Case Study: RPA Platform


1.Marketing Reach out to relevant connections.
2.Sales pipeline increment along with conversion ratio improvement.
3.Market penetration to overcome the market standard.

RPA Platform

RPA Platform

RPA is used to automate various supply chain processes,
including data entry, predictive maintenance and after-sales service support. RPA is used across industries to automate high volume, rote tasks. Telecommunications companies use RPA to configure new services and the associated billing systems for new accounts.
While the world is moving towards digital era we have to come up with ways to provide 24*7 assistance along with the cost efficiency and reliability.

Enterprises reached
Newsletter Subscribed
1 $
Sales Converted


With the transformation in the digital era, every corporation is working towards providing the best support and at all times which is the most cost-effective and permanently works without the need to stop. All the above problems are being solved by the RPA platform and it is very cost-effective when we compare it with the existing resources we have to hire. In addition, RPA helps in major cost reduction with much higher accuracy in work as it automatically reduces manual errors.

RPA Platform - Overview
RPA - Challenges

The Challenge

While all the companies are focused on providing the best customer services and problem resolutions on an immediate basis the main issues they face are cost-effectiveness with minimal errors. The problem for the client was very evident that why the corporations should trust a tool over an employee and how it can give the best value to them because even at most insignificant errors the corporations can lose their good clients. The major challenge was to sell the idea of modernization and digital transformation to the industries along with gaining their trust for robotic process automation.

The Approach

The first step was to understand the relevant market and penetration into this
market to provide the best knowledge and time, The biggest factor of competition
was to have top visibility while anyone is looking for RPA.
The second step was to provide the best knowledge and factors which gives the
additional advantage of automatic processing to the corporations in comparison to
the manual processing tasks.
The third and final step was to verify best contacts in terms of sales conversion and
generating the appointments for the client.

The Solution

We divided the solution into two phases i.e. Marketing and Sales:
1. Email Marketing: We created specific 5 Template email formats to create brand
awareness in relevant markets and industries.
2. Newsletter Subscriptions: We started reaching out to contacts and asking them to
subscribe so that information regarding new products and services can be
directly broadcasted along with the latest technology information for their
3. One On One Email Marketing: This emailing is more specific and discreet in
providing the ultimate solutions and even sales conversions, we created 7 Email
Templates for this specific campaign.
4. SQL(Sales Qualified Leads): Once the name of the product reached the potential
buyers we started calling to get an idea of their problems and whether they are
willing to adapt to the ARP and if they are already working with some other client
what are the challenges they are expecting?
5. BANT(Budget, Authority, Need, and Timeline): We started calling the relevant
connections after SQL to get even more understanding on their Budget,
Authority, Needs, and Timeline.
6. Appointment Generation: In the final stage once we got the idea of all relevant
details we started generating the appointments on behalf of the client and sharing
the calendar invites while making sure by follow-ups that the prospect attend the
call and demo.

About Company