What’s the Impact?
Within the sales and marketing functional space, RPA adoption can reduce mundane and repetitive tasks by nearly 80%. A RPA implementation within your sales and marketing 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 it 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 it can automatically trigger notifications to parties involved in the sales cycle.