Give Sales and Marketing the opportunity to reach more customers and build client relationships by applying RPA+AI to automate time-consuming, manual tasks, such as lead filtering, updating CRM, researching prospects, and creating quotes.
AI-powered RPA is designed to cut across data silos and unite fragmented processes across geographies, channels, and teams.
Increase revenue, streamline operations, and grow market share. RPA gets you there.
Align customer data across systems.
Use RPA to easily automate integrating all customer and third-party data across multiple systems.
Shorten sales cycles.
Accelerate lead assignment to close by automating everything from customer research, to quote creation, to legal paperwork.
Increase customer engagement.
Integrate multi-source data for greater marketing campaign accuracy and more tailored sales interactions.
Increase sales team productivity.
Automate administrative tasks and empower Sales reps with time to sell and grow customer relationships.
Improve pipeline performance.
Apply RPA+AI to ensure leads are qualified and nurtured correctly and consistently to increase conversions.
Streamline sales and marketing reporting.
AARI works with RPA bots to aggregate data from multiple sources into a single view for greater insight.
Set up for success: Symantec experiences exponential growth with RPA
Symantec’s global center of excellence enabled diverse teams—including Sales, Marketing, and IT—across 35 countries to quickly apply and scale RPA, and improve customer experiences.
It just took 3 weeks for small and medium-sized processes to be automated. The heaviest processes took only 9 weeks.
— Ravi Konda, Sr. Manager, IT Automation, Symantec 
4,500
Hours saved in less than a year
20%
Increase in auto-booking renewals
26
Processes automated
Plug in RPA. light up sales and marketing productivity.
EMBED RPA WITHIN CRM AND ERP SYSTEMS
AUTOMATE DATA-INTENSIVE WORK
ACCELERATE THE MARKETING OPERATIONS FLYWHEEL
EMBED RPA WITHIN CRM AND ERP SYSTEMS
Improve employee productivity with RPA bots accessed directly from CRM software.
- Automate delay-prone processes such as quote creation
- Retrieve data from multiple applications from a single screen
- Automate repetitive tasks including updating CRM data, researching prospects, and tracking down manager approvals
AUTOMATE DATA-INTENSIVE WORK
Enable employees to run bots straight from Excel and other reporting systems
- Automate data-intensive tasks such as filtering leads and updating pricing
- Generate cross-functional reports in seconds
- Find consumer insights across multiple channels and data sources
ACCELERATE THE MARKETING OPERATIONS FLYWHEEL
Bring automation to marketing operations with RPA bots integrated within applications like Marketo, Google Ads, and HG Insights
- Streamline field marketing reporting and create data consistency
- Optimize programs and perform continuous market research
- Automate integrated marketing campaigns by routing leads, tracking sales triggers, managing ad campaigns, nurturing customers, and more.
If you think sales and marketing won’t automate themselves, you haven’t met AARI.
Extend the Automation Anywhere Digital Workforce Platform to front-office teams with the Automation Anywhere Robotic Interface (AARI). AARI is the at-work digital assistant that makes automating simple and easy from right within applications like Salesforce where customer-facing teams are working.
Faster, Simpler, Sales Processes
Reps access multiple applications through a single screen, eliminating time lost when switching systems
Instant Customer Insights
Improve the customer experience by automatically presenting a 360-degree view of customer information
Increased Revenue
Drive better win rates by connecting across departmental silos to reduce turnaround time
Ready to take the next step?
Get a personalized demo of the world’s most-deployed Digital Workforce platform and consult with our team of RPA experts on your specific automation needs.
