Speed up CRM data entry

Keep track of your customers and prospects.

Automating CRM processes will increase the productivity of your sales team resulting in revenue gains for the organization. In a typical organization user can spend approximately five and half hours each week logging activities and updating contacts, which costs companies an average of $14,000 annually per user. Many organizations require sales reps, brokers, customer service and call center employees to log all customer conversations. This takes time away from their primary task, selling. Fortunately, automating processes on leading CRM software such as Salesforce, Oracle, SAP, Microsoft or others are easy to design.

An intelligence-based Robotic Process Automation (RPA) can create automation scripts that log into the CRM system and update records, including sales contacts, contract details, customer or prospect identification numbers. In the long run, automating tasks in a CRM boosts revenue and has the added bonus of increasing team productivity and morale.

Contact KEYVRIX to see a demonstration of how easy it is to use intelligence-based RPA to automate CRM to auto-populate cutomer information in systems of record from available sources including social media feeds.