Process and Email New Sales Leads

This bot extracts new lead data from emails, assigns leads to the correct sales person, and emails the new lead an introductory email.

Top Benefits

  • Simplify your lead management process
  • Improve sales team productivity by automating new lead emails
  • Accurately assign leads to the correct sales person
Product video fallback

Tasks

  • Monitor email inbox for new leads to be processed
  • Save the email content in structured format in Excel
  • Assign the lead to the correct sales person based on lead location
  • Send introductory email to the new lead and CCs the sales person
This bot extracts new lead data from emails, assigns leads to the correct sales person, and emails the new lead an introductory email. Currently, many sales teams need to monitor email inboxes for new leads from various lead sources such as India Mart and Just Dial. Instead, use this bot to automate this process and enable your sales team to focus more of their time on high-value follow ups.

Setup process

Install

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

Configure

Use the Bot in a bot, configure keys and other credentials the Bot will need (see the ReadMe for details.)

Run

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

Requirements and Inputs

  • Lead Management Config File with the input file name and path
  • Sales person mapping list should be present with Name, City, State, Email Address as columns
  • Lead Management Log Excel File

Customer Reviews

0.0(0 reviews)

No reviews yet.