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Get the best of both worlds - the power of UiPath and the expertise of our partners. Our hand-picked partner network offers a wide range of professional services to enhance your automation journey wit

Professional Services

### Smartbridge focuses on simplifying business transformation. We apply thought leadership and innovation to bring our customer’s digital agenda to reality.

We partner with customers in their journey from vision to adoption, and across the plethora of technology options available today. Smartbridge’s comprehensive list of technology and software partnerships gives us the freedom to remain an objective collaborator with our customers. The suite of Smartbridge services includes [Digital Innovation](https://smartbridge.com/digitalinnovation/), [Systems Modernization](https://smartbridge.com/modernization/), [Applications Integration](https://smartbridge.com/appintegration/), [Data & Analytics](https://smartbridge.com/data/), [Robotic Process Automation](https://smartbridge.com/automation/) and [Custom Application Development](https://smartbridge.com/development).

  

An empathetic approach to understanding customer challenges is bred into the Smartbridge culture. It is evidenced by our ability to bring ideation to life for customers and ourselves. As thought leaders with a track record of successful project execution, Smartbridge is committed to fueling your innovation.

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**Smartbridge provides advisory services, implementation and customizations to support your Salesforce RPA needs.**

  

One of the most efficient ways to maximize your Salesforce investment is to integrate Robotic Process Automation technology. Combining RPA and Salesforce can render both specific and cross-functional benefits within an organization’s departments. Through streamlining rule-based processes, this integration can have a major impact on critical customer-facing teams.

### Here are some practical examples we’ve seen first hand:

**SALES & CUSTOMER SERVICE**
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*   **Automate Suspensions/Rejections:** Sales teams can be notified of suspension and rejection notices in an expedited manner, without any human interaction or manual triggers.
*   **Contract Management:** Important instances like contract or document expiration dates can be continuously monitored by RPA bots, and trigger notifications automatically. This can reduce opportunities lost through missed deadlines.
*   **Escalating Customer Issues:** Business rules can be put in place within your CRM system that escalate customer account issues, keeping key parties notified of important events within the customer life cycle.
*   **Chatbots:** Enhanced customer self-service can be achieved by integrating RPA AppExchange Packages and “Einstein Bots” in Salesforce. This results in work retention, faster resolution turnarounds and expedited case deflection.

**ADMINISTRATION**
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*   **Data Entry:** Automatically import data from external applications into your Salesforce system, giving your employees time to accomplish more valuable tasks.
*   **Billing & Invoice Generation:** Through rule-based algorithms, invoices can automatically be processed and generated with RPA. Those invoices can then be sent from the Salesforce system, or from specific categories or departments.
*   **Exporting Reports from Salesforce:** Not every business user has access to the Salesforce platform, especially in larger organizations. Further, there are many cases where those types of users still need access to reports compiled there. With RPA, these reports can be exported, configured and distributed to external parties.

**IT/INFRASTRUCTURE**
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*   **Reduction in Maintenance Efforts:** Since RPA performs system tasks essentially free of mistakes, significant time is saved troubleshooting, finding and resolving system errors. IT and infrastructure teams can now spend more time assisting with innovative opportunities within Salesforce.
*   **Integrating Salesforce with Outside Applications:** RPA can seamlessly integrate Salesforce with API-less systems, when tools like Mulesoft or Dell Boomi aren’t the best fit. external sources, ensuring data doesn’t get skewed in the migration process.

Extend your CRM and Customer 360 Platform with automations that enhance your Salesforce apps

Salesforce Integration Services