The Challenge
A Global Hotel Company’s Sales Efficiency team needed to accelerate the process of submitting group opportunities to properties, as their existing manual approach was slow and labor-intensive. The team managed 100k+ opportunities, with varying degrees of data structure, which required significant time for review and submission. This often resulted in inefficiencies, delayed responses, and heavy reliance on human intervention. To overcome these challenges, the client aimed to leverage AI and automation to streamline opportunity submission, improve accuracy, and reduce processing time - while keeping a human in the loop for final approvals.
ProcDNA's Solution
Managing Scale Efficiently
Addressed the large volume of opportunities by reducing labor intensity
GenAI-Powered Automation
Extracted data from unstructured emails and converted it into structured, predefined formats
CRM Validation
Built-in review process within CRM ensured sales team approval before confirming contracts and opportunities
Single-Point Adoption
Positioned CRM as the central tool for opportunity management, driving stronger adoption
Impact
2X Throughput Increase
Faster overall opportunity processing
100% Accuracy
For simple opportunity data extraction, freeing agents for higher-value tasks
50% Time Reduction
Significant cut in expected submission time
Global Alignment
Standardized submission quality and structure, simplifying work across teams
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