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Why Your CRM System Needs RPA

par HelpSystems • 19 Dec 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 information. RPA takes the repetitive tasks of maintaining your CRM and automates them to trigger, run, and make sure the information in your CRM is in sync with critical business applications, like an ERP—saving you time that can be better spent getting new customers or supporting existing ones.


Why Integrate and Automate CRM?

Businesses rely on a large variety of critical business applications for their day-to-day functions. With all these disconnected systems, it is crucial to provide a central source for information. CRM systems provide this benefit, but that makes it all the more critical to get the most accurate information into your CRM. If each of your salespeople kept track of everything in a spreadsheet and only reported in once a month, you would lose visibility to their potential customer base and lose the ability to track where opportunities are in the pipeline.

Don’t let your precious customer data get stuck in silos within your various business applications or with different users. Integrating applications and updating your CRM with automation brings everything together into one place.

CRM Automation Use Cases

One of the best reasons to apply CRM automation is to help provide more efficient customer service. Help your customer service center keep track of everything that’s happening in one place. Most often, companies will have their sales and order information in their ERP system, but not in the CRM. You can automate this process and have the ERP system send records to your CRM to trigger a thank you email or a notice to a sales person to follow up with the customer. Automated communications between disparate systems can up your customer service game by automatically keeping everyone in the loop throughout the customer lifecycle.

Automation makes case management, like customer ticket tracking, easy and seamless in your CRM. For example, you can automate the input of customer quotes, order tracking, shipment tracking, and more into your CRM. This automation frees up your customer service agents, so they don’t have to spend time hunting down and inputting data from system to system. You can also easily automate contract management. Track your documents and contract expiration dates to set up a time-based trigger to kick off a process that notifies vendors or customers of renewals.

RPA Integration Methods

There are many points of entry for integrating RPA software with your CRM. Three of the most common options are below, but your organization and processes will determine the best approach for automation.

Automate’s CRM-Friendly Features

Automate, the RPA platform from HelpSystems, is used to automate the creation, running, and management of tasks and workflows without writing any code. Automate provides over 600 prebuilt automation building blocks for many common use cases. Automate also features triggers that allow tasks to kick off from different time and event-based triggers.

If you have a workflow process you’re looking to automate right away, you can download our free, 30-day trial and our team can help you get started working towards automating your most repetitive, manual tasks.


Pat Cameron, Director of Automation, and Richard Schoen, Director of Technical Solutions, at HelpSystems recently hosted a webinar to demonstrate the ways to automate your CRM and business system integration to help keep your vendors, customers, and employees up to date at all times.

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