Healthcare Data Provider’s Ailing Salesforce Environment Nursed to Health

Jimmy LutzCase Studies, Offerings, Problem Solved, SalesforceLeave a Comment

Get Salesforce working better for you

Problem Solved: short stories about helping our customers solve their IT challenges. A US healthcare data service provider manages multiple vendors in their Salesforce system, requiring cross-departmental coordination. Any delays negatively impact the company’s operations. Due to conflicts between departments, the Salesforce application did not have one consistent business process. Approvals for new vendors were not directed to the right people, and the status of these approvals was not effectively managed, tracked, or communicated. This wasted valuable time. Our team designed and implemented a single streamlined process using out-of-the-box Salesforce automation tools, including, visual flows, approval processes, email alerts, and … Read More

Robots in Call Centers

Jimmy LutzCase Studies, Offerings, Problem SolvedLeave a Comment

Save time with RPA

Problem Solved: short stories about helping our customers solve their IT challenges. A large US service provider has a call center to manage inbound customer requests. Each representative needs to access and update customer information in multiple systems, and their ability to do this quickly has a direct impact on customer satisfaction. Handling calls quickly means fewer agents are required to manage the workload, reducing the company’s costs. Every call required the representatives to manually update customer information in various systems, taking up valuable time. Our team recognized this as an ideal opportunity for Robotic Process Automation (RPA). Using UiPath, … Read More