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automaited

Your digital inside sales team

Monthly visits
2K
Added
Jun 22 2023

About automaited

automaited functions as a digital inside sales team for manufacturers and distributors, processing inquiries, orders and communications within existing ERP/CRM environments. The tool operates under defined business rules, with human teams reviewing exceptions. It emphasizes that the system handles tasks automatically according to pre-set workflows and data sources. It supports a range of internal tasks from order entry to customer care, and is a workflow automation aid rather than a standalone customer interaction channel.

It states that inputs arrive from channels such as email, WhatsApp, phone, documents, and API events, and that system access can be read-only or write-enabled where approved.

automaited highlights its capabilities across inquiry handling, quotes and tenders, order capture, delivery date checks, and master data maintenance, with traceable processing and sources. It emphasizes that tasks are executed in the user’s ERP/CRM and that the business rules govern approvals and handoffs to human decision-makers when needed.

Use cases

  • Automate orders and routine operational tasks
  • Automate recurring operational processes
  • Reduce workload for inside sales by processing orders
  • Improve day-to-day processing efficiency

Key features

  • Automates inquiries, quotes, orders and operational customer communication
  • Uses company context, business rules and approved external sources
  • Gathers information, plans and executes within your systems
  • Maintains data integrity with traceable sources
  • Delivers outcomes like answered inquiries and updated data
  • Integrates with ERP, CRM and other systems

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Frequently asked questions

How are our existing systems used?
Your existing systems remain the source of truth. Your IT team defines which data may be read; we agree write permissions separately. Depending on the agreed integration, direct system actions or existing import methods are possible.
When is our team involved?
For sensitive decisions, conflicting data or cases outside the agreed scope of tasks. Your team receives the request, sources, steps so far and a concrete proposal.
How are access and data protected?
You define which data and systems automaited may access. Sensitive actions have approval thresholds; processing and sources remain traceable.
How quickly can we start?
After kick-off, once basic tasks and rules are agreed, we set up a first test version within days.
What is needed from our team?
Your business team contributes typical cases, business rules and exceptions and evaluates initial results. Your IT team agrees the required data, interfaces and permissions with us.

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