Скачать или смотреть Proof Of Concept: Franchise Direct lead management using RPA and CRM Automation

This video demonstrates a Valenta Robot and CRM automation that provides Valenta with unlimited capacity to manage inbound leads from Franchise Direct efficiently.

Valenta receives leads from Franchise Direct. The process is triggered when the Valenta bot receives leads via email from Franchise Direct. The bot extracts all the information from the email and enters it into Zoho CRM. In doing so, the bot ensures it tags the leads to respective campaigns, as Valenta has several profiles on Franchise Direct for various regions. The bot also creates an opportunity and completes several mandatory fields required for analytics. The bot finally transfers the CRM record ownership to the respective Managing Director based on the location of the lead.

Once the CRM entry is complete, it triggers CRM automation, which sends an email and SMS to the leads to set up an appointment with the respective Managing Director.

Valenta provides its leads with real-time communication without human intervention which allows its Managing Directors to spend time only with qualified leads. Valenta's automation ensures scalability, handling unlimited leads without admin bottlenecks.

Book a call with our Managing Partners to elevate your lead management with Valenta's RPA and CRM automation, which can be customized for any system or lead source. Learn more at www.valenta.io
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