177 results found
- Top 4 Reasons to Implement RPA
According to a recent Gartner survey, by 2022 90% of companies will have started implementing RPA. So why is an increasing number of businesses relying on the technology and should this be your next step towards accelerating your business growth? There are many benefits to consider and we’ve selected the top ones for you. More time for businesses to focus on expansion Can you imagine saving your finance department 25,000 hours of avoidable work? Gartner reports that it is possible to save this amount of time with RPA, while also saving $878,000 a year. Of course, you will need to select the right processes to automate in the first place. As a start, you need to get a buy-in from your internal stakeholders. To that end, work with them and identify the main pain points each department has and create an initial RPA action plan of no more than 7-10 steps to address them. Fast and long-term results on ROI Depending on the scale, complexity and exceptions of the process, your business should see a return on investment in 6 to 9 months after the RPA implementation. On the one hand, the time you free from manual processes is expected to have a direct positive impact on revenue. On the other hand, it will allow employees to adopt a more logical and strategic mindset. This is a valuable long-term benefit since managers can focus on building the skillset of their teams instead of hiring new people to get repetitive, mundane tasks done. Easy, seamless integrations One of the best things about RPA are its limitless customizations and the ability to be implemented for various solutions and technologies, such as document automation and invoice capture. Business Process Management (BPM) is another great example. While BPM is used for optimizing processes, paired with RPA it can fully automate them. It also allows for connecting legacy and new systems. Building internal trust Once employees realize that RPA does not pose a threat to their jobs but instead is likely to make them more enjoyable, they can reach their full professional potential by focusing on exciting new projects and developing new skills. RPA also boosts cross-team collaboration by stimulating teams to share ideas and best practices about optimizing processes. At the end of the day, RPA sparks discussions about the best ways to prioritize the unique demands from each department and this is a real game changer. If you want to learn more practical tips and insights on how RPA can accelerate your business, register to watch our webinar, Achieve More with RPA: The Path to Digital Transformation. Make sure to follow us on social media to keep up to date with coming events, company news and exciting initiatives!
- Scalefocus’ Hands-on-Experience with Scaling Activities in Salesforce
Like every other business, you would probably agree that monitoring the activities to gauge the sales and account team performance is of crucial importance. To achieve that, sales managers and leaders keep a close eye on their team’s average number of calls made, emails sent, and meetings booked, to ensure that their teams are operating at maximum efficiency. This also helps predict if they are going to reach their monthly quota. On the other hand, sales reps want to easily prioritize their daily sales activities. They feel greater motivation to increase their activity if they know what volume they need to achieve in order to reach their personal income targets. So how does a company satisfy both the needs of the manager and the team representatives? Implementing Sales Cloud, Outlook integration and Standard Einstein Activity Capture is the first step many businesses take to streamline and monitor all activities closely and accurately. There are however still limits that should be noted. As a Salesforce partner, Scalefocus would like to share its knowledge and experience with you before you consider implementation. Understanding the Limits The activities that are captured from Outlook are actually only visualized in Salesforce org, stored on Amazon web service (AWS) . This means that these activities do not "live" in the customer’s Salesforce org, but only appear in it. Since there is no "trace" of these activities, we can’t use the data in a workflow, process builder or flow as the data don’t show up. So, a one-click solution is not an option. The access to all actives captured by Einstein Activity Capture is a licensed feature. You can choose between 3 licenses: · Sales Cloud Einstein – 50$/per user/per month · Inbox – 25$/per user/per month · High Velocity Sales - 75$/per user/per month Each license option comes with benefits and improvements of the Sales Cloud and each comes with Einstein Activity Capture. Both Sales Cloud Einstein and High Velocity Sales include Inbox as a feature. Inbox as a standalone license has the lowest cost per user and the least number of functionalities. To discuss the licenses in further detail and find which one is best suited for your business goals, feel free to reach out to our Salesforce experts for a consultation. Our Approach Let’s take a recent client scenario and ask: Why did we advise our customer to go small and then grow in scale when needed? First, we carefully considered the solution and features needed. To satisfy the business logic, we only need access to the activity metric fields included in the Inbox license. Then we evaluated the considerations and limitations of each license. What they all have in common, is that if there is at least one Einstein Activity Capture user, then all Salesforce users in the company can use the activity metric fields. Knowing that, we advised our customer to purchase the Inbox license. This decision saved up to 50% of license cost. Because Salesforce is a scalable platform our customer can purchase a license upgrade anytime to answer growing functionality needs. As a trusted partner, we consult our customers on how to choose from the variety of Salesforce licenses to suit best their business needs and to improve the ROI of their CRM implementation. Reach out to our team to learn more and take the next step in scaling your business effectively. The Authors: Tanya Marinova, Senior Salesforce Consultant, Scalefocus Nikolay Bizev, Senior Technical Instructor, Scalefocus  The Problems with Einstein Activity Capture for Salesforce  Sales Cloud Einstein is a higher tier of Inbox License.
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