Update Posts
This commit is contained in:
@@ -412,6 +412,65 @@ state: state_</p><p>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<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>
|
||||
<div class="blog-snippet">
|
||||
|
||||
</div>
|
||||
<div class="blog-full-content" style="display:none;">
|
||||
<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">
|
||||
</div>
|
||||
<button class="read-more-btn plausible-event-name=ReadPost" onclick="toggleContent(this)">
|
||||
Read More <span class="read-more-btn-icon"><i class="fa-solid fa-angle-right"></i></span>
|
||||
</button>
|
||||
</div>
|
||||
|
||||
<div class="blog-teaser blog-badge-green">
|
||||
<div class="blog-badge-green-tag">Company</div>
|
||||
<h3 class="blog-title">ODOO & N8N: Our Strategy</h3>
|
||||
|
||||
Reference in New Issue
Block a user