Salesforce Automation

Salesforce automation, as suggested by name, is the process of automating various sales processes, either by using different tools provided by Salesforce or internally. Improve your business workflow and productivity of your agents, once implemented with our Salesforce Automation experts.

What Do We Offer To Your Business?

  • Opportunity Renewal

    Renewal of Opportunities to help companies engage with recurring customers.

  • Round Robin Assignment

    Distribute Leads, cases, and other records to a group of users in a fair and balanced way!!! Round Robin Assignment is a powerful feature in Salesforce that can help teams distribute workloads more evenly and improve productivity. It ensures that each user receives an equal number of records and thus reduces the risk of burnout.

  • Approval Processes

    The Approval Process in Salesforce is a powerful feature that allows businesses to automate the approval of records, such as leads, opportunities, and cases. With this feature, you can define an approval process for a record and specify who needs to approve the record, what conditions must be met for approval, and what happens after approval or rejection.

  • Salesforce Flows

    Salesforce Flow is a tool that allows users to automate business processes by creating custom screens, logic, and data manipulations without writing code. It is a powerful automation tool that allows users to create, update, delete, and interact with records in Salesforce. With Salesforce Flow, users can create complex business processes, automate and schedule repetitive tasks, and streamline workflows. Salesforce Flow can help users improve productivity, reduce errors, and streamline workflows. It is a versatile tool that can be used in a variety of contexts and can be customized to meet specific business needs.

How Can You Benefit from it?

  • Determine the most effective strategy

    Salesforce automation and its tools allow you to automatically send and follow-up on potential leads, even if the sales reps. are unavailable or unable to do so.

  • Insight of sales process

    With visual reports and customized dashboards, you get an insight on the sales process and come up with the most efficient strategy to enhance or improve that.

  • Increase productivity of sales reps.

    Relieving the sales team from mundane repetitive tasks allows them to focus on the actual goals and reach their sales targets.

Let us wield our expertise to drive your build-out