Intelligent Automation for Sales and Marketing

Improve employee productivity with RPA bots accessed directly from CRM software like Salesforce.

• Automate delay-prone processes such as quote creation

• Retrieve data from multiple applications from a single screen.

• Automate repetitive tasks including updating CRM data, researching prospects, and tracking down manager approvals

Enable employees to run bots straight from Excel and other reporting systems

• Automate data-intensive tasks such as filtering leads and updating pricing

• Generate cross-functional reports in seconds

• Find consumer insights across multiple channels and data sources

Put the power of automation into the hands of marketing operations right within applications including Marketo, Google Ads, and HG Insights

• Streamline field marketing reporting and create data consistency

• Optimize programs and perform continuous market research

• Automate integrated marketing campaigns by routing leads, tracking sales triggers, managing ad campaigns, nurturing customers, and more.