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<div class="blog-teaser blog-badge-gray">
<div class="blog-badge-gray-tag">Showcase</div>
<h3 class="blog-title">Let Louise Help Your Employees Save Precious Time</h3>
<small class="blog-date">2025-10-02</small>
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<p data-oe-version="2.0" data-last-history-steps="2815090611177239">
Do your Sales Reps love CRM data work? Probably
not as Surveys have shown in the past. Most feel it’s dull, time
consuming and distracting. And adding data to a CRM alone does not
sell anything. So let the Sales People go to where the music is and
have the data stuff done by an AI bot.</p><p>Enter
the Louise, the Lead Processing Bot. This little helper...
</p><p>… is
easy to implement
</p><p>… checks
your e-mail inbox and reads any new message and summarizes them
</p><p>… extracts
name and surname, company name, position, email address, phone
numbers and more from the signature.</p><p>Louise
then goes to the CRM and checks if the name is already there. If it’s
not…</p><p>… it
will create a new contact, insert the contact data in the according
fields of your CRM</p><p>… add
the summary to the comments field and attach a copy of the original
e-mail
</p><p>…and
flag it as a new lead while sending a reminder to your sales team
</p><p>Of
course, to avoid creating duplicates the bot will check the CRM if
the name already exists. In that case it just sends a reminder to the
Account Manager that there is a new request by an existing contact.</p><p>But
that’s not all. Louise is also a great researcher. With the company
name and the city, Louise will go deep into the internet for a
thorough research on the company, its products and financial data,
the names of decision makers, the vertical market, the competitors,
and actual discussion points.
</p><p>Louise
will then generate a 2-page report and attach it to your CRM so that
your Sales Reps are best prepared for the first contact. And with a
little trick, Louise may also provide a White Space Analysis of
Software and Systems at the target site and – if you ask her nicely
– a SWOT analysis. But that’s another story for another time…</p><p>Summary:
This Lead Processing Bot (Louise) not only saves hours of data work
and research per week for your sales people, it will also make them
more happy since they don’t have to do this work manually anymore.</p><p>P.S.
We have just added another task for Louise: She now does CRM quality
checks and proactively engages with the sales people based on your
CRM data. We will have another blog entry when we dive deeper into
Odoo analytics</p>
<img src="https://od8n.com/images/coach.jpg" class="image" width="560">
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<div class="blog-teaser blog-badge-green"> <div class="blog-teaser blog-badge-green">
<div class="blog-badge-green-tag">Company</div> <div class="blog-badge-green-tag">Company</div>
<h3 class="blog-title">ODOO & N8N: Our Strategy</h3> <h3 class="blog-title">ODOO & N8N: Our Strategy</h3>