Global Exports Automates Data Entry, Boosting Efficiency by 60%
Global Exports was struggling with transferring data between their CRM and ERP systems. Using AI Streamline, they automated the entire process, ensuring data consistency and boosting operational efficiency by 60%.
The Challenge
Employees at Global Exports were spending hours each day manually copying and pasting data from their Salesforce CRM to their SAP ERP system. This repetitive work was not only tedious but also a major source of costly data inconsistencies and shipping delays.
The Solution
Using AI Streamline's no-code workflow builder, Global Exports designed and deployed a custom AI agent that acts as a bridge between the two systems. When a new order is marked as 'Closed-Won' in Salesforce, the agent is triggered. It automatically extracts all relevant customer and order information, reformats it for the ERP system, and creates the new entry in SAP—all within seconds.
The Results
The company achieved a 60% increase in operational efficiency within the first two weeks. The risk of data entry errors was reduced to zero, leading to more accurate shipping and billing. The automation saved the team approximately 15 hours per week, allowing them to focus on building client relationships instead of managing data.