Susan daily receives customer leads via email in a pdf file. She opens each pdf file and extracts the data and places it into a csv (excel file). She then updates the information into a web-based CRM. Upon completing the process, she sends an email confirmation.

A summary of Susan’s daily activities are as follows:

  • Susan checks her inbox for email
  • Susan receives emails with pdfattachments, with each attachment representing a sales lead (sales opportunities)
  • Susan opens each email
  • Susan opens each pdf file attachment
  • Susan reads the data
  • Susan accesses (logs in) the web-based CRM
  • Susan transfers the data from the pdf intothe web-based CRM for each pdf saleslead

• She stores each sales lead in a daily electronic folder for company records

  • She stores each sales lead in a daily
  • Send creates emails confirmations electronic folder for company records

• Susan sends email receipt confirmations for each respective sales lead

  • Send creates emails confirmations
  • Susan produces & distributes a report of all new and repeating lead

 

A summary of Susan’s daily activities are as follows:

  • Sales leads orders are received via email and logged
  • The bot opens each email
  • The bot opens each pdf attachment
  • The bot reads the data
  • The bot
  • Logs into web-based CRM
  • Records all leads into the CRM (data from

    pdf to CRM)

  • Logs out of web-based applications
  • Email confirmations are created and

    distributed for every lead opportunity/person

  • Susan transfers the data from the pdf into
  • Reminder emails are sent to sales reps for follow-up

    the web-based CRM for each pdf sales

  • Reports are generated to highlight new leads versus repeat business

“The key to RPA innovation lies in both responding to and anticipating future customer needs.”

Carlos Barreto – COO at RPA Consultants