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Sales ROI calculator

Case for Automation

CRM systems contain key information on sales teams activities, such as leads
and closed deals. Nonetheless, they do not reflect all of the direct and indirect
expenses associated with sales teams. In order to calculate marketing ROI,
the Head of Sales must consult multiple systems and consolidate data into a
single spreadsheet.

Bot Activities

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