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Python RPA

Customer data management

Sales

Before: The sales manager of a medium-scale gym chain spent two hours every day enriching customer information in the CRM system. The manager collected customer data manually from multiple sources like AVR, social media, and email, and then added it to customer profiles in the CRM. As the customer base grew, the efficiency of the sales manager declined, affecting the company’s P&L.

 

Now: An RPA bot automatically checks for new customer records in the CRM system, collects all information about the customers from different sources, and adds it to their profiles.