Automating Sales Enquiries Acknowledgement Process Using UiPath GenAI Activities

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Automating Sales Enquiries Acknowledgement Process Using UiPath GenAI Activities

Use Case Description

Background:

In organization named Techy Inc, responding promptly to customer enquiries is crucial for maintaining customer satisfaction and fostering potential sales leads. Currently, the process of acknowledging sales enquiries involves manually checking emails, crafting personalized responses, and sending them to customers. This manual process is time-consuming and prone to delays, especially during high-volume periods.

Objective:

The goal is to automate the Sales Enquiries Acknowledgement Process using UiPath. The automation should streamline the process of monitoring the sales inbox, summarizing information from enquiries, generating personalized responses, and sending acknowledgement emails. This will ensure timely communication with customers and free up valuable time for the sales team to focus on more strategic activities.

Scope:

The automation will cover the following key areas:

  1. Monitoring the sales enquiries inbox for new emails.
  2. Extracting necessary details from each sales enquiry email.
  3. Generating a personalized acknowledgement email based on the extracted details.
  4. Sending the personalized acknowledgement email to the customer.

Constraints:
The automation should be robust enough to handle different email formats and potential exceptions (e.g., missing sender’s name).
It should operate within the existing IT infrastructure and comply with company policies and data protection regulations.
The solution must be scalable to handle varying volumes of sales enquiries.

Success Criteria:

The automated process should accurately identify and process all new sales enquiry emails.
Personalized acknowledgement emails should be generated and sent within a predefined timeframe (e.g., within 5 minutes of receiving the enquiry).
All sent emails should be logged accurately for future reference.
The solution should reduce the manual effort involved in acknowledging sales enquiries and improve the response time.
By automating the Sales Enquiries Acknowledgement Process with UiPath, the organization aims to enhance operational efficiency, improve customer satisfaction, and enable the sales team to focus on higher-value tasks.

AS-IS WORKFLOW, TO-BE WORKFLOW

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Other information about the use case

Industry categories for this use case: Customer Service, Information Technology and Services, Marketing Sales

Skill level required: Beginners

UiPath Products that were used: UiPath Studio, UiPath Action Center, UiPath AI Center

Other applications that were used: Integration Services

Other resources: See Exploring the UiPath GenAI Activities - Unlocking the Power - Virtual Event at UiPath Pune

What is the top ROI driver for this use case?: Improve customer experience

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