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.

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