Business Case

How InstaGreen.eu reduced their backoffice processing time with more than 60%

using Sherpas Durden AI solutions
December 17, 2024

In this article:

Overview

InstaGreen is a dynamic and innovative company specializing in sustainable solutions for the green industry.

As a fast-growing enterprise, InstaGreen faced the challenge of managing an increasing volume of inquiries and orders while maintaining operational efficiency and customer satisfaction.

Their goal was to reduce the time spent on repetitive back-office tasks and focus more on business growth and customer relationships.

The challenge: routine tasks overwhelm the back-office team

InstaGreen’s back-office team was overwhelmed with routine tasks, including:

  • Processing a high volume of email inquiries from potential and existing customers.
  • Identifying inquiries related to specific products or services from unstructured email data.
  • Checking pricing tables and calculating order costs based on client-specific variables.
  • Generating and drafting proposals in their ERP system, Holded.
  • Sending personalized offers back to customers via email.

These manual processes were time-consuming, error-prone, and required significant human intervention, leading to delays and inefficiencies.

The solution: AI-powered email response automation by Sherpas Durden

To address these challenges, Sherpas Durden designed and implemented a tailor-made AI automation solution using the following tools:

  1. Make.com:
    An automation platform that orchestrates the workflow, connecting various apps and services to streamline the process.

  2. Natural Language Processing (NLP) AI Agents:
    Custom AI agents were built to analyze incoming emails, extract key information such as customer details, product inquiries, and order specifics.

  3. Dynamic Pricing and Cost Calculation:
    The workflow automatically checks InstaGreen’s pricing tables, calculates costs, and applies any client-specific variables or discounts.

  4. ERP Integration with Holded:
    The automation flow integrates seamlessly with Holded, generating proposals and quotes based on the extracted information.

  5. Automated Email Responses:
    Once the proposal is created, the system sends a personalized offer email to the customer, ensuring prompt communication without manual intervention.

The results

The AI automation delivered significant improvements in InstaGreen’s operations:

  • 80% Reduction in Back-Office Processing Time: Tasks that previously took hours to complete are now handled within minutes.
  • Enhanced Accuracy: Automating data extraction and calculations reduced human errors.
  • Scalability: The solution enables InstaGreen to handle a higher volume of inquiries and orders without additional staff.
  • Improved Customer Experience: Faster response times and accurate proposals led to higher customer satisfaction and retention rates.
  • Cost Savings: By minimizing manual work, InstaGreen reduced operational costs and reallocated resources to strategic growth initiatives.

” Sherpas Durden’s AI automation solution has transformed our back-office operations. What used to take hours now happens in minutes. We can focus on scaling our business while ensuring our customers receive fast and accurate service. This is a game-changer for us.”

Anneke Stolk – CEO @ InstaGreen.eu

Conclusion

By partnering with Sherpas Durden, InstaGreen successfully streamlined their operations, reduced manual workload, and positioned themselves for future growth. This case highlights the power of AI-driven automation to unlock efficiency and scalability for SMEs in the green industry and beyond.

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