Populate forms from multiple data sources
Business often need to extract data from multiple ERP and CRM systems and paste it into a Word or Excel documents for analysis. This data may also need to be extracted to create formal documents for client signatures.
Deploying an intelligence-based Robotic Process Automation (RPA) the data extraction and compiling can be automated to save time. The process can not only save time but also improve accuracy since it eliminates human errors. This improves employee morale and frees up their time to complete more valued added tasks. Employees can now redirect their time toward customer service, selling opportunities, and closing new business.
Contact KEYVRIX to learn how to use intelligence-based RPA to pull data from various systems and databases to populate forms.