentation

A simple and clear presentation of everything you need to know about our platform. Read it online.

Custom demo

It’s a great way to see first-hand how the platform can help you improve your business.

For more information, please get in touch



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