How software bot works and filters the marketing leads

Sometimes, you do not need to invest your time checking periodic tasks that require significant time and no or less cognitive skill. Instead, you could integrate the software bots to do the same repetitive tasks. The software bots are good at doing monotonous jobs because of their constrained nature.

If you are an owner of a small business, you need more software bots to start and finish the jobs compare to employees. Your employees should be doing cognitive works rather than doing periodic tasks. They need challenging and fresh tasks over repetitive and monotonous tasks.

In this article, I show how you can transform repetitive marketing tasks into an automated software bot. Our goal is to create a bot that starts at the specified time, runs its steps, and generates the report.

Your website generates marketing leads for your product. And one of your jobs is to filter these marketing leads into real and fake prospects. The following steps show how you can do it – maybe you follow different steps.

1. You send an email to the prospective lead.
2. You wait for the response from it.
3. If it responded, you could review the content and related it to your message.
4. You decide the real or fake lead after analyzing the email content.
5. And if an email bounced from the email server, you decide it is not an appropriate lead.

If you took five minutes to filter one lead, you can calculate how much time you could waste in filtering 100 leads. And a small business owner could not waste his time. You can use your time growing your business rather than wasting it on repetitive and monotonous tasks like the above.

What if you could automate this task, and it should finish its job without an error and without getting bored.

It is where the software bot comes into the picture.

A software bot is a small automated program that runs at the specified time and follows all the instructions provided in rule sets. And it generates the correct output at all times without getting tired or bored. 

And yes, the future belongs to software and hardware bots. And you could catch it earlier and improve the efficiency of your business operation.

And this is the area where my team and I excelled. We have a deep understanding of Business process automation, Robotics process automation, and Software testing automation. We have already deployed many software bots to our client's environments, and these bots are making their work easier.

Back to your problem, I think the lead filtering software bot is beneficial in your case because of the following reasons;

1. The task is monotonous and boring.
2. It has defined rules to filter the leads.
3. And it needs to run periodically.

The following section gives you a summary of how the lead filtering software bot works.

It starts at a particular time or event.

Every software bot runs at a particular event. The event may be the specified time or action. 

For example, some software bots start at the specified time - daily at 7:00 PM, weekly on Sunday at 1:00 AM, or other times. 

And other software bots start at a particular event - when a user registered to the website, access the paid subscription area, or some other events. 

In your case, it runs at a specified time because you were doing the same thing. And If you have a configurable bot, you can change its event from time to action-based. 

For example, you may wish it to run when the marketing lead has registered with your system.

It collects and arranges the lead filtering rules.

Each software bot has a defined set of rules. And it follows each step based on these rules. 

According to the steps listed above, you may have the following rules;

1. All lead email having public domains are fake. And you do not entertain them.
2. The leads are fake if your email bounced from their email domain.
3. These are fake if prospects did not respond after a week. You may put them into the cold lead category as well.

You can add more rules based on your bot configuration. We have created our configuration system where you can easily list these rules in precise language. And these rules get converted into software bot rules.

It starts filtering the lead from collected marketing leads.

In this step, your lead filtering software bot collects all marketing leads from different sources. Each business has various sources of generating marketing leads. And sometimes, the format is a lot different from others. 

In manual processing, you had to collect all these data and reformat them into a defined structure. 

The bot does the same but automatically. It gathers all data from different sources and reformats them in a defined format as prospective marketing leads. 

Once again, the bot could be configurable, and you can add another source without changing the source files. 

After reformatting the leads, it starts the filtering process depending on predefined rules. And it filters them without any errors and without getting bored.

It generates a report and sends it to you.

Depending on an owner's choice, the software bot could generate reports. And the bot sends these reports to many people. 

It is an optional step. You may not want a report from a bot.

In your case, the report is necessary. Your report is the file containing filtered leads so that you could send it to the sales team. And it can start making a call to the customer to purchase your product.

Periodic execution without human intervention, following the defined rules, and generating reports in a predefined format are the main benefits of deploying the software bots.