RPA in CRM
If you are in software distribution business and a Sales Director, you invariably find that your team is spending significant unproductive time in carrying out low-value repetitive tasks. Take the example of a Deal Closer. It is highly likely that they are tired of having to manually go thru’ your data sources, identify qualifying data, find the matching opportunity in your CRM system and then create or renew the licenses as the case may be. As an example, if your organization gets license details in an email from the software vendor, Deal Closers would have to sift your inbox for relevant emails, extract license details, search your CRM system for mapping the licensee and then either create a new record or update an existing one to keep your sale information accurate. Chances are that it might take huge amount of time to keep your data current, especially if the sale volumes are high, and you may even miss out on a few.
You would rather have them focus on generating leads, closing sales, servicing existing customers, and building a community to capitalize on earlier investments. Therefore, the question in front of most Sales Directors is how do we get there with minimal investment?
You may now be asking, HOW?
The answer is it will take a new and different approach. One where automation becomes the cornerstone of your IT echo system that is key to the performance of all the departments. All you would now need to do, is figure-out where low-value time is being spent by your staff in various departments and, with minimal time and expense, Robotic Process Automation (RPA) can take over. Unlike other RPA platforms, IntelliBuddies® doesn’t require a huge time and cost investment and best of all can be easily set up and managed across all your departments with CRM automation.
Many automation possibilities within CRM
- Customer OnBoarding
With the help of OCR and cognitive automation, our buddies can complete customer onboarding actions instantaneously even in companies that rely on legacy systems. It makes the entire process smooth and improves customer experience.
- Data Updates
Many companies utilises CRM to store product license related details that are sold to customers. These details changes frequently and keep this information up to date in CRM is very painful. Buddies can automatically get this details from emails and update them in CRM without any human intervention.
- Periodic Report Generation
Any successful business requires regular reports to keep managers and other stake holders informed of the progress of various tasks. Preparing this reports manually and sharing them on regular basis is a repetitive and time consuming process. Buddies can automatically prepare, generate and share the reports based on predefined schedules.
- Customer Care
Buddies can help your support agents find information from CRM and other data sources more accurately & quickly. This improves the over all customer experience.
- Case Management
Buddies can help in better case management of work orders in the CRM. It can automate the creation of new cases based on the request made in an email or through some other medium like website forms. Buddies can also generate quotes and update them into CRM for record keeping.
- Contract Management
Buddies can track customer/vendor contract documents and expiration dates in CRM. It can send notifications and reminders to stakeholders to ensure that proper and valid contracts are in place.