Manual lead collection
Leads had to be gathered and checked by hand.
Data Scraper and Internal CRM: Automated lead collection and sales-intelligence CRM
Automated lead collection and sales-intelligence CRM
We built bots for lead collection and validation alongside an internal CRM for contacts, lists and campaigns, with CSV and Excel import and export and Salesforce-connected workflows.
The Challenge
What stood in the way.
Sales teams needed structured contact lists, automated lead collection and campaign workflows that were coordinated rather than scattered.
Unstructured contact lists
Contacts were not held in a consistent structure for list building.
Campaign coordination
Campaign workflows needed to be tied to the contacts and lists they used.
Our Solution
How we answered it.
We built bots that collect and validate leads, and a CRM for contacts, lists and campaigns. Data moves in and out through CSV and Excel imports and exports, and workflows connect to Salesforce.
- ProblemLeads were collected manually.Our answerWe built bots that collect and validate leads.
- ProblemContact lists lacked structure.Our answerWe built CRM contacts and lists to hold leads in a consistent format.
- ProblemCampaign data had to move between tools.Our answerWe added CSV and Excel import and export and Salesforce-connected workflows.
How It Works
The parts that made the difference.
Lead collection bots
Puppeteer-based bots collect leads automatically.
Lead validation
Collected leads are validated before they enter the CRM.
Contacts, lists and campaigns
The CRM organises contacts into lists and links them to campaigns.
CSV and Excel import and export
Teams can import and export data as CSV or Excel files.
Results
What changed for the client.
Lead collection, list building and campaign data now sit in one system.
- Centralised lead collection, list building and campaign data
- Leads collected and validated by bots
- Salesforce-connected workflows and CSV/Excel data exchange
Technology
What it was built with.
Part of our RPA and workflow automation work.
- PHP
- Laravel
- HTML/CSS
- Bootstrap
- Ajax
- JQuery
- JavaScript
- Node.js
Let’s Talk
The next big thing starts with a conversation.
An idea, a challenge, a “what if”. Tell us what you have in mind, and we’ll figure out the next step together.
What happens next
- Share your ideaSend the form or book a call, whichever suits you.
- Discovery callWe talk through your goals, timeline and scope.
- A clear proposalA fixed price or monthly rate before any work begins.
- info@technomous.com
- Phone
- +92 333 0440459
- Chat on WhatsApp