RPA for Sales Team

Sales automation with Weaver RPA

Automate sales operation with RPA for maximised ROI. Identify bid opportunities, track competitor activity, customer deals, and monitor industry trends.

Background

Sales teams face the challenge of sifting through vast amounts of information to identify valuable bid opportunities, while staying on top of recent competitive activity and wins to develop targeted strategies.

At the same time, the demands of frequent business travel add another layer of complexity to their efforts.

With sales reps needing tools to quickly compare and secure low-cost travel options to increase their efficiency, finding a solution that can automate and intelligently manage these tasks becomes critical.

Enhancing sales operation through process automation

With Weaver RPA, users can streamline the entire sales process and close deals based on the following scenarios:

Tender data collection: Collects bid information from a wide range of bidding websites and delivers highly targeted opportunities to customers.
Competitive intelligence: Monitors recent competitor activity and contract status, enabling sales teams to develop tailored strategies for each customer.
Knowledge base: Builds an internal business knowledge base, providing the sales force with a robust set of tools.
Travel data: Provides standardised travel information, making it easier for sales teams to compare travel options.

Sales automation scenarios

Tender Data Collection

Solves the challenges of bid data collection, providing sales reps with accurate and actionable business opportunities to expand their sales channels.

Why sales automation?

Sales and marketing teams often struggle to find leads and retrieve key customer information, finding the process time-consuming and cumbersome. While traditional methods such as advertising and promotional activities are often used to generate opportunities, thousands of new bidding and procurement leads are created every day.

In this context, relying solely on outdated techniques is no longer sufficient.

Therefore, an efficient and accurate method of capturing these leads is essential for sales teams to secure relevant bid opportunities, capture valuable customer contact information and effectively expand their business channels.

Solutions

When it comes to sourcing data, Weaver RPA automates the aggregation of data from disparate external sourcing platforms, creating a single database of sourcing and award information.

Using intelligent algorithms, it analyses and delivers tender information relevant to your organisation’s business, extracting key details from tender documents and providing multi-dimensional alerts. This solution supports customers across all industries throughout the entire process of sourcing, filtering and analysing tender information.

Comprehensive coverage of tender opportunities: Access millions of opportunities across all industries, overcoming the challenges of incomplete data capture and inefficiencies associated with manual processes.
Intelligent opportunity matching: Use keyword-based intelligent matching and real-time alerts to deliver precise business opportunities and overcome the challenges of manually filtering relevant bid information.
Algorithmic competitive analysis: Use big data and artificial intelligence to effectively analyse potential competitors and predict emerging business opportunities.

Results

1. Intuitive portal or dashboard overview

Weaver RPA collects a wide range of tender opportunities across the web, ensuring that users have access to the latest project subscriptions and relevant business opportunities.

Intuitive search functionality: Users can quickly search for opportunities by entering a product, company or project name, making it easy to find relevant leads.
Quick access to key metrics: View pending leads, new opportunities, closed deals, upcoming bid deadlines, and follow-up tasks at a glance, helping users to efficiently manage and prioritise their workload.
Subscription management: Users can subscribe to different categories (e.g. OA, Procurement, HR) and view the latest updates related to their interests, ensuring they receive the most relevant information.
Data visualisation: Provides a clear and concise view of the data collected, including the number of results in the last 7 days, helping users to quickly assess and act on new opportunities.

2. View specific project details at a glance

Automated extraction of key information: Automatically extracts key project details such as project number, budget, region and bid opening date, minimising manual data entry and reducing errors.
Competitor analysis and forecasting: Provides insight into potential competitors by analysing historical winning bids, helping users to anticipate competition and strategise accordingly.
Centralisation of project information: Centralise all relevant project details, including sourcing unit information and supplier contacts for easy access and quick reference.
Bid status and progress tracking: Users can track the progress of their bids, with clear notifications of follow-up actions and deadlines to ensure they never miss the optimal time to act.
Intelligent recommendations: Suggests relevant opportunities and updates based on user preferences and project history, improving decision-making and opportunity identification.

3. Dashboard for tender management

This dashboard interface supports effective tender management by providing a centralised and intuitive interface for tracking, analysing and managing procurement projects.

Comprehensive project overview: Provides a high-level summary of the organisation’s tendering activity.
Role-based views: The dashboard allows users to toggle between views as an owner, winning bidder or agency, providing flexibility in managing different aspects of the RFx process.
Filter and search functionality: Users can filter tender information by date, region and keywords, enabling targeted searching and efficient data retrieval.
Detailed tender information: Lists specific tender projects with information such as publication date, project name, project amount and region, giving users quick access to key project details.
Chart analysis tool: Visualise data trends and insights, enhancing the ability to make informed decisions based on tender data.