Sales proposals created in the CRM from the sales rep's email

The problem

At a media group, the advertising sales team entered every proposal into the CRM by hand, and the contacts mentioned in the emails were lost.

What we built

A system that reads the sales rep's email, creates one or several proposals in the CRM and detects new contacts for the rep to review.

How we make it reliable

• If one proposal in an email fails, none of them is created
• The rep decides on every new contact, and it is created in their name