CRM Contacts Update

The Problem

• Sales Team updating the customer contacts in CRM application, Marketing team downloading the contacts from CRM and updating into Mail chimp application for sending notifications to the customers.

The Solution

• The process was automated end-to-end leveraging the RPA tool.
• Bot is scheduled to download the customer data for particular period without manual intervention.
• Bot is validating the customer contacts and preparing the standard template for mail chip.
• Bot imports the customer contacts into mail chimp and sending email notification to the team.

The Benefits

• Redeployment of staff to more value-added tasks
• Time saving.
• Degree of robotization: 100% of effort automated
• Higher standardization of process
• Quality improvement to 100% accuracy and no manual errors.