What is RPA
Find out how robotic process automation technology works
RPA for MSPs
Learn how RPA enables MSPs to increase their value
History of RPA
Discover the history behind RPA, as we know it now
What is OCR
Unpack how OCR lets MSPs and their clients make digital transformation easier and more productive
What is iPaaS
Get a grip on what iPaaS technology does and how it can aid your MSPs and end clients with integration tasks
What is AI
Find out how AI technology functions and the numerous ways it can help your MSP and clients succeed
ElectroNeek’s ecosystem from the bird’s eye view
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🚀 Automated software
Digitalleaf Solutions integrated ElectroNeek sales quotation bot with Sage X3 to move the needle where it matters to help companies drive their sales teams to peak performance. The wins: reduction of manual errors by almost 57%, reassignment of teams to higher-value tasks, boosted service levels, and enhanced accuracy of transaction records.
Companies experienced challenges with customer services and sales when providing quotes as their staff is not available around the clock. A manual sales quotation process where the sales team needs to handle this repetitive, high-volume task means they are missing out on a huge opportunity to deliver an exceptional customer service experience. It consumes time, lengthens lead time, increases operational costs, and is highly prone to data entry errors.
Digitalleaf Solutions helps companies from various industries in their journey of digital transformation with the help of RPA (Robotic Process Automation) which is a stepping stone to intelligent automation.
Sage is a global accounting, payroll, and payment software company. It has over 13 thousand employees across the globe and offices in 20+ countries in Europe, Asia, Latin America, Australia, and Africa. Sage X3 is an ERP product by Sage Group.
This is how the ElectroNeek Sales quote bot automates the sales quotation process in Sage X3:
“The scope of this automation can be extended to sales order creation, invoice generation, and reporting.”
Prior to automation, the sales team would receive the quote, find and use the updated catalogs, brochures, demos, and other documents according to user requirements. Then they would cost the requirements, and create a sales quote manually using Word docs, PDF templates, and Excel spreadsheets. Then they have to rekey all the data in the ERP system. This process is time-consuming and prone to errors from the start to finish.
In this specific case, ElectroNeek’s sales quotation bot is a powerful tool that can be leveraged to reduce operational costs, enhance accuracy, focus sales team talents, and improve service levels. During development, the company also identified that other areas in the sales enablement process are great candidates for RPA.