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CRM automation saves everyone lots of time & work.
If you are using a CRM software, it may be time to level up your game by automating your boring & repetitive tasks like data entry. Here are some examples of different use cases for CRM automation with RPA:
Link ERP and CRM
You can build a basic workflow that links your ERP and CRMs together to have an automated marketing system. Robomotion can notify and update your CRM database according to ERP, and even send automated emails to your customers
Turn emails into leads
Inputting every new email address into CRM systems takes a lot of time. With Robomotion, you can make sure that every new email address is a potential lead in your CRM system. Of course,it's all automated.
Ease the work of your agents
Robomotion can update customer information automatically. All you need to do is easily design an integration with your CRM system via Robomotion's drag and drop flow designer.
You can set Robomotion to build reports that will help you to get a better insight into your customer profile. So you can build better strategies to reach them. You can also get those reports delivered to your inbox on a regular basis.
Automate your email activities
Since Robomotion uses all of the information in your CRM system, it can send automated emails and even perform A/B tests if you want. It can also build reports based on the performance of your email lists.
Speed up your customer hotline
Robomotion's CRM automation can help your call center agents with auto-replies, customer recognition, and auto-filling & updating customer tabs.
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