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Marketing ROI calculator

Case for Automation

CRM systems contain key information on marketing team activities, attracted
leads, and funnel management. However, CRMs do not reflect all of the direct
and indirect marketing expenses that go into calculating marketing ROI. To
discern ROI, the head of marketing must gather data from multiple systems and
consolidate it into a single spreadsheet.

Bot Activities

  • Collects data on marketing expenditures from accounting, marketing, and
    management systems
  • Collects data on value of deals closed by marketing teams
  • Consolidates profits and expenses into a separate spreadsheet
  • Calculates ROI based on consolidated data
  • Emails report to stakeholders
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