Power Automate for Sales & Marketing: 1 Month Implementation

Smartbridge, LLC

RPA gives sales and marketing employees their time back to sell and find new customers, reducing time wasted on CRM data entry and processes.

Spend time selling instead of messing around with processes and mundane tasks! RPA adoption can reduce mundane and repetitive tasks by nearly 80% within sales and marketing lines of business. RPA for your CRM (Dynamics, Salesforce, HubSpot, etc) can play a vital role in customer service practices for both B2B and B2C organizations.

Power Automate is the go-to intelligent digital automation platform that empowers your low-code users to quickly automate manual workflows, seamlessly integrate with diverse systems and boost productivity. Are you sufficiently staffed to support the growing demand of Power Automate? Is your organization prepared with the knowledge, skill set and capacity to absorb the responsibilities of supporting these possibilities?

For over 20 years, Smartbridge has been providing experienced staff and professional services support business and IT for our large and enterprise clients. Your Power Automate projects deserve the best subject matter experts, and they’re right here at Smartbridge.

Sales & Marketing Use Cases with Power Automate:

  • Customer Credit Reports: Credit reports can be automatically pulled for new customers and auto-populated for existing ones.
  • Escalating Customer Issues: Business rules can be put in place within your CRM system that escalate customer account issues.
  • Automate Suspensions/Rejections: Suspension or rejection notices can be expedited to sales and accounting teams, all free of human interaction.
  • Data Entry: Data entry efforts can be automated upon customer interaction, ensuring the next representative receives updated information on each client.

Examples of Deliverables that may be included in this project:

  • Process Design Document (PDD) – Documents the Business Process Flow, Automation design and technical details such as API, notifications, triggers etc.
  • Test Cases – Documentation of testing scenarios along with input data used and expected output.
  • Operations Manual - Document describing the operation and functionality of the flow for hand-off to the support team. May contain governance and security related checklists necessary to support the flow.

Smartbridge is experienced bringing automation to Salesforce, Dynamics and HubSpot users. Visit our website to read a case study on a restaurant that automated sales reports and established a RPA Center of Excellence. The ROI averaged out to a 65% reduction of time spent daily across reporting for the two restaurant brands and their 43,000 locations.

In our first call, a Smartbridge automation manager or director will discuss your goals and requirements. Implementations may range from deployment of one bot to many. We will give you an idea of timelines and costs and potentially schedule an assessment or strategy call as the next step.

Do you just need temporary staffing? Find our listing for Power Automate Staff Augmentation. Smartbridge staffing options and rates vary depending on your need. Contact us to learn more about complementing your internal staff.

About Smartbridge

Smartbridge is a Microsoft Digital & App Innovation, and Data & AI Solutions Partner, and a 20-year-old IT consultancy focusing on simplifying business transformation. We partner alongside you in your journey towards building a modernized, digital ecosystem.

Smartbridge provides the strategy, implementation, and support to bring your digital agenda to reality. With digital innovation and analytics, establish a sharper understanding of your customer’s needs. Automation and modernization services propel you to your goals of operating as a mature digital ecosystem.

The Smartbridge culture is founded on an understanding of customer challenges, coupled with an empathetic approach. It is endorsed with a track record of providing exceptional experiences driven by our thought leadership.

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