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Project Overview
Sales is a game of chance, and more than luck, it is skills that can convert a lead into a potential client. In this age of automation, businesses should play smarter rather than forcing sales reps to work hard on repetitive and monotonous tasks. Introducing an automated solution can increase the productivity of every sales operation, like capturing leads.
For instance, this client thought of improving the workflow of its sales team by streamlining the real-estate leads capturing process and reducing the time wasted in completing the manual obligations.
As a leading automated data extraction service provider, we specialize in building solutions that reduce manual efforts, save time, and enhance operational efficiency. Let’s understand how we tackled the challenges in capturing leads and streamlined the process with an automated lead-capturing solution.
Challenges
The client deals with the Procore platform to extract information about the leads. However, manually extracting data from a platform like Procore is challenging because of the availability of complex and voluminous data. Here are the challenges that the client was dealing with:
- Procore handles large-scale project data with numerous stakeholders and timelines, making manual real-estate company data extraction time-consuming.
- The platform’s data is organized into several layers, such as project categories, budgets, and team information, and it requires significant effort to navigate, extract, and process it.
- The real estate industry is dynamic, and real-time updates are necessary to take quick action. However, the absence of real-time features often led to delayed updates, which ultimately came at the cost of lost leads or prompt acting on new opportunities.
- Manually captured data often lacked standardization, which made the analysis much more difficult. Also, manual data extraction was prone to inaccuracies and issues like types, missing fields, and incorrect categorization when entering the data into CRM and lead management solutions.
- Extracting, organizing, and validating data manually required significant time and effort, and this time could have been utilized for more productive activities.
- The access level of projects on the Procore platform varied, and extracting data for some projects was cumbersome.
Our Strategy to Extract High-Quality Lead Data From Growing Database
Here’s what our experts did to automate the entire lead-capturing process:
- Data Scraping: Firstly, using Python and Procore’s API, relevant datasets to the real estate companies were extracted. We ensured that all the extracted data was structured in nature while complying with industry regulations and ensuring data accuracy.
- Data Storage: The extracted data was stored in AWS, and it was processed to undergo a transformation using an advanced tool. Given the growing data needs, it was essential to choose a storage platform that could easily scale up without affecting performance.
- Lead Management System Integration: The processed data was fed to Apollo.io, an all-in-one lead management platform, using Python-based API integrations. This enabled automated lead generation and ensured accurate data mapping.
- Salesforce CRM Synchronization: Leads generated from Apollo were synced with the Salesforce CRM platform to enable centralized management of customer data and reduce the sales team's manual efforts.
Results and Impact
Within months of deployment of the automated lead-capturing solution, the client witnessed an increase in the productivity of the sales team and revenue growth. Let’s understand the impact:
- The volume of high-quality sales leads increased by 35%.
- By automating the workflows, the efficiency of the sales team was boosted by 40%.
- 30% decreased the time invested by sales reps in capturing leads.
- The average time to convert leads reduced by 25% and the conversion rate with this solution jumped to 20%.
Leverage the Benefits of Automated Sales Lead Generation Solution in Your Operations
According to reports, marketers who have implemented automation tools and processes in their workflow have experienced an increase of 451% in getting qualified leads. An automated lead generation solution can introduce the following advantages in any organization’s marketing operations:
- An automated workflow of extracting lead data, cleaning and processing the dataset, and feeding it to the lead management tool helps save time by curbing the need to complete tasks manually. Sales reps can use this saved time to focus on building solid conversion strategies and fetching more clients.
- Strategic and robust API integrations help data flow seamlessly from one system to another. Hence, it reduces the chances of errors that might happen when manually entering data about leads from one platform to another.
- Automation frees the sales team from completing monotonous, repetitive tasks that are essential to ensuring continuity of operations. It allows the sales reps to focus on important tasks, like closing deals and strengthening the relationship with clients.
- The automated data extraction solution is scalable and flexible, and it grows with your company's operations. Regardless of the increasing volume of datasets, the solution adapts seamlessly to your growing needs while reducing manual efforts and operational costs.
Conclusion
It is essential to remember that capturing leads is only half the battle; your sales team also needs to focus on converting them. That’s why introducing an automation tool simplifies the capturing part, and your team can focus on building innovative strategies and tactics to convert potential leads into promising customers.
