Automation Anywhere

The Business Challenge

The client is a leading manufacturer of material handling equipment headquartered in Cleveland, Ohio. The client had to put in a lot of manual effort to map marketing leads coming from various sources. To improve lead insights, the client required a faster and more efficient solution.

The Solution

  • Deployed the Bot to collect lead generation data from the Salesforce portal.
  • Employed a demand tool to determine the number of opportunities derived from data.
  • Mapped the data by validating the opportunities.
  • Linked the opportunities against the dealer’s name to generate a final lead mapping report.

The Benefit

  • Reconciliation process began twice a week rather than once a month.
  • 10 days of manual effort saved every month.
  • Leads processing time reduced from 1 week to 2 hours.

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