Sample IPA Use Cases: Sales & Support
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
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
Content mining for automated sales opportunity discovery and CRM workflow.
PRODUCT FEEDBACK & FEATURE REQUESTS
Manage the river of customer input you receive across web, email, and CRM.
Industry Solutions Briefs/Customer Case Studies
Global Insurance Company
RFP Process Automation
Parsing of RFP related customer documentation to create automatic deal summary and Go/NoGo analysis.
Investment Services Firm
Automatic parsing of B2B contracts to expedite new client onboarding.
Financial Information Services Provider
Analysis of customer support feeds from three separate CRM instances to identify core issues; creation of a unified customer support dashboard for monitoring.
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.
Get in Touch