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.
