Sales Report automation

Challenge!!

1. Daily Sales Report Summary: Sales managers were tasked with manually pulling data from the CRM system and preparing a summary report every day.

2. Productivity Reduction: The time and effort required for this daily reporting task resulted in reduced productivity for the sales team.

Solution

• CRM Automation: The RPA bot logged into the CRM system, downloaded the necessary sales report, and initiated the data preparation process.

• Customized Summary: The solution included a customizable summary template designed to meet the specific needs of the sales team.

• Automated Email Delivery: The RPA bot automatically emailed the summary reports to the respective sales managers and their department heads.

Results​

1. 10% Increase in Productivity: The automation of the daily reporting task led to a notable 10% increase in the productivity of the sales team.

2. Time Savings: Valuable time was saved as sales managers were no longer burdened with manual data retrieval and report preparation.