Less typing, more selling: With BSI, things run smoothly

Too much time is spent on manual data entry, meeting logs, and documentation. Errors creep in, essential information gets lost or turns up too late. This means delayed responses and tedious processes, and it has a direct impact on customer satisfaction as well. Valuable time that could be used for the actual conversation is lost in the process. 

What the customer rep has to do BEFORE the integration of BSI

1. Set up an appointment for the sales call as a communication
2. Manually obtain consent for data processing 
3. Create the meeting log
4. Create a summary for the customer
5. Document the results as well as the next steps in CRM
6. Manually send out the appointment-related documents

BSI handles the data collection, the meeting logs, and the documentation – and it’s all automated. This means that all the information is available instantly, without any guesswork or correction loops. Finally, there is time for what’s essential: real conversations and delighted customers.

What the customer rep has to do AFTER the integration of BSI

1. Set up an appointment for the sales call as a communication
2. Automatically obtain consent for data processing
3. AI automatically transcribes the conversation
4. AI automatically summarizes the conversation
5. Automated documentation in BSI CRM and document preparation
6. Do a brief visual review of the results before the BSI CRM sends them out with process support

The integration of BSI eliminates a total of four work steps, making day-to-day sales discussions much more relaxed.