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The company for sale is part of a Group that supports the development of cutting-edge products and services by financing innovative ideas and transforming them into businesses with high customer value. Companies in the portfolio are active in designing advanced IT systems, delivering IT outsourcing services and in creating technological products for industries such as logistics, biotechnology, healthcare, renewable energy sources, chemical, environmental protection, construction, etc. The group supports innovative projects and provides research results that drive competitive advantage. The group has plans for selling one of its portfolio companies. The company for sale is active in the robotic process automation (RPA) sector and services clients from fin-tech, insurance and marketing technology. The product delivered is a proprietary platform and is built around workflow automation. It allows flexibility in building products in the field of business process automation. The company has its own R&D team, long-term contracts and reference implementations. The company records less than 1M revenue, but given the company has very innovative technology the owners value the company at more than 3m Euro. 

The company developed a smart assistant product that is based on Artificial Intelligence technology, more specifically it uses robotic process automation (RPA). It is known that current process automation in an enterprise is focused on back-office and does not support front-line empowerment. Field sales representatives don't appreciate much CRM reporting and data entry due to complicated legacy software. The company created this digital product that fully automates the current sales reporting process. It is a new generation process automation platform that takes into account business operating conditions, analyses staff’s actions and helps the sales team to take better decisions based on the everyday work with clients. The digital assistant solution automates typical activities in the sales process, enters more data in CRM thanks to automatic integration and drives more than 20% increase in the sales reporting efficiency.

The application is built on the basis of automation workflows and integrates with smartphones. The system collects and combines data from various sources (such as telephone messaging, e-mail, calendar) takes conclusions and increases the sales opportunities by recommending the seller to do specific work based on the information received and summarized. Actions and behaviour may be changed depending on the business, without the need to modify the application. Workflows can be triggered using voice commands, as well as other triggers from external systems. The digital assistant helps in customer relationships and makes sure sales agents complete tasks and take care of incoming leads. It generates automated summaries and reports automatically to management persons. The company's clients agree these innovative products and services developed by the team can improve the sales process efficiency. The digital assistant product solves an automation issue related to sales people by using a mixture of technology and thorough understanding of the sales process. 

The company for sale developed a digital assistant software solution that supports sales team with the following activities:

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