Ah, the age-old struggle: automation vs. the personal touch! It's like trying to bake the perfect soufflé—light and efficient but still warm and personal. ?? The secret? A platform with processes that prompt, enable, and simplify those thoughtful, personalised touches. Because nothing says 'I care' like remembering someone's name and their favourite pastry order while automating the rest!

It's about finding out the right balance between the usage of both the entities. Automation in the sales process with a personalized touch with the client is going to be the game changer Moreover anticipating the client's needs before even himself with a personalized touch will also stand out.

Na era do imedotismo e Inteligência artificial, o mínimo que precisamos fazer é simplificar o trabalho de quem está na linha de frente com os clientes com informa??es relevantes e que ajudem a encurtar a sondagem e oferecer solu??es compatíveis com a necessidade dos clientes. Humanizar o atendimento é falar com todos os clientes da forma mais particular, prestando uma consultoria de verdade que gere valor para o cliente final.

Situation: ?? As a trainer, I was tasked with helping a client automate sales processes while addressing concerns about losing the personal touch with long-term customers. Task: ?? My goal was to streamline processes without compromising meaningful customer relationships. Action: 1?? Personalised automation with dynamic email templates referencing names and purchase history. 2?? Segmented customers for targeted, relevant campaigns. 3?? Key touchpoints managed personally, like handwritten notes. 4?? Feedback loops ensured customers felt valued. Result: ?? 30% efficiency boost, 15% higher satisfaction—automation enhanced human connections. ??

As someone currently in the Agritech industry, I have found that making systems that prompt nad engage customers and companies can be one strategy of making sure that the personal touch remains intact since the same platforms can be used to maintain the relationships. Persinal birthday greetings, tailored promotions, award points etc. can make a client still feel involved and part of the process rather than the goal. Automation in sales can also mean giving feedback in quality of product and service. It is how we use systems rather than just having systems that defines the level of personal engagement that a company has with it's clients.