Empower your field marketing and sales teams to automate on their own

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.

SYmantec

It just took 3 weeks for small and medium-sized processes to be automated. The heaviest processes took only 9 weeks.

Quotes

Ravi Konda, Sr. Manager, IT Automation, Symantec

Read Case Study

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

Embed RPA within CRM and ERP systems

Improve employee productivity with RPA bots accessed directly from CRM software like Salesforce.

  • 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

Put the power of automation into the hands of marketing operations right within applications including 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.

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.

If you think sales and marketing won’t automate themselves, you haven’t met AARI.

Extend the Automation Success Platform to front-office teams with AARI, the at-work digital assistant that makes automating simple and easy from right within applications like Salesforce where customer-facing teams are working.

FortressIQ

Faster, simpler, sales processes

Reps access multiple applications through a single screen curated by AARI, eliminating time lost to switching systems

RPA Workspace

Instant customer insights

AARI helps improve the customer experience by automatically presenting a 360-degree view of customer information

IQ Bot

Increased revenue

By connecting across departmental silos to reduce turnaround time, AARI drives better win rates

AARI

Dive into the resource pool on front office automation

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Top RPA use cases for Sales

Front-office automation is ramping up, especially for Sales teams. Take a tour of the top 5 use cases.

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What is attended automation?

See how Attended RPA bots work side-by-side with teams to increase productivity

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Learn RPA

Get free how-to training on AARI for front-office automation

Get to know the Automation Success Platform

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