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
% more speed
% increased productivity
% manual error reduction
This is a demo of updating Salesforce when a win is to be registered for a new client.