In a world where marketing continues to advance and we must always be innovating the way in which we approach our clients, Rootstack devised a way to shorten the time used by the team searching for leads and contacting them, but still dedicating themselves to creating new connections with potential customers.

The conflict that we found is that the process of filtering, searching, evaluating, and contacting leads is 100% manual, repetitive, and takes a lot of time for the executive who is doing it. This was preventing executives from spending their time on meaningful tasks that can further push the reach of marketing and sales strategies.


Applying RPA for automating process 


Luckily for us, RPA (Robotic Process Automation) has become a leading tool when it comes to saving time and reducing costs. It is provided that by 2022, 59% of the processes will be automated. Implementing an RPA begins when we define the process to automate and design it taking into account each step that the real user would take, then this will be implemented with a tool like UiPath (the one we use in our case) and it will be decided if it is a process started by a human user or is a process that will be active in the background and does not require human interaction.

Our team developed a UiPath based RPA that automates and transforms the search process and lead generation, something that required hours of work can now be done in minutes and there is a big difference in the number of leads generated manually in 2 hours vs. leads generated with RPA in 2 hours.


Our solution


This RPA was implemented in the Rootnet Suite and is part of the CRM module, it works based on a series of user-defined search parameters such as industry, type of job position, education, educational institution, type of company, region, keywords, etc. The robot then evaluates the results of the search and through the Linked In Sales Navigator, it contacts those it finds and begins a relationship through messages.

A robot of this type can be used to carry out lead nurturing, which is basically the process of developing and nurturing a relationship with a client or potential client through the entire process of prospecting and sales, it can send both messages to start the commercial relationship and messages programmed from time to time to do a “check-in” style.

RPA for sales


The key to implementing an RPA is to closely study how to take advantage of their skills, beyond prospecting and contacting potential clients, the robot could collect this data and do "lead scoring" to make a ranking of the leads collected based on their receptivity and ability to start doing business, and the robot can process this data and import it directly into the CRM so that the information is automatically archived.

As we mentioned before, the time in which the robot carries out this search and contact process is much shorter, which has increased the number of leads we find each time the process is carried out and our sales executives can now dedicate themselves to tasks that require more human interaction.


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