Case Study: Expense Reduction Analysts improves customer service with Codeless Platforms BPA Platform

Automating email data extraction and improving customer service

Expense Reduction Analysts (ERA) faced a significant challenge in handling the high volume of email enquiries it received. The manual process of entering each enquiry into its ONTRAPORT CRM system caused delays, especially for requests received outside business hours, which harmed the customer experience. Seeking to eliminate these manual tasks and improve responsiveness, ERA turned to the vendor Codeless Platforms for a solution using their BPA Platform.

Codeless Platforms implemented an automated solution that connected ERA's email exchange to its CRM. The BPA Platform was configured to extract key information from various email formats and automatically push the data into ONTRAPORT. This removed the manual entry process, freeing up staff to focus on higher-value work and, most importantly, ensuring prospective customers receive an immediate information pack 24/7, vastly improving the customer experience.

Expense Reduction Analysts

Dominic Williamson

Marketing Coordinator