Incepta specializes in developing bots and workflows using Automation Anywhere to handle specific tasks across different industries.
The Automation Anywhere architecture can be visualized as a chain of bots working in a pre-designed workflow. A workflow can be thought of as a series of tasks that can contain conditional logic and error handling.
The Automation Anywhere Enterprise platform allows the organization to manage its digital workforce centrally by deploying bots in key process areas giving the ability to analyze and predict operational and business metrics using real-time RPA analytics to build data-driven bots. The Enerprise platform can be envisaged as a Digital Workforce factory where RPA bots can be tested and deployed with dependency support, complete version control and rollback features.
There are three types of bots based on the type of process:
1. Task Bots
Task bots automate rule-based, repetitive task which are mostly applicable in areas like claims processing, document management, service request and response, etc.
2. Meta Bots
Meta bots are the building blocks in the RPA architecture. It is an independent, reusable logic block which is used to automate common operations, such as logging on to a system, or manipulating data.
The IQBot is an advanced tool which possesses cognitive learning skills and perform a task according to it. The IQ Bot works on the concept to recognize patterns and organize unstructured data while improving its skills and performance based on its cognitive learning experience.
This requires thorough understanding of the existing organizational processes and understanding the challenges and bottlenecks. Incepta with its experienced consultants can help organizations define their digital workforce strategy by designing the workflow and program bots to automate tasks that previously could only be done by a human.
Today CRM systems like Salesforce are an integral part of any small-mid-large organizations. However, management of these systems have been a challenge and requires companies to allocate a large number of resources. This leads to overall increase in expenditure due to resource allocation and serves as a detriment to businesses from taking advantage of CRMs. Furthermore, productivity is limited by the number of hours human resources can be allocated towards such tasks and heavily depends on the performance of the individual resources.
Even for businesses that are using this piece of software, productivity rates have been quite low for the past many years. Therefore, it has become important for organizations to identify major bottlenecks related to CRM and increase their overall productivity.
How Robotic Process Automation is changing the CRM landscape
With advances of Robotic Process Automation and its ability to create a parallel Digital Workforce that can demonstrate cognitive capabilities, organizations are increasingly looking to integrate key marketing, sales, order processing, distribution and accounting activities by using Digital Workforce.
This trend does not appear to be slowing; rather, it is accelerating at a fairly rapid pace. Companies that are focused on customer experience are increasingly considering RPA as an important player to streamline their critical, customer-facing processes.
Some potential application areas of robotic process automation in Salesforce:
- Automated data entry via RPA bots in Salesforce
- Quick data search based on customer or sales enquries in Salesforce CRM
- Report generation for support tickets
- New Account or Contact creation
- Adding notes against new contacts, leads or accounts
- Integrating Salesforce with other business applications without any changes to the existing software systems
- Syncing CRM data with legacy systems and other applications
From account creation, customer service, contract management, quote systems RPA can streamline a number of CRM activities.
Robotic process automation in Salesforce has a lot of promise, demonstrating its capability in various customer-facing tasks. RPA can definitely become a huge differentiating factor for Companies that are focusing on increasing the productivity of their sales, marketing and customer support team..
If you have any queries related to RPA integration with Salesforce, Incepta a certified Automation Anywhere and Mulesoft Partner will be happy to assist you.