Upgrade offers calculated from invoices before the customer is contacted.

A bot reads the customer base and invoices and hands the seller an upgrade offer that is already calculated.

Client: Algar
Solution: Sales automation
Technology: Data-collection bot
Invoice reading
Offer calculation
Operations dashboard

The problem

The team received lists of customer IDs, opened the CRM one customer at a time, downloaded each invoice, analysed the services and built the offer by hand. Only then did they try to reach the customer.

How it was done

Receive the list of customer IDs
Open the CRM, one customer at a time
Download the invoice and analyse services
Build the offer by hand
Try to reach the customer

The solution

1
Bot
Queries the base, downloads invoices, analyses each account’s services and calculates the offer, using acceptance history from the same region.
2
Supervisor
Receives the analysed opportunities and assigns them to sellers.
3
Seller
Calls or messages on WhatsApp with customer, record and offer already filled in.
4
Record
Marks whether the sale closed. The result goes back to the dashboard.

Results

30,000new offers prepared per day, on average
1.4 millionrecords imported into the dashboard
575,000offers generated in the dashboard
R$ 80,000in monthly upgrade revenue in the latest month reported, up from R$ 6,000–7,000

Daily volume and revenue as reported by the operation’s manager. Dashboard totals are cumulative up to the capture date.