Better sales and a smoother back-office through AI with OBF


At Dazerolab we are always on the hunt for innovation because we believe it is the key to making our customers’ companies more competitive on the market. For this reason, in our previous article Artificial Intelligence: the next frontier of sales, we saw how the use of artificial intelligence in sales is one of the most interesting future trends in the market. Let’s find out more on the subject.

AI today: no more science fiction

Despite technological progress showing us the opposite every day, today when we think of artificial intelligence and machine learning we often end up getting surprised and finally relegating it to the science fiction department. The surprise is that not only has artificial intelligence today exceeded the basic levels to develop further but also that often we are unaware of how much it is already an integral part of our daily and working lives. Setting aside literary and cinematographic scenarios for a moment, we find smart applications in truly unsuspected and common fields; for example, artificial intelligence and machine learning are today commonly used in:

– the bots that more and more frequently welcome our questions and direct us to the right section during customer care processes;

– the new recognition systems of the latest generation surveillance systems;

– the use of data analysis to offer the right products to customers during shopping.

These are just some of the most common uses because artificial intelligence is also making great strides in many other sectors, such as transport – with self-driving vehicles like those by Google and Tesla; scientific research and health with in-depth analysis of diagnostic images; or warehouse management for constant updating and automatic replenishment of stocks.

Of course, in the midst of all these daily uses, a little science fiction always remains: after all, the achievement of the impossible, of the fantastic, is the basis of progress itself. But in general, we can say that artificial intelligence is more common today than we might think and that great things await us in this field in the future.

AI and machine learning for better sales processes

The cases we have just listed are the most striking, but as we said there are many uses of artificial intelligence that are integrated undisturbed in our personal and work environments, making our daily life better. Among these, the Sales sector, which today is increasingly digitized, has embraced the use of AI as well. This is not a big surprise, after all, given that sales can be an incredibly complex sector, both for its intrinsic quality e.g., the quantity and type of data and variables it manages and for the heavy regulation to which it is subjected in some fields, for example, that of utility companies.

Artificial intelligence is a real blessing for the sales sector because it can help companies that choose the right tools to enhance and speed up processes, freeing up resources and halving human errors in data entry. Additionally, effective use of AI can mean deeper insights into customer needs and increased sales.

In particular, the use of artificial intelligence and machine learning can improve and speed up commercial back-office processes in fields such as:

  • invoice processing;
  • archive digitization;
  • relevant data extraction;
  • mailroom automation;
  • purchase orders;
  • smart contract management.

In short, the entry of new AI digital assistants may be the right choice for the world of sales, in particular (but not exclusively) digital sales.

OnBoarding Funnel and AI: what we can do for your sales processes

Given all these factors and the incredible uses of artificial intelligence and machine learning in the sales sector, at Dazerolab we have embraced innovation and we started developing new methods to improve company sales processes, which add to those we already offer. OnBoarding Funnel, our innovative platform dedicated to the world of Utility companies and digital selling, will soon offer various AI tools with a focus on simplifying the commercial back office and facilitating the sales and customer onboarding phases. Among these, tools will be available to facilitate data entry from official documents, such as:

  • data extraction with machine learning;
  • smart document processing;
  • optical character recognition;
  • form and table extraction;
  • handwriting recognition.

The new OnBoarding Funnel developments in the direction of machine learning and the use of artificial intelligence will allow customers who choose us to seamlessly integrate solutions specially created for the moment of customer onboarding, in complete safety and speed, automating processes and excluding human errors.

In particular, these new features will help companies:

  • enhance customer data collection through automatic recognition after uploading identity documents;
  • automatically recognize the validity and type of identity document by reporting any discrepancies or errors;
  • recognize and read handwriting;
  • detect the presence of special characters.

All of these advanced tools make the first contact, customer onboarding and contract closure processes incredibly effective, agile and extremely efficient.

AI and machine learning: better start today

As with any technological innovation on the market, the early adoption of artificial intelligence and machine learning offers incredible competitive advantages: embracing the new technological revolution now means taking a step ahead of your competitors and offer a state-of-the-art service to end customers. In the future this will make a difference, we have no doubts. Therefore adopting a tool like OnBoarding Funnel today can be the winning turning point of tomorrow.

Are you interested in finding out more about OnBoarding Funnel and our new machine learning and artificial intelligence tools for Utilities? Contact us now to book a call or to request your free demo!

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