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Automation of the process of acquiring potential customers

publication date icon
4/1/2025
reading time icon
5 mins
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Case Study
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Adrianna Suchomska-Bielec

The subject of automation

The seed trading company aimed to automate the lead management process to increase operational efficiency and ensure faster inquiry handling. The process involved collecting contact data from Facebook ad responses and website forms, then entering them as new leads into the SAP C4C system.

Before automation:

  1. Employees manually retrieved data from Facebook and the website, copying it into SAP C4C.

  2. The data required additional processing, including postal code mapping and filling in missing information.

  3. Entering leads into SAP C4C was time-consuming and prone to errors.

The process was based on manually retrieving information from various sources and then entering it into the SAP C4C system. This type of repetitive work was time-consuming, error-prone and inefficient, limiting employees' ability to perform more strategic tasks.

Tools

To automate the process RunBotics, a Robotic Process Automation (RPA) platform was used. The built process consists of a main process and sub-processes responsible for different stages of action, such as downloading data from Facebook via API, downloading data from the customer's website, mapping data, entering data into SAP's C4C system.

Process flow

Lidea Process Flow

Process in numbers

  • Average number of leads brought in: 25 leads per day

  • Frequency of running the process: daily Monday through Friday.

  • Process execution time: 30 min

  • Accuracy: 100%

Benefits

  • Leads are entered automatically, every day from Monday to Friday.

  • Saving time.

  • Relieving the burden on employees.

  • Fast customer service.

  • Elimination of human error.

  • Increased efficiency.

  • Scalability.