Credit Checks

Bots check the credit limits of your customers before key transactions are executed.

Bots check the credit limits of your customers before key transactions are executed.

  • A digital assistant picks up Sales and Order information from ERP periodically and enters the same in CRM
  • Digital Assistants are emailed the customer quotes, order tracking, shipment tracking data to be input into CRM.
  • The sales team is notified of any exceptions that the team needs to take care of.

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