Credit checks

How the Digital Assistant helps

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


% more speed


% increased productivity


% manual error reduction


  • Sales team take up the task of inputting Sales and Order information  from other ERP into the CRM
  • Employees enter the data for customer quotes, order tracking from spreadsheets and other sources into CRM


  • 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.


This demo shows the Digital Assistant checking the credit limit and recording the results in a spreadsheet.

Leave a Reply

Your email address will not be published. Required fields are marked *

Scroll to top