Nintex RPA with Salesforce

Project Challenges

They were facing the challenges in:

https://cyntexa.com/case_study_pdf/nintexrpa.pdf

• Difficult to manage new accounts: As a result of a consistent process, the sales team created a large number of records every day. The process took a very long time, required a lot of manual labor, and was quite expensive since they had to hire multiple people to manage the data entry processes.
• Challenge in processing bulk orders and payments: It is difficult for them to process bulk orders and payments when there is a high demand. They used to do it manually, like taking the data from the excel spreadsheet and creating the order summary in MS Word ,which delays the process and increases error chances.

• Difficult shipment scheduling and tracking status: Their customers’ logistics were handled by them. Therefore, whenever the shipment is scheduled for delivery, its status should be updated in Excel and then communicated to the customer. It does not provide them with real-time status updates.

• Difficult Data Management: The client used excel sheets and a database on the local system to manage the business data. It was a time-consuming and challenging process to follow as it involved massive amounts of repetitive tasks with strict deadlines. 
• Increased employee workload: The company’s tasks involved a lot of manual work like data entry in workbooks, and the rectification of duplicate entries, leaving the employees overburdened with the work. It also led them to incur a cost in employing more staff.
• Strict deadlines and multiple errors: Due to the tight deadlines, the employee had to complete many tasks manually, which caused many errors, resulting in confusion and mismanagement. Also, the process of tracking and rectifying the error was time-consuming. 

• Delivery and Time Constraints: Managing all the details on excel and the local system resulted in confusion and slow task management. As a result, the deliveries were delayed making customers dissatisfied and the client-facing losses.