Automated display of customer data (RPA / plugin / extension)

Automated display of customer data (RPA / plugin / extension)


As soon as a customer calls, it takes the employee of a consulting company for financing about 5 minutes to navigate in 4 systems to the place in the program where access to the customer's data is possible (Windows Explorer, CRM and two financing portals)


The employee enters the customer's name via an individually developed browser plug-in (extension). This automatically opens the customer's information in every program.

Value enhancement

The employee can start providing advice immediately after entering the customer's name.

With 100 customer calls per day, this little tool not only saves over 180 hours of working time per month (equivalent to the cost of two part-time employees), but also ensures a higher number of accepted customer calls and increased customer satisfaction - every day.

Worth knowing

RPA (Robotic Process Automation) refers to the automated processing of structured business processes by digital software robots.

At new direction GmbH, we implement these and similar solutions quickly and reliably. If you have any questions or specific concerns, please feel free to contact us directly. 


Do you want to prepare your company for the digital transformation?
Then make an appointment with us now for a free consultation.

new direction GmbH
Hauptstraße 7
86356 Neusäß

Tel.: +49 (0)821 54370-00
Fax: +49 (0)821 54370-20
new direction GmbH Neusäß,
Zweigniederlassung St. Gallen
Langackerstrasse 8
9010 St. Gallen

Tel.: +41 (0)71 45522-57