ElectroNeek Bot Library

Custom deal monitoring

Case for Automation

Sales managers often face challenging situations that require custom CRM monitoring. This may include analyzing the speed at which sales reps work with prospects or tracking whether they have performed certain steps in CRM systems, such as sending notifications upon completing a task.

Bot Activities
  • Monitors sales CRM to detect areas for improvement
  • Triggers email or Slack messages based on predefined criteria
  • Sends managers alerts for any activities that deviate from predefined criteria
  • Creates a list of activities in a CRM system based on predefined criteria
Automated software

CRM

MS Excel

MS Outlook

Slack

See other Bots
🚀 Author
  • Electroneek
📒 Bot Category
  • Sales
💡 Tags
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Get matched with ElectroNeek Partner to get this or similar bot running in your organization without paying for any RPA software. Yes, this is possible. Only with ElectroNeek.

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