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The client needed a more effective way to streamline processes amidst rapid data growth, ensuring both accuracy and efficiency in their operations. As data volumes continued to increase, they had to adapt their processes quickly to stay ahead in the digital landscape. Manual entry errors, combined with a lack of standardized processes across clients, were affecting their profit margins and disrupting reliable service delivery. In addition, they aimed to transition to an automated, digital-driven operational model to improve workflows and offer a seamless customer experience. By implementing RPA bots for Salesforce, the client sought to streamline operations, enhance accuracy, and boost efficiency. Their ultimate goal was to address the challenges of data growth, reduce errors, and establish a seamless, automated workflow that aligned with their digital-forward vision.
We’re using RPA Bots for Salesforce to help us make smarter decisions on where the work should go—to automation or to the standard queues.
— Senior Manager, Operation Engineering
As our business grows, RPA allows us to provide better service with a seamless experience across geographies.
— Program Director
RPA Bots for Salesforce were implemented in collaboration with the client. These bots are a cutting-edge automation solution available on the Salesforce AppExchange marketplace. This intelligent automation tool empowered our client to automate tasks within Salesforce using bots, enabling seamless execution of operational service delivery.
With RPA Bots for Salesforce, the following processes were successfully automated for the client:
The time-consuming process of setting up new client workspaces within the platform was automated, reducing the effort required and ensuring consistent execution.
Automation facilitated the quick and accurate capture of images from native documents, eliminating manual effort and improving data processing efficiency.
By leveraging RPA Bots for Salesforce, this client experienced the following benefits:
Building on the success of their initial RPA implementation, the client is now determined to further expand their automation capabilities. They plan to leverage Discovery Bots to identify additional automation opportunities and new use cases. Moreover, they are exploring the possibility of implementing RPA in their front office operations to streamline employee engagement with requests. This would help deliver a seamless experience across their global operations.
When employees fill out a uMap™ there is a lot of information that could be very beneficial to their company. What training do their employees need? Who are the influencers in the organization?
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