Wholemeaning (WM)

ActiveAI-native

Grow from conversations with your clients

What it does

Due to the crucial role email plays within our organizations, good email management contributes to increased worker productivity.     But did you know that 37% of business opportunities received through email are not answered by Client Services Consultants and that 55% of churn intentions are conveyed through email? Or that 32% of emails containing requests have at least one instance of client insistence?      On average, a bank can lose $5,000 USD monthly per executive due to unanswered or belatedly-addressed business opportunities and churn threats.      So, what can we do? As team leaders we deal with extremely manual processes, such as asking for screenshots of inboxes, assigning teams to read and label emails daily, requesting consultants to transfer their email data to Excel, and buying CRM or sales software. However, we keep having the same problem and wish for a tool that would allow us to automate the process while giving us the visibility we need.      The solution already exists. At Wholemeaning we work with native Spanish Artificial Intelligence to create a tool that helps Sales and After-Sales Managers prioritize their emails and workload. Additionally, we provide real-time indicators to supervisors in order to control and improve daily management of their teams.     As a result, we are able to help Consultants, Supervisors, Sales and Post-Sales Managers reach their satisfaction, retention, and sales goals, resulting in significantly more efficient teams (prioritization through the plugin, reports, and alerts all in real time).

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