On-Demand Webinar

Why Your CRM System Needs RPA

Learn How to Automatically Keep your CRM Up-To-Date
Windows, Linux, Mac OSX
November 13, 2018


Maintaining an accurate database of customer information is the key to great customer relationships. That’s why businesses rely on customer relationship management (CRM) systems, like Salesforce, Microsoft Dynamics, Siebel or Oracle. Whether your CRM is on premise or in the cloud, robotic process automation (RPA) software can automatically keep your CRM maintained with the most up-to-date, accurate information. RPA takes the repetitive tasks of maintaining your CRM and automates them to trigger, run, and error-check against critical business applications, like an ERP, on a hands-free basis. Saving you time that can be better spent getting new customers or supporting existing ones.

In this on-demand webinar, we cover:

  • The importance of keeping the information in your CRM up to date by syncing with your other business applications
  • How an RPA solution can maximize the power of your CRM
  • A demonstration of how Automate can integrate with your CRM and other business applications

Watch as Pat Cameron, Director of Automation Technology, and automation expert Richard Schoen share how you can use RPA to power your CRM with the most up-to-date data from your critical business applications. Discover how the power of RPA can help you eliminate manual tasks and time spent updating your customer database, so you’re free to spend more time attracting and supporting customers by delivering excellent service.