What is an Example of Salesforce Automation?

What is an Example of Salesforce Automation?

Automation of business processes, management, and interaction with clients or partners is extremely important, regardless of a company’s field of activity or size. Without exception, entrepreneurs and legal entities have long switched to digital management, entrusting thousands of terabytes of information, schedules, reports, and business letters to specialized companies. One of the largest and most popular tools is SFDC software.

About Salesforce

Despite the huge number of companies providing cloud storage, statistics, and task chat services, it is the Salesforce Group that remains the undisputed leader in popularity and monopoly. According to official statistics, software by SFDC is used by more than 19% of the largest corporations, such as Disney, Cisco, and Toyota.

Since the developers of Salesforce stopped positioning themselves as a CRM platform, they have experienced a significant leap in popularity. By combining several areas under one name, they managed to make a unified network with different management services, which became very relevant for giant corporations with global names. Today Salesforce automation software combines several services that were developed or absorbed by a larger competitor in the form of SFDC:

  • Tableau;
  • MuleSoft;
  • Demandware;
  • Salesforce Marketing Cloud;
  • Heroku, IoT, etc.

All of these programs, platforms, and services are highly specialized areas that are aimed primarily at helping large businesses, in which it remains important to lobby for different areas, integrating and monitoring all existing processes.

No less important for companies to retain specialized services and applications. For example, the Health Cloud, which was specifically designed as a core solution for medicine, is extremely popular among private and public clinics, allowing them to interact correctly and quickly with insurance services or the municipality.

Current Examples of Automation

It is impossible to fully automate processes when it comes to the work of managers or mid-level clerks but thanks to the software that can be purchased by the company, the interaction of different services is much faster. It makes no difference whether SFDC marketing automation service or software for visualizing graphs and reports is used – when it comes to performing certain tasks, you can safely count on robotic systems that perform routine work in a short time instead of humans.

One of the most common examples of automation is communication and task distribution. This area can safely be divided into three main subcategories:

  1. Communication with customers. Receiving work from customers, automatically generated presentations and graphics, and pleasing visualizations all have a direct impact on customer interaction. Having a well-established system for receiving customers can perform scheduling that ensures maximum profits with reduced costs for marketing or outsourcing work to freelancers.
  2. Internal tasks and moving files among colleagues. Most often, this direction remains relevant to the workflow orchestrator, which is important not only to check the schedule of work or service delivery but also the quality of the distribution of tasks among their subordinates. The advantage is the automatic generation of schedules, by which you can track the activities of employees of different ranks, determining their usefulness for the company.
  3. Tasks for contractors. You can plan the purchases, organize a promotional campaign, or perform other “trivial” and routine tasks with the help of CRM tools, which are always at hand. Here you can not only keep track of who was given what work but also provide yourself with constant oversight of contractors.

Salesforce CRM automation tool, despite all its variety, ease of configuration, and a huge number of additional services has a number of significant drawbacks for the consumer. That’s why the company has a greater impact on large corporations and representatives of medium-sized businesses. For small, family companies or novice business owners with limited initial capital, the use of a cloud CRM makes little sense. In such cases, it makes more sense to choose PandaDoc as the main platform for management and workflow where you can choose the number and type of services without buying expensive licenses for services that will not benefit you.

Growth and Development of Salesforce

Trying to cover the cloud business and management market to the maximum, SFDC is constantly developing new areas and absorbing small but promising projects, making them part of its service. This leads to the fact that more and more industries see the relevance of using the company’s products in their business. One of the most recent of these areas is the cloud storage and SFDC contract management system. In the first case, the DataBase platform that enables independent management of databases underwent substantial development. In the second, a more complex and large system that requires the most careful analysis was developed.

The contract management system is one of the ways to streamline sales. After its announcement, many entrepreneurs became interested in using Salesforce’s new product, leading to talk of a whole CRM and AWS system competing with Microsoft. Right now, SFDC has four basic areas: sales, service, marketing, and commerce. There are also different bundles of their combinations, which allows multiple projects of different directions on the basis of a single network. Time will tell how relevant new directions will be to the consumer – but for now, cloud file storage, company management, and subtasks are becoming relevant to millions of businesses and entrepreneurs in different parts of the world.

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