Scribd
Upload
16 views2 pages

Automate Tasks Tied To Salesforce

1. Automation can help sales organizations by automating common, repetitive tasks that take up over half of sales reps' time like data entry between systems. 2. Automation Hero allows companies to automate tasks like processing common customer requests, maintaining accurate data in Salesforce, and extracting structured data from unstructured documents to save employees time. 3. Automation Hero combines technologies like screen scraping, machine learning and integration with systems like Salesforce to intelligently automate a range of tasks from simple to complex business processes to improve productivity.

Uploaded by

Natalija Filipović
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
16 views2 pages

Automate Tasks Tied To Salesforce

1. Automation can help sales organizations by automating common, repetitive tasks that take up over half of sales reps' time like data entry between systems. 2. Automation Hero allows companies to automate tasks like processing common customer requests, maintaining accurate data in Salesforce, and extracting structured data from unstructured documents to save employees time. 3. Automation Hero combines technologies like screen scraping, machine learning and integration with systems like Salesforce to intelligently automate a range of tasks from simple to complex business processes to improve productivity.

Uploaded by

Natalija Filipović
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 2

Automate tasks

tied to Salesforce

Sales productivity is the top challenge for 65% of sales organizations.


Sales reps spend more than half their time on non-revenue generating
activities. Intelligent automation can help.

Use cases
1. Automate data entry across systems

$
3T For customer service and sales agents, swiveling between multiple systems to copy and
paste data distracts them from interacting with customers. This frequently leads to long
wait times and low customer satisfaction. With a native button embedded in Salesforce,
HBR says wasted time and
inefficient processes cost the U.S. however, ten clicks can turn into one. For a call center employee, for example, a single
economy $3 trillion each year. button in the Service Cloud user interface might trigger an automation that grabs a
customer’s account ID, authenticates the caller, and then transfers customer information
from legacy software or a third-party system into Salesforce, saving precious phone
minutes. For salespeople, that same Service Cloud button might trigger an automation
pulling in past purchase history or demographic data, which would make a cross-sell or
next-best-purchase recommendation more clear.

2. Automate common customer requests


Many incoming messages from customers are repetitive and include requests like
price quotes, address changes, and service or contract cancellations. These are low-
level, repetitive tasks that take sales reps and brokers away from their core work duties.

Automation Hero
Automate tasks tied to Salesforce

Luckily, they’re also easily automated. Automation Hero lets a company create its own
AI model to scan and understand the intent of a human message. Based on that intent,
the software can then automate a response to that request and route it to the proper
department. Or it can automatically update, for example, an address in Salesforce
using field mapping technology.

3. Maintain data quality in Salesforce


Companies rely on their employees to input valuable customer data into Salesforce.
Much of this data is entered inaccurately or not at all. Automation Hero’s fast-growing

5.5 hours list of more than 50 connectors to data sources includes (but isn’t limited to) email,
calendars, CRMs, Hadoop Distributed File System (HDFS), Amazon Web Services
(AWS), and Google Cloud. If a salesperson has been corresponding with a new contact
CRM users spend 5.5 hours each
week logging activities and but forgot to upload the contact into Salesforce, we can create an automation that
updating contacts. detects the new information and writes it into the database within a few seconds. The
updates can run as unattended, meaning automatically, or attended, meaning updates
are reviewed by the salesperson.

4. Turn unstructured data into structured data


Handwritten notes, requests, receipts and financial statements (just to name a few)
all cost businesses time and money to process. Reviewing such documents manually
and extracting information is also incredibly tedious. That makes these tasks great
candidates for automation.

Let’s say an employee needs to process a large number of invoices. The employee
sends the invoices via email to the Automation Hero backend. An AI model then
detects information in the attachments and extracts it. This can include amounts,
dates, vendors, etc. Through our native Salesforce Service Cloud integration, the
employee can also see if a vendor already exists. If not, Automation Hero will create
that vendor within the database. Ultimately, the employee sees a screen in Salesforce
showing each invoice and its status.

What is Automation Hero?


Automation Hero’s end-to-end automation platform for the modern enterprise combines
screen scraping, structured and unstructured data processing, machine learning, and
the human workforce. It’s an operating system for automation — intelligently automating
everything from simple tasks to complex business processes. This improves information
worker productivity and drives more successful, optimized business outcomes. Its
powerful backend focuses on three key areas: eliminating repetitive and time-consuming
tasks, automating common asks and augmenting employee decision making.

Automation Hero

You might also like

pFad - Phonifier reborn

Pfad - The Proxy pFad of © 2024 Garber Painting. All rights reserved.

Note: This service is not intended for secure transactions such as banking, social media, email, or purchasing. Use at your own risk. We assume no liability whatsoever for broken pages.


Alternative Proxies:

Alternative Proxy

pFad Proxy

pFad v3 Proxy

pFad v4 Proxy