Lead Management Process

Process involves scanning of emails sent by lead suppliers,extract mail data,store it into structured form sending out introductory email to the relevant client

Top Benefits

  • Simplifying Lead Management process
  • Improve sales team productivity by getting the leads at faster rate
  • Fast in extracting leads and saving it in spreadsheet
  • 100% accurate in allocating the lead to the concerned BDM

Tasks

  • Read the unread mail box with particular subject line
  • Save the mail content in structured format in excel file
  • Based on location in mail content find out which BDM should we assign the lead
  • Sends introductory email to the client based on the extracted data from email and CC’s the relevant BDM.

Lead Management process is a day to day activity and the process involves scanning of emails sent by lead suppliers and sending out introductory emails to the relevant client email addresses in it.

Input - The bot will need 1. BDM Mapping List (BDM-Location Mapping file). 2. Lead Management
Config File (Contain list of all the input file with their path).

Action -The bot identifies and reads the email from the lead suppliers (e.g. India-Mart/Just-Dial)
with specific subject line that will contain the client lead information in the body of the
email.
-Bot extracts the client data from email and store into an excel sheet in a structured format.
-Opens excel which contains the business development manager information specific to
regions.
-It then matches the content of the client details to identify which BDM is to be assigned
based on the location.
-Sends introductory email to the client based on the extracted data from email and CC’s the
relevant BDM.
Output -The Bot stores the lead data into structured format in spreadsheet and immediately send
the introductory mail to the client.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
20
Vendor
Automation Type
Bot
Last Updated
July 24, 2020
First Published
February 7, 2020
Enterprise Version
11.3
ReadMe
ReadMe
Support

See the Bot in Action

Lead Management_InputFile
Lead Management_TaskBot
Lead Management_OutputLogFile
Lead Management_OutputLogStructuredFile
Lead Management Process_LeadMailFormat
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Lead Management_InputFile
Lead Management_TaskBot
Lead Management_OutputLogFile
Lead Management_OutputLogStructuredFile
Lead Management Process_LeadMailFormat

Setup Process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • A valid mail address
  • Config file (Lead Management Config File) must be present containing the input file name with their path
  • BDM Mapping List should be present with Name,City,State,Email Address as column address
  • Lead Management Log Excel File should be present with header according to mail content
  • Lead Management Log File which will store the mail data