4 Salesforce Robotic Process Automation Examples You Can Start Using Today

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    Why does your business need Salesforce automation? 

    Here is a simple analogy. Using the most powerful sales tools without automation is like driving the most powerful car without maintenance. You can be a seasoned driver, but you will not be able to get the most out of this car without regular repair and maintenance.

    The good thing about automating your sales and marketing routines is that by doing so, you guarantee that your business will operate seamlessly and will never stall (again, like in the car analogy above). 

    In this article, we will demonstrate how Salesforce, one of the most powerful sales and marketing tools, can use ElectroNeek Robotic Process Automation to help with custom Salesforce automation; the benefits Salesforce automation can bring to sales teams; and showcase four examples of Salesforce automation by means of ElectroNeek RPA.

    Salesforce automation: advantages for sales teams

    Use case 1: Lead creation

    Use case 2: Notifications of new opportunities 

    Use case 3: Task management

    Use case 4: Accounting data updates

    ElectroNeek + Zapier = Salesforce on steroids

    As a final note


    Salesforce automation: advantages for sales teams

    Salesforce is commonly perceived as a one-stop shop where businesses can manage their whole sales process, from creating leads to closing deals and launching customer retention strategies. 

    This perception is quite reasonable, as Salesforce has multiple internal automation tools that can become a magic wand for your sales team when it comes to standard activities within the CRM. 

    But what about custom scenarios, when there are multiple external systems and applications involved in the sales process and there is no place for a one-size-fits-all approach?

    Here is where integrations and custom automation tools may help. Below we list at least 3 advantages of custom Salesforce automation as an integral part of sales strategy:

    1. Automation ensures that the relevant information is delivered in the shortest time

    The effectiveness of Salesforce is wholly contingent upon the quality of inputted data. Unfortunately, most Salesforce deployments still include manual data entry, relying on users to switch amongst multiple applications in order to import data. Not only is this time-consuming, it’s also incredibly error prone. 

    Leveraging automation here eliminates the risk of incorrect data, and also enables your team to focus on actually leveraging this data to drive outcomes, by eliminating the huge amount of time spent on data entry.

    2. Automation guarantees structure and consistency

    When we think of sales routines, the first adjective that comes to mind should be ‘hectic’. Being the victims of tight timeframes and ever-rising demands, sales reps strive to reach superior speed in their work. However, gaps and inconsistencies can impact the overall work quality. 

    By automating your sales team’s everyday routines, such as logging activities, notification or task management, you ensure that no steps will be skipped or ignored, and the whole sales cycle will become more organized and trackable.

    And finally,

    3. Automation brings more profit

    According to InsideSales research, sales teams spend only 35% of their time actually selling. Having freed your team from tedious tasks, you will save their energy for more value-added activities such as selling, upselling, and nurturing an enhanced customer experience. 

    This list may go on and on, but you’ve got the main idea, right? It’s simple: automation just makes your team happier and more productive.

    Now let’s see what this means in practice. Below, we provide you with 4 use cases of how Robotic Process Automation may streamline your sales team’s productivity.

    Use case 1: Lead creation

    Challenge:

    A large retail brand marketing team receives hundreds of leads daily from various marketing channels, including Facebook Lead Ads and LinkedIn Gen forms. To manage these leads in Salesforce, the team must manually download each lead’s information, reformat it and then type it into Salesforce.

    ElectroNeek solution:

    ElectroNeek bots automate the transfer of lead details into the CRM by capturing and recognizing the relevant information, reformatting it according to the Salesforce format, logging into the Salesforce account, and uploading it into Salesforce.

    Source: Salesforce

    ElectroNeek bots can help transfer leads details from various systems, such as:

    Use case 2: Notifications of new opportunities 

    Challenge: 

    A mid-size facility management company faces difficulties in notifying the sales team on new, warm leads in a timely manner. The team spends enormous efforts to track hundreds of leads in real-time; however, some leads still get delayed responses caused by repetitive manual activities.

    ElectroNeek solution:

    ElectroNeek bots automatically push warm leads to the team’s Slack channel, allowing sales reps to immediately see and reach out to the prospects. The Slack message transferred by the bot to Slack contains all the relevant details, so that the sales team can build effective communication with a customer.

    The ElectroNeek bot activities include:

    Source: Business Insider

    Use case 3: Task management

    Challenge

    Though Salesforce has features and tools that allow teams to manage tasks associated with leads, in reality, sales teams may use other external applications for task management. For example, a clothing brand sales team leverages Trello and Asana functionality for creating tasks that come from leads. Transferring details from Salesforce to these applications may take several minutes, which becomes hours when processing hundreds of such leads per day.

    ElectroNeek solution 

    ElectroNeek bots automate the process of transferring tasks from Salesforce to the relevant team application. They log into the Salesforce account, copy the details of the relevant leads, reformat them into the required format, create cards/tasks in Trello or Asana, and then insert the copied information into the newly created cards and tasks.

    Source: Trello

    Use case 4: Accounting data updates

    Challenge

    The accounting department at a large manufacturing company struggles to keep customer data in line with the data stored in Salesforce. Each time a new opportunity appears in Salesforce, accounting systems should be updated manually with new customer information. In case a deal is closed, accountants should immediately create an invoice for the required amount based on the Salesforce information. These tasks require multiple manual data processing activities, which take majority of accountants’ time and causes human errors. 

    ElectroNeek solution 

    ElectroNeek bots automate switching between Salesforce and accounting systems. The creation of new leads in Salesforce triggers a bot to log into the accounting system and create a new customer card there. Similarly, when a deal is closed in Salesforce, the bot goes into the accounting system, inserts the relevant data, and creates an invoice.

    Examples of such automation activities can be:

    Source: Breadwinner

    ElectroNeek + Zapier = Salesforce on steroids

    All the cases listed above have become possible due to ElectroNeek and Zapier’s powerful integration.  Zapier allows you to instantly connect Salesforce with 3,000+ apps, and that brings extra productivity and some other superpowers to your sales and marketing teams.

    Salesforce is actually not the only example of efficient ElectroNeek+SaaS integration by means of Zapier. Here are some more: 

    See more ElectroNeek RPA integrations powered by Zapier

    As a final note

    In this article, we’ve dived deeper into ElectroNeek RPA and its opportunities for Salesforce automation. As you have seen, Robotic Process Automation can beсome a great addition to the features and tools that Salesforce already has. 

    Apart from providing a supplementary toolset, ElectroNeek RPA does not require programming skills or building a complex sequence of steps to set up and launch smart automations. Moreover with Zapier it can be done seamlessly and in a matter of minutes.

    This means that, with ElectroNeek, you will not need extra efforts to build efficient Salesforce-based automated workflows and can start measuring results within days. 

    Ready to experience the real sales force of your business?

    Try automation with ElectroNeek!