The client was using LinkedIn for their sales campaigns to attract leads. The marketing team had to log in to their LinkedIn account daily to get lead campaign updates. The team downloaded the relevant data and updated it on their CRM application through the following manual steps:
This process of logging in, downloading, and updating data on the CRM had to be done daily. Since these tasks were repetitive and time-consuming, there were risks of delayed contact with leads, which displeased clients and affected business.
A team from Nalashaa took over the matter to optimize the organization of leads' data in the CRM. Post a thorough analysis, they suggested an RPA bot to simplify LinkedIn leads tracking.
The aim was to have smaller versions of the bot deployed live at short intervals and upgrade the bot depending on further requirements.
A phased development of the bot was executed through the method of Continuous Integration and Continuous Deployment (CI/CD). At every phase or sprint, the bot was reviewed and in case of errors, the bot shared screenshots and triggered notifications to enable corrective measures.
In each sprint, the packaged code was updated and deployed to the testing server and production server before it was taken live.
The requirements of the project were thoroughly analyzed to create test cases. UiPath is installed on the client’s server and a repository is created. Project configuration and architecture were laid down and a CI/CD pipeline was created.
In this sprint, the bot signs in to the client’s LinkedIn account, checks for new leads, downloads them, saves the data on the server, and notifies the marketing team via an email.
The bot signs in to the CRM application and cross-checks the latest leads with the pre-existing data. If the lead is unique, the bot will create an account in the company name and add the lead details.
In this sprint, the bot notifies the team of the latest leads and assigns tasks to team members for Inbound Marketing.
Finally, the bot sends a consolidated report to the team, with relevant details, periodically.