Operational Excellence and AI-Driven Customer Service

Executive summary

A leading company in the beverages and food sector in Spain consolidated its digital transformation by combining a robust CRM with Process Mining technology and applied AI. The result: a more agile commercial operation and a next-generation Customer Service.

 

Context and opportunity

The CPG sector is experiencing a dual pressure era: tight margins and increasingly demanding consumers. The ability to respond quickly, personalize service, and automate repetitive tasks has become a differentiating factor against the competition.

 

 

 

Business need
  • Fragmented Customer Service with response times that needed improvement.
  • Limited visibility into commercial processes for decision-making.
  • Sales team without a truly integrated tool.
  • Need to scale operational capacity without proportionally scaling costs.

 

The solution

An integrated technology strategy based on the synergy of three capabilities:

  • Centralized service with full traceability of every interaction.
  • 360° customer view for the sales team.
  • AI agents capable of resolving basic incidents autonomously.
  • Process Mining to map real processes and prioritize data-driven improvements.

 

Implementation

We applied a layered transformation approach, aligning the process analysis engine with the functional deployment of CRM and AI. Each initiative was prioritized by measurable business impact.

 

Results
  • 70% of queries self-resolved (estimated) thanks to AI Agents in the Customer Service department.
  • 40% reduction in average case handling time.
  • 41% reduction in operational costs per incident.
  • +57% improvement in first-contact resolution effectiveness.
  • 5 productive AI use cases active in customer service.

True digital transformation is not about adding tools, but about orchestrating technology, data, and people with a single objective: creating value where there was previously friction.