ElectroNeek Bot Library

Salesforce

Case for Automation

Salesforce is a leading sales management tool; however, it is still a complex CRM in which multiple tasks must be executed manually by sales reps. Automating tasks in Salesforce is time consuming and requires expert technical skills. With ElectroNeek, most of these tasks can be automated without advanced technical skills.

Bot Activities
  • Creates custom Salesforce database tables based on Excel spreadsheet data
  • Imports leads from Excel into Salesforce
  • Generates Excel spreadsheets based on Salesforce cases
  • Adds Salesforce contacts to email subscriber lists
  • Imports leads from email into Salesforce
  • Emails stakeholders reminders on custom events or activities from Salesforce
  • Creates Slack notifications on new Salesforce leads
  • Imports new leads from Facebook into Salesforce
  • Creates consolidated reports from Salesforce data
  • Emails stakeholders custom reports from Salesforce
Automated software

Facebook

Mailchimp

MS Excel

MS Outlook

Salesforce

🚀 Author
  • Electroneek
📒 Bot Category
  • Software automation
💡 Tags
Related Blog Post
Top 11 Best Automation Tools in 2021
30th November 2020
Top 11 Best Automation Tools in 2021
RPA in Sales: Selling That Pen with a Wave of the Hand
23rd July 2020
RPA in Sales: Selling That Pen with a Wave of the Hand

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