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Industry SolutionsSales Enablement Platform Project for a Consumer Goods Company
The client operated dozens of business systems across different sales channels and workflows, aiming to improve sales operation efficiency. However, in practice, the lack of unified integration and collaboration across systems became a bottleneck. Data couldn’t flow freely, increasing operational burdens and limiting access to comprehensive, reliable information for decision-making.
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01Business Challenges
Sales strategies, execution guidelines, competitive insights, and product knowledge issued by the marketing center were not reaching all channels and dealers in time, resulting in missed opportunities.
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02Difficulty in Data Tracking
Inconsistent structures and reporting cycles across digital platforms required the sales team to wait for manual data consolidation and transformation before business analysis could begin.
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03Fragmented System Usage
Frequent switching between disparate systems created operational inefficiencies, increased workload, and led to a higher risk of errors.
Built diverse announcement templates for multiple business scenarios with personalized email push capabilities. Enhanced information labeling and search functionality, integrating all sales resources and tools into a single, accessible repository.
Real-time synchronization and aggregation of core data across systems, with customized report formats and visualizations—creating a unified portal for data access and insights.
Provided seamless navigation across all related systems along the full sales lifecycle (planning → execution → tracking → analysis), integrated training materials and app descriptions, and streamlined access to resources—enhancing usability and adoption.
Over 30% improvement in marketing center’s information delivery efficiency;
4–8 hours saved per salesperson monthly on information retrieval;
More than 4,000 hours saved annually on locating sales-related resources;
Download speeds 2–3x faster than OneDrive;
L1 support requests across related systems significantly reduced.
中电金信鲸Bot RPA是一款面向金融行业客户的机器人流程自动化的开发平台。
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鲸Bot设计器
鲸Bot设计器集成了浏览器自动化组件，office办公自动化组件，数据库组件，文件处理组件、邮件组件等多种类型组件，通过全栈自动识别技术，自动识别目标元素，使开发过程所见即所得，降低了RPA开发门槛，让业务人员也可以方便地进行业务流程的开发。
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鲸Bot机器人
通过手动执行、定时执行、控制台远程调用的方式运行自动化流程，配合控制台对外提供API接口，供外部程序调用。通过特有的视觉反馈技术提供统一的异常处理机制，极大降低开发和运维成本，让RPA流程运行更加稳定，而解决金融行业因技术人员产能不足难以支持其业务发展的问题。
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