in RPA, Use Cases

Automate your CRM updates

Updating CRM like Salesforce is one of the recurring activities performed by the Sales operations team.

RPA can Automate most of the repetitive tasks of maintaining your CRM and also run an error check with other applications like an ERP.

  • Automate the process of registering new customer and new deal wins
  • Automate the process of sending the Sales & Order information from ERP to CRM and notify the salesperson
  • Automate the data entry of Customer quotes, Order tracking, Shipment tracking into CRM.
Here is a demo. Once a new deal is won, the Sales operations team or the Sales rep has to close the deal in CRM and also update the ERP with the new customer.  This is a demo of updating Salesforce when a win is to be registered for a new client.

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