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Contact list enrichment

Case for Automation

Contact list enrichment is an integral part of sales operations. Sales teams
may use various channels to find prospects’ contact information, and this
manual data collection may take up to 8 hours a day, impacting sales teams’
productivity and ability to engage in other tasks.

Bot Activities

  • Logs into LinkedIn account using an employee’s credentials
    Enters Sales Navigator
  • Sets filters according to predefined criteria
  • Collects data from profiles found
  • Creates an Excel spreadsheet with this data
  • Emails stakeholders an Excel file with data collected