Sales and Marketing RPA use cases

Market intelligence

Market intelligence Automation can be getting the information relevant to a company's market - trends, competitor and customer (existing, lost and targeted) monitoring, gathered and analyzed specifically for accurate and RPA help in confident decision-making in determining strategy in areas such as market opportunity, market penetration strategy, and market development.

Sales
sales
Sales Quote automation

RPA automates the process of creating and personalizing quotes by using contact data directly from your CRM. The RPA tool has an interactive pricing table so recipients can select from multiple pricing/ product options, update quantities to meet their needs; Quote recipients can access, sign, and send back the quote via any device.

ERP Automation

Using RPA to automate allows organizations to reap the benefits of modernization without replacing the system with a complex, costly, and time-consuming undertaking.

sales
sales
Update CRM

RPA can notify and update your CRM database according to ERP. Even send automated emails to your customers and build reports that will help you get a better insight into your customer profile. This will help develop better strategies to reach them. Get those reports delivered to your inbox regularly. Automation can help call center agents with auto-replies, customer recognition, and auto-filling & updating customer tabs.

Competitor price monitoring

A competent RPA implementation partner will train bots to automatically send price updates to your ERP system or enterprise reporting solution, which will allow you to review price fluctuations and other trends via a dynamic dashboard.

sales
sales
Marketing campaign administration

RPA can include monitoring customer activities for upselling opportunities through segmented campaign targeting and preparing data for customer subscription or warranty renewals. Automation can also assist with campaign management data collection through web scraping and information dissemination for both marketing and sales activities.

Market / Client Research

RPA can be used to research the market/client to improve sales. For example, it can gather insights such as market conditions, competitor pricing, client preferences, etc., that help the sales team save a significant number of hours.

sales
sales
Lead Generation

RPA is helping markets generate more leads by automating lead generation tasks such as online behavior tracking, automating email response, publishing content, collect lead lists, etc.

Sales
Market intelligence

Market intelligence Automation can be getting the information relevant to a company's market - trends, competitor and customer (existing, lost and targeted) monitoring, gathered and analyzed specifically for accurate and RPA help in confident decision-making in determining strategy in areas such as market opportunity, market penetration strategy, and market development.

sales
Sales Quote automation

RPA automates the process of creating and personalizing quotes by using contact data directly from your CRM. The RPA tool has an interactive pricing table so recipients can select from multiple pricing/ product options, update quantities to meet their needs; Quote recipients can access, sign, and send back the quote via any device.

sales
ERP Automation

Using RPA to automate allows organizations to reap the benefits of modernization without replacing the system with a complex, costly, and time-consuming undertaking.

sales
Update CRM

RPA can notify and update your CRM database according to ERP. Even send automated emails to your customers and build reports that will help you get a better insight into your customer profile. This will help develop better strategies to reach them. Get those reports delivered to your inbox regularly. Automation can help call center agents with auto-replies, customer recognition, and auto-filling & updating customer tabs.

sales
Competitor price monitoring

A competent RPA implementation partner will train bots to automatically send price updates to your ERP system or enterprise reporting solution, which will allow you to review price fluctuations and other trends via a dynamic dashboard.

sales
Marketing campaign administration

RPA can include monitoring customer activities for upselling opportunities through segmented campaign targeting and preparing data for customer subscription or warranty renewals. Automation can also assist with campaign management data collection through web scraping and information dissemination for both marketing and sales activities.

sales
Market / Client Research

RPA can be used to research the market/client to improve sales. For example, it can gather insights such as market conditions, competitor pricing, client preferences, etc., that help the sales team save a significant number of hours.

sales
Lead Generation

RPA is helping markets generate more leads by automating lead generation tasks such as online behavior tracking, automating email response, publishing content, collect lead lists, etc.

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