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

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.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
24
Vendor
Automation Type
Bot
Last Updated
December 9, 2020
First Published
February 7, 2020
Enterprise Version
11.3
ReadMe
ReadMe
Support

See the Bot in Action

Lead Management Input File
Lead Management Task Bot
Lead Management Output Log File
Lead Management Output Log Structured File
Lead Management Process Lead Mail Format
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Lead Management Input File
Lead Management Task Bot
Lead Management Output Log File
Lead Management Output Log Structured File
Lead Management Process Lead Mail Format

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

  • 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