Robotic Process Automation and Salesforce2020-09-24T15:54:44-05:00

ROBOTIC PROCESS AUTOMATION

FOR SALESFORCE

The resources allocated for managing a CRM system can create bottlenecks in the process multiple processes, making them more prone to human error. By combining robotic process automation and Salesforce, users can enhance and streamline repetitive/rule-based tasks within their platform that impact the customer life cycle.

One of the most efficient ways to maximize your Salesforce investment is to integrate robotic process automation technology. Combining RPA and Salesforce can render both specific and cross-functional benefits within an organization’s departments. Through streamlining rule-based processes, this integration can have a major impact on critical customer-facing teams.

Here are some practical examples we’ve seen first hand:

Robotic Process Automation and Salesforce

SALES & CUSTOMER SERVICE

  • Automate Suspensions/Rejections: Sales teams can be notified of suspension and rejection notices in an expedited manner, without any human interaction or manual triggers.

  • Contract Management: Important instances like contract or document expiration dates can be continuously monitored by RPA bots, and trigger notifications automatically. This can reduce opportunities lost through missed deadlines.
  • Escalating Customer Issues: Business rules can be put in place within your CRM system that escalate customer account issues, keeping key parties notified of important events within the customer life cycle.
  • Chatbots: Enhanced customer self-service can be achieved by integrating RPA AppExchange Packages and “Einstein Bots” in Salesforce. This results in work retention, faster resolution turnarounds and expedited case deflection.

RPA Chatbots in Action!

ADMINISTRATION

  • Data Entry: Automatically import data from external applications into your Salesforce system, giving your employees time to accomplish more valuable tasks.

  • Billing & Invoice Generation: Through rule-based algorithms, invoices can automatically be processed and generated with RPA. Those invoices can then be sent from the Salesforce system, or from specific categories or departments.

  • Exporting Reports from Salesforce: Not every business user has access to the Salesforce platform, especially in larger organizations. Further, there are many cases where those types of users still need access to reports compiled there. With RPA, these reports can be exported, configured and distributed to external parties.

IT/INFRASTRUCTURE

  • Reduction in Maintenance Efforts: Since RPA performs system tasks essentially free of mistakes, significant time is saved troubleshooting, finding and resolving system errors. IT and infrastructure teams can now spend more time assisting with innovative opportunities within Salesforce.

  • Integrating Salesforce with Outside Applications: RPA can seamlessly integrate Salesforce with API-less systems, when tools like Mulesoft or Dell Boomi aren’t the best fit. external sources, ensuring data doesn’t get skewed in the migration process.

BENEFITS OF USING RPA AND SALESFORCE

Using robotic process automation and Salesforce can result in various benefits for an organization. Here are some of the few impacts companies can experience:

Robotic Process Automation and Salesforce

REDUCE HUMAN ERROR

Unlike humans, RPA bots can work 24×7, without the risk of mistakes or errors. In Salesforce, RPA can significantly increase operational efficiency by accomplishing rule-based tasks in one instance.

INCREASE CUSTOMER RETENTION

Because RPA can track and notify sales teams of important account updates, sales representatives can practice better customer relationship engagement, all while being free of repetitive back-end tasks.

Robotic Process Automation and Salesforce
Robotic Process Automation and Salesforce

COST REDUCTION

Businesses can maximize their CRM investment by combining robotic process automation and Salesforce. RPA bots can significantly reduce the number of hours full-time employees are spending on repetitive, mundane tasks.

EXPEDITING LEAD-BASED TASKS

Lead management, nurturing and data entry can take a significant amount of time, which can easily be handled by RPA bots working within Salesforce. Using RPA, reports can also be generated automatically within the platform.

Robotic Process Automation and Salesforce
Robotic Process Automation and Salesforce

IMPROVING CUSTOMER SUPPORT

Because RPA can be used to synchronize data from other external sources, customer representatives can access multiple pieces of account information in a single view.

BENEFITS OF USING RPA AND SALESFORCE

Using robotic process automation and Salesforce can result in various benefits for an organization. Here are some of the few impacts companies can experience:

Robotic Process Automation and Salesforce

REDUCE HUMAN ERROR

Unlike humans, RPA bots can work 24×7, without the risk of mistakes or errors. In Salesforce, RPA can significantly increase operational efficiency by accomplishing rule-based tasks in one instance.

INCREASE CUSTOMER RETENTION

Because RPA can track and notify sales teams of important account updates, sales representatives can practice better customer relationship engagement, all while being free of repetitive back-end tasks.

Robotic Process Automation and Salesforce
Robotic Process Automation and Salesforce

COST REDUCTION

Businesses can maximize their CRM investment by combining robotic process automation and Salesforce. RPA bots can significantly reduce the number of hours full-time employees are spending on repetitive, mundane tasks.

EXPEDITING LEAD-BASED TASKS

Lead management, nurturing and data entry can take a significant amount of time, which can easily be handled by RPA bots working within Salesforce. Using RPA, reports can also be generated automatically within the platform.

Robotic Process Automation and Salesforce
Robotic Process Automation and Salesforce

IMPROVING CUSTOMER SUPPORT

Because RPA can be used to synchronize data from other external sources, customer representatives can access multiple pieces of account information in a single view.

UIPATH AND SALESFORCE

UiPath Connector is readily available on Salesforce AppExchange. By connecting Salesforce with UiPath Orchestrator, users can streamline complex workflows across multiple technologies, built natively on the Salesforce platform. In UiPath Orchestrator, Salesforce users can easily deploy, secure and manage RPA bots operating in workflows, all visible through an interactive dashboard. This integration can help Salesforce users achieve the following:

  • Automate critical processes in the customer life cycle.

  • Simplify and streamline dynamic/complex workflows that involve multiple systems.

  • Maximize ROI by deploying and managing automations without the strenuous cost of development.

  • Reduce unnecessary operations due to un-automated workflow breaks.

UiPath and Salesforce

AUTOMATION ANYWHERE AND SALESFORCE

Through the Automation Anywhere Salesforce Connector, any Salesforce form is enabled and capable to reach out, gain a response, and pass data provided by an RPA bot, which can expedite various time consuming processes in sales-facing departments.

A2019, which can be easily launched from the Salesforce platform, allows users to execute automated business processes at scale. Here are some common use cases for Automation Anywhere and Salesforce Integration, both in Service Cloud and Sales Cloud.

Automation Anywhere and Salesforce

Service Cloud:

  • Streamline the retrieval of customer data among various systems to achieve customer identification.

  • Automate customer and acceptance processing tasks.

  • Expedite case management tasks, such as customer updates and case management.

Sales Cloud:

  • Generate sales tasks through an automated “sales task assistant”, which can also be used for management reporting.

  • Automate tasks related to pipeline management.

  • Better manage customer data by automating contact updates, account information and even de-duplicate records.

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