Automazione AI della pipeline di networking: gestione contatti da 4 ore a settimana a 7 minuti, zero errori di trascrizione.

4 hours a week to enter contacts into the CRM. Down to 7 minutes.

A consulting services company collected contacts from networking events on LinkedIn, email, business cards and WhatsApp. Transferring them manually into the CRM was slow, error-prone and impossible to standardise. Instead of building the system ourselves, we taught the team to do it — on a real project, in one month.

  1. 01 / 04

    The situation

    • 4 hours a week to enter contacts into the CRM — 8 errors or omissions a month
    • Different, non-standardised sources: LinkedIn, email, business cards, WhatsApp
    • No uniform process for follow-up and post-acquisition management

  2. 02 / 04

    Flow analysis

    • Identification of the manual steps that could be eliminated and of the AI tools already available in the company
    • Choice of the real project on which to build the training

  3. 03 / 04

    Basic and advanced AI course on a real project

    • 4 weeks of periodic sessions, from the basics to advanced use of the tools already in use
    • After 2 weeks the team was already implementing the system on its own — the following weeks were used to optimise it

  4. 04 / 04

    Autonomy and subsequent flows

    • The two people trained then went on to train the remaining colleagues on their own
    • The team started 5 new automations in different areas — no external support required

The results

  • -97%time to enter contacts into the CRM (from 4 hours to 7 minutes)
  • -100%transcription errors (from 8 a month to zero)
  • 1.000%direct ROI in the first year