The top 4 benefits of RPA integration with Salesforce

Where once CRM systems were just aspects that were beginning to get introduced into many services across the board, nowadays, one even has the option of several different such systems to choose from.

Such has been the exponential rate of technological upgrades and innovations in a little under two decades at the most.

And if that wasn’t enough, there are a host of services out there who have even made it mandatory to have certain CRM systems like Microsoft Dynamics, Oracle and Salesforce to be a part of their overall processing.

On that very note, it goes without saying that you will have to allocate a large number of resources to manage any sort of CRM software successfully.

This increase in expenditure is enough for most marketers to look the other way and avoid taking advantage of the benefits of a CRM platform.

However, this is not the ideal way to go, especially if you are looking to be successful in the market.

Ideally, one should identify the key bottlenecks that hinder the various CRM processes and look for most solutions.

One of the key solutions is the introduction of robotic process automation tools and services.

If you are still not convinced, here are the top 4 benefits of RPA integration with Salesforce:-

  • Less cycle time: Although not a lot of people are aware of this, certain Salesforce tasks such as lead nurturing and management, customer support and routine sales activities need to be undertaken with the help of several manual tasks. Unfortunately, a lot of these tasks are quite time-consuming and hard to complete within a given time frame.
    However, by using RPA in the place of these tasks, you will find that the completion time will be done in a matter of seconds. This will help to reduce the cycle time considerably.
  • A substantial amount of cost reduction: A great number of manual tasks are repetitive and routine, making it more and more harder to hire people to do them. And why should you even bother when you can use RPA to your fullest advantage?
    With it, you will be able to reduce the number of FTEs required to manage Salesforce by a considerable amount. There are no two ways about that. In the long run, this will even lead to CRM implementation being a more profitable decision for businesses in the long run.
  • An improved level of efficiency and productivity: Here, the RPA bots do not have the problem of being able to work only for a certain duration of time and can easily work 24/7. Hence, operational efficiency will be increased to a considerable degree since multiple complex tasks can be taken care of in a single go.
  • Error reduction: Certain types of errors in Salesforce tend to occur due to lack of concentration, general fatigue and other such factors. Not only does precious time and money get wasted in the bargain, but there is also the fact that the services may end up losing their reputation and credibility. However, once these tasks are automated, all those problems will vanish in a jiffy.

Related to the pointers above, some of the ways in which the automated process can be applied are contact and account creation, the integration of Salesforce with other business applications as well as syncing CRM data with other applications.

Just like Salesforce and other top-notch CRM platforms, you can bet that even Robotic process automation has a bright and promising future to look forward to in every regard.

The main takeaway from the above pointers is the fact that this technology is showing that it is more than capable of streamlining different customer-facing tasks in CRM, making things a lot simpler for everyone in the process.

With relation to the previous sentence, it comes as a no-brainer that the companies that end up opting for RPA would be focusing all of their efforts on increasing the productivity of their marketing, sales and customer support teams.

After all, it should come as no surprise to anyone that those teams will need and benefit from this technology the most, as compared to any other team.