What’s the Impact?
An RPA implementation within your CRM system can play a vital role in customer service practices for both B2B and B2C organizations. Customer centers or sales-engaging departments can keep track of everything happening in the customer life cycle, and will always reference up-to-date information in the process.
Robotic Process Automation makes customer case management easy within your CRM system. You can automate the input of customer data such as quotes, notes, and order/shipment tracking, which frees up time for account managers and sales teams. Contract management is also a candidate for automation within a CRM system. Document expiration dates can be tracked with RPA bots, and automatically trigger notifications to parties involved in the sales cycle.