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Automation Anywhere Credit Check Assistant for Salesforce

by sol-admin
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Automation Anywhere and Salesforce are working together to create the leading comprehensive data and process automation solution tailored for companies seeking to become true digital enterprises. As part of this collaboration, Automation Anywhere provides digital assistance to collect data and automate workflow steps that occur outside of Salesforce streamlining the overall sales cycle.

The video below demonstrates the use and administration of the Automation Anywhere Credit Check Assistant for Salesforce. Create a credit score card using trusted Dun & Bradstreet credit and risk indicators. Run credit checks automatically without human intervention for instance when a Salesforce opportunity enters a specific phase. Get the customer’s credit details early in the sales cycle to craft a deal that fits within the credit limit of each customer.

Let’s see how a credit check digital assistant can increase efficiency and productivity, and help provide a better customer experience.