Update CRM

How the Digital Assistant helps

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 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

80

% more speed

1000

% increased productivity

100

% manual error reduction

Demo

This is a demo of updating Salesforce when a win is to be registered for a new client.

2 Comments

  1. Visak V NairDecember 14, 2020

    Hi, I am Visak from Trivandrum, Kerala. Having a new business idea. Wish to understand how I am benefited from this (RPA)..

    Reply
    1. nandanmvDecember 14, 2020

      Check out the post on RPA benefits, Vivek.

      Reply

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