Use Cases

SalesHero is an intelligent automation platform that eliminates repetitive sales tasks, automates customer requests and augments sales rep intelligence. These three pillars power dozens of use cases across varying industries.

Scheduling Automation

SalesHero reduces the back-and-forth it takes to confirm an appointment by drafting an email response and …

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CRM Data Maintenance Automation

SalesHero automatically logs and updates CRM records for sales representatives, which increases team productivity and revenue.

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Scheduling Automation

Robotic process automation tools like SalesHero can detect the intent of incoming messages and automate scheduling …

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CRM Data Maintenance Automation

SalesHero automatically logs and updates CRM records for these teams, which increases team productivity and provides …

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Cross-sell & Upsell Recommendations

SalesHero can identify opportunities for sales reps to cross-sell or upsell different products to a customer …

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Activity Tracking

SalesHero automatically logs and updates CRM records for sales representatives, which increases team productivity and revenue.

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Best Next Step

SalesHero augments tech sales rep’s behaviors to improve conversion rates by giving next best steps recommendations …

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Scheduling Automation

SalesHero reduces the back-and-forth it takes to confirm an appointment by drafting a response and automatically …

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CRM Data Quality Maintenance

SalesHero collects customer and business data to increase the accuracy and reliability of customer data for …

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Churn Prediction

SalesHero analyzes customer behavior to find risk factors, alerts the sales or service representative and offers …

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Cross-sell & Upsell Recommendations

SalesHero can identify products related to items a customer has purchased before or suggest products that …

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Risk of Policy Lapse

SalesHero can reduce the money outflow by alerting the insurance broker of the risk before a …

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Automate Common Customer Requests

SalesHero’s natural language processors can understand the intent of a human message and automate proper next …

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Claim Processing

SalesHero’s AI automation platform eliminates the repetitive processes required to process an insurance claim, cutting costs …

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Document Generation

Using field mapping technology, SalesHero can pull data from both structured (CRM system data, spreadsheets) and …

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CRM Data Quality Maintenance

SalesHero has over 50 connectors to data sources to increase the accuracy and reliability of customer …

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Activity Tracking

SalesHero automatically logs and updates CRM records for insurance brokers, which allows them to give better …

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Scheduling Automation

Business process automation tools like SalesHero can detect the intent of incoming emails and automate scheduling …

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Cross-sell Financial Products

SalesHero can identify opportunities for brokers to cross-sell or bundle additional policies by comparing policies of …

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Customer Intelligence/ Rep Briefings

SalesHero can provide a broker with valuable information and recommendations based on the needs of the …

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Best Next Step

SalesHero can augment an insurance broker’s selling behavior to improve conversion rates by providing them with …

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Predictive Lead Scoring

SalesHero can scrub databases and lead lists to suggest new leads to brokers based on criteria …

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Mortgage Loan Cross-sell

SalesHero can suggest that bankers attempt to cross-sell mortgages to current customers who show home-buying behavior …

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CRM Data Quality Maintenance

SalesHero increases the accuracy and reliability of customer data for financial institutions by accurately automating CRM/databases …

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CRM Activity Tracking

SalesHero automatically logs and updates CRM records for bankers, allowing them to give better serve and …

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Scheduling Automation

SalesHero reduces the back-and-forth it takes to schedule an appointment by drafting a response with the …

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Best Next Step

SalesHero augments bankers’ behaviors to improve conversion rates by providing next best step recommendations based on …

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Automate Common Requests

SalesHero’s natural language processors can determine the intent of a message and automate a written response …

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CRM Data Quality Maintenance

SalesHero increases the accuracy and reliability of customer data for telecommunications providers by automating CRM and …

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Predictive Lead Scoring

SalesHero can suggest new leads to telecom sales representatives and prioritize new and existing lead lists …

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Activity Tracking

SalesHero automatically logs and updates CRM records for sales associates, allowing them more time to better …

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