Optimising CRM Filing with Voice Notes and Call Recordings
Our client, an Insurance reseller, faced several issues related to data entry and CRM usage by its sales representatives.
Problem Statement
Delayed Data Entry
Sales reps often had to enter data 'cold' in the evening, or the next day after meetings, leading to incomplete or inaccurate entries due to memory gaps.
Time-Consuming Processes
Filling in numerous fields for different types of records (clients, contacts, tasks, etc.) was time-consuming.
Missing Information
Sales reps typically only filled out mandatory fields, leading to incomplete data.
Administrative Burden
Sales reps perceived administrative tasks as unimportant and preferred focusing on sales activities.
Solutions
Real-Time Data Capture
Voice Parser captures and transcribes voice data from call recordings and voice notes.
Knowledge Mapping
Embedded, classified and labelled all the data within applications using our vector database system to allow effortless screening through the applications based on a variety of parameters.
Key Information Extraction
The system uses natural language understanding (NLU) to extract critical information such as names, dates, amounts, call reasons.
Automated Data Entry
The extracted information is automatically entered into the CRM and other business systems, reducing manual input.
Privacy
Used dedicated cloud servers and open-source small language models rolled out on the company’s servers for cost efficiency and strict data security.
Benefits
Improved Data Quality
Ensures more comprehensive and accurate data entry.
Time Savings
Reduces the time needed for administrative tasks by 80%, allowing reps to focus on higher-value activities.
Mobility
Enhances usability through mobile applications, enabling data entry on the go.
High Adoption Rates
Over 75% of users reported improved CRM usage. Users found the system efficient and time-saving, with many expressing that removing it would be a loss.
By adopting REFLEKT LAB data extraction and automation solution, the Agency transformed their recruitment process and realized significant cost savings, improved efficiency, and client satisfaction, freeing up resources for further growth. This revolutionary approach set a new standard in the temporary work industry, showcasing the power of AI in tackling complex, document-based processes.
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