Enterprise Automation

Elevate your sales team’s performance 

• Make every customer count. Centralised data delivers a comprehensive view of your customers, personalising your communications and enhancing your customer interactions.
• Simplify opportunity management. Easily create quotes, manage approvals, and monitor accounts and support tickets. 
• Automate onboarding from billing to customer success, including training, support plans, invoicing, payment tracking, and fulfilment. 
• Identify upsell and cross-sell opportunities with live account visibility.

Supercharge your marketing operations 

• Streamline campaign creation by integrating digital assets and creative tools for consistent messaging.
• Connect planning tools to marketing systems for strategic planning, efficient budget allocation, and impact measurement. 
• Increase conversions faster by enriching lead data, syncing it with your marketing platform and CRM, and routing leads directly to sales managers for immediate action.
• Automate upsell and cross-sell based on product usage and proactively address churn risks with account-based advertising tactics.
• Gain comprehensive analytics by tracking touchpoints across the marketing funnel and automating campaign ROI for end-to-end attribution.

Streamline your IT operations 

• Quickly resolve issues by proactively detecting and managing incidents, reducing resolution time by connecting information from various systems.
• Accelerate ticket handling with collaboration tools that streamline assignment and triage processes.
• Empower your helpdesk with AI-driven knowledge base content to answer questions and resolve issues in real-time. 
• Simplify employee onboarding and offboarding by automating equipment provisioning, account access, payroll updates, and approval collection.
• Enhance team productivity with robot-driven incident escalation, enabling seamless ticket handling within your preferred apps while fostering collaboration and minimising disruption.

Elevate your HR operations 

• Achieve seamless onboarding by transferring candidate data, sending documents for signatures, providing necessary apps and devices, updating payroll, and delivering welcome communications effortlessly. 
• Efficiently offboard employees by deprovisioning equipment/access, updating payroll and finance, and receiving issue alerts.
• Simplify recruitment by maintaining up-to-date job descriptions, syncing candidate data, and streamlining interview scheduling and background checks.
• Drive change management with quick and accurate adjustments to employee roles and company policies.
• Foster employee wellness with fitness reminders, mindfulness techniques, and company health challenges.

Enhance your customer support efficiency 

• Gain a comprehensive view of your customers’ journeys and stay updated. 
• Centralise customer data and harness insights for predicting churn.
• Streamline issue resolution by escalating and resolving problems from collaboration platforms like Slack and Teams in real-time.
• Enable customer-driven engineering by integrating feedback into your products, reducing duplicated work, and connecting your apps with development tools to address bugs and support issues.
• Stay ahead of potential churn by predicting issues and engaging users when it matters most.

Elevate your finance team’s efficiency

• Automate your revenue lifecycle, including project configuration, pricing, quoting, and contracts. 
• Streamline procurement by automating requests, payment tracking, vendor data synchronisation, and managing payments, expenses, payroll, and return merchandising. 
• Ensure compliance with automated document management and archiving, proactively meeting regulatory requirements and maintaining organised records. 
• Facilitate financial reporting by continuously collecting and monitoring spending and revenue data in a single dashboard, enabling real-time reporting for agile business decisions.