Sales Automation Bot

Sales Automation BOt

Use Case Description

Having a strong sales team is the key differentiator for any organization to get business. Since this has direct impact on the revenue of the organization, it is imperative that the sales team is on top of making the right contacts.
As the sales team needs track of the relevant contacts this process is the right fit for an automation.
The following steps can be taken to automate this.

  1. Get the list of prospective contacts from Sales Navigator or any other relevant tool in form of excel sheet.
  2. Add the customized sales message to this sheet.
  3. Bot will read this excel sheet
  4. Bot sends the automated email notification along with calendar invite (e.g. calendly.com invite)
  5. The bot will keep updating the sheet based on the customer response else remind the next set of customers in the next run.

This will automate the sales experience for the sales team and certainly increase the revenue for the organization. Sales bot is the need for every organization to grow your sales!

AS-IS WORKFLOW, TO-BE WORKFLOW

Other information about the use case

Industry categories for this use case: Marketing Sales

Skill level required: Beginners

UiPath Products that were used: UiPath Studio

Other applications that were used: calendly.com (optional)

Other resources: -

What is the top ROI driver for this use case?: Accelerate growth and operational efficiency