Nintex RPA with Salesforce - Case Study
 
Document

Nintex RPA with Salesforce

Introduction

Industry

Supply Chain and Logistics

Products

Sales Cloud and Service Cloud

Capabilities

Build and Implement

Our client is a supply chain and logistics company with multiple warehouses all over the United States, providing warehouse services and inventory management services. The company has a sales department for creating new accounts for clients in the spreadsheet-oriented database. They also take care of the transportation of goods and services from one place to another.

Project Challenges

They were facing the challenges in:

  • 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. 
Image of Case Study Challenges

Project Challenges

Image of Case Study Challenges

They were facing the challenges in:

  • 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. 
Image of Case Study Solution

Project Solutions

We implemented the following solution to overcome the above challenges for our client:

  • Managing new accounts is now easy:We used the Nintex Robotic Process Automation (RPA) with Salesforce,which helped them create new accounts from excel into salesforce with the help of bots.These workflow bots are trained according to their salesforce data and processes as it memorizes the steps and replicates the same without any command.
VIEW COMPLETE SOLUTION

Project Solutions

We implemented the following solution to overcome the above challenges for our client:

  • Managing new accounts is now easy:We used the Nintex Robotic Process Automation (RPA) with Salesforce,which helped them create new accounts from excel into salesforce with the help of bots.These workflow bots are trained according to their salesforce data and processes as it memorizes the steps and replicates the same without any command.
VIEW COMPLETE SOLUTION

Project Result

Witness the increase in productivity and reduction in time upon successful delivery of the project.

Reduced manual efforts and workload by

50%

E-commerce revenue has grown by

45%


Reduced manual errors by

50%


Customer satisfaction increased by

40%


Client Review

Best Nintex Robotic Process Automation

Happy with the Nintex Robotic Process Automation Service and get the satisfactory result from the Company. Nintex Robotic Process Automation bot automate daily task and eliminate the risk of human errors across business processes.

star star star star star

Our Portfolio

CASE STUDY

View

SOLUTIONS

+Add file

(Only one file can be uploaded)
call

+Add file

(Only one file can be uploaded)



Document