ElectroNeek Bot Library

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
Automated software

Hubspot

MS Excel

MS Outlook

Sage

🚀 Author
  • Electroneek
📒 Bot Category
  • Communications
💡 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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