B2B data glossary Definition

Process Automation

Process Automation is the use of technology to perform tasks with minimal human intervention, streamlining workflows and increasing efficiency.

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Part 1 / 3

Definition

Definition: Process Automation

Process Automation is the use of technology to perform tasks with minimal human intervention, streamlining workflows and increasing efficiency. In the context of digital marketing and sales automation, process automation involves leveraging software tools to automate repetitive tasks such as data entry, customer segmentation, and lead nurturing. This not only saves time but also enhances accuracy, allowing teams to focus on strategic activities that require human insight. By automating processes, organizations can achieve greater scalability and consistency, which are critical in maintaining competitive advantage in fast-paced markets. For instance, automating data enrichment processes ensures that customer databases are consistently updated and enriched with relevant, actionable insights. This facilitates personalized marketing efforts and improves customer engagement. Ultimately, process automation is a vital component in optimizing resource allocation and driving business growth.

Part 2 / 3

Example

Example of Process Automation

For example, a marketing team implementing process automation might set up a system that automatically tags and segments new leads based on their behavior on the company website. When a visitor downloads a whitepaper, the automation tool categorizes them as a potential lead, assigns them to a specific nurturing campaign, and schedules personalized follow-up emails at optimal times. If the lead then clicks on a product demo link in one of these emails, the system automatically notifies a sales representative and updates the lead's status in the CRM. This seamless flow eliminates manual data entry, ensures timely follow-ups, and creates a consistent customer experience-all while freeing the marketing and sales teams to focus on creating compelling content and building relationships with high-value prospects.

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Powerful features that save time and boost your sales pipeline.

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100+ data points on companies & leads.

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From a search to a campaign, in one place

The four steps Derrick covers in the web app, and the features behind each one.

Data-Enrichment

Find exactly what you need with our comprehensive workflow library.

I want to find

email addresses

Work addresses, checked before they land in your sequence.

From a lead email, a LinkedIn profile URL, a full name … 6 ways See the guide → I want to find

phone numbers

Direct dials and company lines, not a switchboard.

From a LinkedIn profile URL, a full name, a lead email … 10 ways See the guide → I want to find

LinkedIn profile data

The right profile, plus what it says: title, tenure, skills.

From a LinkedIn profile URL, a lead email, a full name … 27 ways See the guide → I want to find

company data

Name, headcount, location, website, funding.

From a company name, a LinkedIn company URL, a company website … 68 ways See the guide → I want to find

LinkedIn company data

A company page read in full: industry, size, followers.

From a LinkedIn profile URL, a LinkedIn company URL, a lead email … 46 ways See the guide → I want to find

website technology

The CMS, the CRM, the analytics a site runs on.

From a company contact email, a company website, a LinkedIn company URL … 22 ways See the guide →
Start enriching LinkedIn profiles today

Open the Derrick web app, import a LinkedIn search or your own list, nothing to install. The free plan gives you 100 credits every month, no credit card.

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