Sales & Marketing Automation

Learn how software “robots” executes automated web searches, update customer information, migrate CRM data and segment marketing lists.

Sales and Marketing are More Productive with Automation

Automation is helping generate marketing assets ranging from social media posts and sales tools. Robots can be programmed to search for content on a Website and create posts on social media sites such as Linkedin, Twitter, and Facebook. It can scrape and copy the content, log into a social media account, and create a post. It can also copy and paste data to generate sales flyers, use web scraping to generate marketing lists, segment Excel marketing lists by industry and prospect personas and log into survey systems to create surveys and deliver the results directly into the email box of the marketing manager.

The opportunities for RPA in sales and marketing are endless. The RPA robots can mimic the tasks a marketing professional performs on their computer and can do it in a fraction of the time and at 100% accuracy.

Some of the ways that companies are using automation in sales, marketing, and customer service

List Building

  • Website Scraping
  • Data Cleansing
  • List Segmentation
  • Prospect Research

Customer Management

  • Customer Info Validation and Updates
  • LinkedIn Ideal Prospect Identification
  • SalesForce Updates
  • Automated Follow Up Emails

Marketing Automation

  • Custom Sales Literature
  • Chat Bots
  • CRM Data Migration
  • Customer Follow-up

Website Automation

  • Customer Responses To Inquiries
  • Lead Distribution
  • SalesForce Logging of Visitors

Customer Service

  • ChatBots
  • Satisfaction Surveys
  • Performance Tracking

Lead Generation

  • LinkedIn Monitoring
  • Website Scraping
  • Automated Customer Research
  • Important Prospect News Alerts

How Does Optelcon Add Value?

Optelcon is in the business of making companies more profitable by reducing & containing costs, improving efficiency and sourcing more effectively. Through our strategic partners, Optelcon is vendor-neutral, RPA integrator. With over 50 RPA developers and process engineers, we use best practices to help select the best software for the job, document, program, integrate, and update the bots when processes change. We make sure it gets done right.

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