Get real-time customer insights

Positive experience is the cornerstone of any successful customer relationship.

Retrieve customer information in real-time. An intelligence-based Robotic Process Automation can help your salespersons and customer service agents build customer trust by providing personalized customer insights and recommendations in real time.

The RPA bot identifies a customer and connects with your CRM system to pull relevant information instantly based on the preliminary information already provided by the customer such as name, phone number etc. The salesperson or the customer service agent can then focus on creating specific customer insights that add value. The information pulled can also provide insight like next steps, best product recommendations, and upselling opportunities creating a personalized interaction for the customer. Gaining trust through positive experience helps to retain customers and increase opportunities to sell additional products and services.

Contact KEYVRIX to learn how to use intelligence-based RPA to improve customer experience by providing personalized customer insights.