The situation
Sales agents went out to customers with the information they remembered or with Excel files kept individually. Overdue amounts, recent orders and each customer’s trend existed in the company’s systems, but did not reach the field in time.
What we built
An assistant on the phone which, on the /vizita <customer> command, returns a briefing calculated from the CRM: overdue and current invoices, the month’s sales against the same period last month, the product groups that are falling or rising, what needs following up and what can be proposed. The team’s notes about the customer appear below the figures.
The system runs on an appliance installed at the company’s office. The commands are deterministic: the figures come from the CRM, not from a model.
The result
The reps walk into a customer knowing that customer’s history as it stands today: the orders, the complaints and the overdue invoices, without calling the office.