Enhance Customer Relationship Management by Integrating Robotic Process Automation (RPA) with Salesforce

 Customer Relationship Management is probably the most efficient approach in creating and maintaining strong bonds with the customers. It builds strong personal connections between the business and its customers. And, this bond is the key to a business' success, which in turn, can push organizations to newer heights. Once this emotional and personal linkage is strengthened, it is smooth and effortless for any organization to analyze and point out customers' exact requirements and help to attend to their needs in a refined way.

Today, a robust CRM system like Salesforce is becoming necessary for any organization to run its business efficiently. Nevertheless, organizations need to allocate an enormous amount of resources to manage this CRM software, which requires considerable capital investment and can be a roadblock for small enterprises that want to embrace this dynamic technology but couldn’t due to resource allocation. Moreover, even large-scale businesses using Salesforce software noticed their productivity rates have fallen in the last couple of years. Hence, it has become crucial for companies to point out the significant bottlenecks in this software to amplify the overall productivity. 

One of the fascinating ways to revamp the overall productivity of Salesforce software is by using Robotic Process Automation technology. This is the best bet for organizations when it comes to automating mundane, high-volume, and rule-based tasks within the CRM. RPA integration with Salesforce can ease this to a huge extent and bring more flexibility and efficiency, thereby streamlining business functioning.

 

How Can RPA Help Salesforce?

Robotic Process Automation (RPA) actually imitates human actions, but 2.5x more speed and fewer errors. This disruptive technology replaces itself with humans for these tasks to employ their energy on more complex and value-adding tasks that require critical and creative thinking. 

Large-scale businesses have many labor-oriented tasks that can easily be automated. However, these tasks might look small, but they can add up to double-labor hours when connected. But, integrating RPA with Salesforce can automate these tasks when it comes to:

• Data extraction from voice calls and emails;

• Data sharing between external systems and Salesforce;

• Operating and interpreting data to fulfill standard transactions like processing returns;

• Syncing and updating data between traditional techniques and Salesforce;

• Replying to customer requests via automated emails and Chatbots;

• Detecting information quicker in Salesforce;

• Generating personalized reports from Salesforce;

• Embedding lead data within Salesforce found from campaigns or events;

• Integrates Salesforce with several other business applications.

Benefits of Integrating RPA with Salesforce

A reputable Salesforce app development company knows that integrating RPA with Salesforce can restructure an organization's workflow and help them handle their daily operations with ease while reducing cost and time. So let's find out how.

• Cost Reduction

By automating a horde of non-revenue generating and routine manual tasks based on Salesforce CRM, Robotic Process Automation technology can help curb the number of FTEs (Full-time equivalent) needed to administer it. This allows organizations to curb their overall administrative costs and make CRM execution a more profit-making decision for them.

• Refined Efficiency and Productivity

RPA bots work 24/7, unlike human employees who work in a specified duration set by the company. Furthermore, this powerful technology has the potential to perform diverse and complex tasks without pause. Hence, infusion RPA with Salesforce can not only assist in bringing amplified operational efficiency but also productivity.

• Error Reduction

Errors related to data entry in Salesforce happen because of lack of human concentration, fatigue, and several other reasons. Unfortunately, these errors come at the price of loss of money and time and can make businesses lose their reputation and credibility. By harnessing RPA technology, organizations can easily automate these data entry-based tasks within Salesforce and curb human errors.

The Bottom Line

Integrating RPA with Salesforce has a promising future. Since this robust technology reveals its true potential in streamlining diverse customer-oriented tasks in Salesforce and other CRM systems, organizations are reaching out to companies providing Robotic Process Automation development solutions. It helps boost their sales and productivity by enhancing customer support. If you have any queries regarding RPA with Salesforce integration or plan to root for any RPA-based development services, contact Zazz. We'll be happy to help you.