Automated CRM Reports | HelpSystems

RPA Use Case: Automating CRM Reports

Posted on December 12, 2019

Text

Reporting is a vital part of any business. Without data pulled from critical business systems, people can’t make informed decisions that help grow their business. RPA plays a key role in helping businesses retrieve time lost to pulling and parsing data. There are a number of ways to reduce the burden of reporting, whether it’s scheduling automated reports or setting up event-driven triggers to pull data when new information comes in.

For instance, this company’s project managers needed to know how many hours were left on their projects, but it took a time-consuming CRM report to find out. See how Automate solves the problem by sending a weekly report with all the relevant information.

How could your company benefit from automating its reporting processes?

See how Automate Plus can help your organization streamline reporting.

REQUEST MY DEMO

Stay up to date on what matters   Join Our Mailing List