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Automation for Sales Lead Extraction and LinkedIn Outreach
As the workplace becomes more digital, B2B firms have had to make adjustments from in-person meetings and traditional lead generation to a social network and mutual connection-styled business development process. Looking to generate more leads and land meetings with C-Level Executives and Directors, a B2B consulting firm turned to LinkedIn for outreach to initial contact with prospects. The problem was that if the sales team was unable to connect with a prospect via LinkedIn or was not previously connected with them, they were unable to extract contact information easily. To still acquire the information needed, the team would manually pull the prospects Full Name, Company Name, Job Title, and Contract information one prospect at a time. This time-consuming process burned valuable business development hours for the sales team and caused a decrease in both meetings landed and employee morale. To solve for this issue, the consulting firm turned to OpenBots RPA to automate the process.
Using OpenBots Studio, a solution was created to have a bot read the list of prospects, search for each individual on LinkedIn, and extract the desired prospect data the sales time needed for their outreach. After extraction, the bot was able to log into Constant Contact, the messaging software the organization uses, and segment the leads into the appropriate target messaging campaign.
The organization also leveraged OpenBots Server and OpenBots Agent to schedule and run their process daily, seven days a week. By running the process consistently, the sales team was able to reach out to prospects quicker and respond to direct replies in a timelier manner.
This zero-license solution saved the B2B Consulting Firm $24,000 annually as they no-longer needed to employ a part-time worker to solely execute the tedious manual process.
