RPA Solution
Automation with CRM Integration for Leading Software Distributor
Automating license management with real-time Salesforce integration
60%
Cost Reduction
100s
Daily Licenses
Real-time
Updates
Zero
Manual Errors
Business Challenge
The leading Software Distributor in India used Salesforce to track and initiate renewal opportunities of their vendor licenses sold through their channels. They were receiving hundreds of license emails per day with different formats.
Key Challenges:
- • Hundreds of vendor license emails received daily
- • Multiple license formats adding complexity
- • Salesforce updates delayed by 2-3 months
- • Missed sales opportunities due to delays
- • High operational costs for manual processing
- • Need for employees to learn new tools and technologies
Our Solution
We implemented an intelligent RPA solution that automatically processes license emails, extracts data, and updates Salesforce in real-time.
Solution Features:
- • Automated email reading and classification
- • Intelligent license format recognition
- • Real-time data extraction and processing
- • Automatic Salesforce opportunity updates
- • Exception handling with human agent routing
- • Daily automated reporting to management
Implementation Process
Email Processing
- • Daily email monitoring
- • Format classification
- • Data extraction using OCR
- • License database updates
Salesforce Integration
- • Automated portal login
- • Opportunity search and matching
- • Real-time data updates
- • Email attachment to records
Results & Impact
Key Achievements:
- • 60% reduction in operational costs
- • Real-time Salesforce opportunity updates
- • Eliminated 2-3 month processing delays
- • Zero manual errors in data entry
- • Automated daily reporting to sales managers
- • Improved sales opportunity capture
Before Automation
- • Manual email processing
- • 2-3 month Salesforce delays
- • High operational costs
- • Missed sales opportunities
After Automation
- • Automated daily processing
- • Real-time Salesforce updates
- • 60% cost reduction
- • Zero missed opportunities
Project Details
Industry
Software Distribution
Location
India
Project Type
Robotic Process Automation
Duration
4 months
Technologies Used
RPASalesforceOCREmail ProcessingData ExtractionAPI Integration
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