Understanding unstructured content to improve sales and support operations

A typical customer sales cycle from prospecting to closed to onboarded means hundreds of documents, messages, requests and more, and typically involves multiple processes. You need to classify documents and customer support interactions, extract critical information from contracts and product feature requests, and create a comprehensive view of critical topics and themes across your customer touchpoints.

Traditional approaches using content management, tags, and keywords don't scale fast enough to keep up with the changing needs of your customers. Intelligent Process Automation turns your processes into a competitive advantage by accelerating your ability to respond to new opportunities, enhance service levels with customers and improve operational efficiency.

Sample IPA Use Cases: Sales & Support

CUSTOMER SUPPORT AUTOMATION & ANALYSIS
CUSTOMER SUPPORT AUTOMATION & ANALYSIS

Replace manual content review with automated analysis. Speed up cycle time to identify relevant content and highlight outliers. Discover new insights within existing unstructured enterprise data.

RFP ANALYSIS & COMPOSITION
RFP ANALYSIS & COMPOSITION

Analyze past RFP’s to determine winning language. Assess question and response to optimize language for a set of questions. Create initial draft response from model for human review.

SALES OPPORTUNITY WORKFLOW AUTOMATION
SALES OPPORTUNITY WORKFLOW AUTOMATION

Content mining for automated sales opportunity discovery and CRM workflow.

PRODUCT FEEDBACK & FEATURE REQUESTS
PRODUCT FEEDBACK & FEATURE REQUESTS

Manage the river of customer input you receive across web, email, and CRM.

Industry Solutions Briefs/Customer Case Studies

The Indico team is available to help guide your efforts and assist you with potential use cases and deployment best practices. See our Resources page for additional insights and ideas on how to address your process challenges.

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