See how forward-thinking companies are extending capacity and accelerating growth with Teammate Digital.
Company names anonymized to protect client confidentiality
Operations team cuts onboarding time by 95% while handling 2x the client volume.
"Our Digital Teammate cut our new client onboarding time from 3 days to 4 hours, allowing our team to handle twice the volume with less stress."
The company's manual onboarding process involved coordinating across 5 systems, creating 12+ documents, and countless back-and-forth emails. Each new client took 3 full days of work.
A Digital Teammate now orchestrates the entire workflow: creating accounts in their CRM and project management tool, generating customized onboarding packets, scheduling kickoff meetings, and sending welcome sequences – all triggered by a single form submission.
Sales ops team eliminates CRM data entry and accelerates lead qualification.
"We went from our reps spending 25% of their time on data entry to zero. Now they're doing what they do best – selling."
Sales reps were spending 4+ hours per week manually updating Salesforce from emails, qualifying inbound leads, and creating weekly forecast reports. The ops team couldn't scale with growing lead volume.
Their Digital Teammate monitors email conversations and automatically updates CRM records with relevant details, qualifies leads based on company criteria, schedules follow-ups, and generates weekly forecast reports every Friday morning.
Finance team automates invoice matching and variance reporting for faster closes.
"Our month-end close went from a dreaded 5-day sprint to a streamlined 8-hour process. The team can now focus on strategic financial analysis instead of manual reconciliation."
The finance team spent the first week of every month manually matching thousands of purchase orders to invoices, reconciling transactions, and generating variance reports. Errors were common and corrections took additional time.
A Digital Teammate now automatically matches POs to invoices, flags discrepancies above $1,000 for review, generates budget variance reports, and distributes them to department heads – all with complete audit trails.
HR team automates candidate screening and interview coordination during rapid growth.
"We're hiring 150% more people per month with the same HR team. Our Digital Teammate handles all the scheduling gymnastics and ensures every candidate has a great experience."
During a period of rapid growth, the HR team needed to triple hiring velocity. Manual screening of 500+ applications per week and coordinating interview schedules across time zones was becoming impossible.
Their Digital Teammate screens applications against defined criteria, schedules interviews with candidates and hiring managers across multiple time zones, sends reminders, and processes time-off requests for existing employees.
Support team triages and categorizes 10,000+ monthly tickets with perfect consistency.
"Response times dropped from 8 hours to 2 hours. Every ticket is routed to the right specialist immediately, and our CSAT scores have never been higher."
With 10,000+ tickets per month across multiple products, manual triage was slow and inconsistent. Tickets often sat in queue for hours or were routed to the wrong specialist, frustrating customers.
A Digital Teammate now reads every incoming ticket, categorizes by product and urgency, assigns priority levels, routes to the appropriate specialist, and drafts initial response templates based on the issue type.
Marketing ops automates data collection and report generation across 50+ clients.
"What used to take our team 2 full days every week now happens automatically every Monday morning. Clients love the consistency and detail."
Creating weekly campaign performance reports for 50+ clients required pulling data from Google Analytics, social platforms, ad managers, and CRMs – consuming 2 full days of the ops team's time every week.
Their Digital Teammate compiles metrics from all sources, detects anomalies, generates narrative summaries highlighting key wins and concerns, and distributes customized reports to each client every Monday at 9 AM.
Join hundreds of teams extending their capacity with Teammate Digital.