There is a lot of talk about AI and how it is going to transform the way we live and work. There is less talk about robotic process automation (RPA) but this technology is changing the way we do business now. But what is RPA? It’s the use of software ‘robots’ to automate business processes, for example, back-office functions like invoicing, or IT Helpdesk functions like ticket management. By automating time-consuming, repetitive tasks organisations stand to improve their productivity and gain competitive advantage.However, software robots can also be used to ensure greater accuracy and compliance of data by removing human error, which in turn provides greater security of data and information. A real bonus for those companies concerned about meeting the new GDPR regulations. Software robots work automatically and systematically to carry out prescriptive, logic-based functions to automate end-to-end processes or process parts. They do this without the need to … [Read more...] about Robotic process automation improves Ultima’s productivity
Sales process automation
Procrastination Is OK, Just Not in Sales April 09, 2018 I am a task-oriented person. When I get an assignment or receive an email, I like to get started as soon as possible. I almost always meet or beat deadlines. In fact, some people rib me a little about how quickly I turn things around. My husband is just the opposite. He gets things done, but not always as quickly. He used to play a game to see how late he could leave for the train station and still make the train. If there’s a photo on his computer when he sits down to pay the bills, he can spend hours looking at family photos before getting to work. And he tends to let his email and texts pile up. In fact, friends often rib us about my husband’s inattention to their digital communications. But opposites attract. And what my husband sometimes lacks in timeliness, he makes up for by cooking wonderful meals, planning trips, and being a great father. We all have our unique approaches to life and work. Such … [Read more...] about Procrastination Is OK, Just Not in Sales
Founders and Silicon Valley techie types have been known to wax poetic about the promise of knowledge work automation for restoring work/life balance, improving productivity, and even creating millions of new jobs. For economists, the conversation about automation tends to focus on lost jobs and other potential negative impacts on communities. The problem with these arguments is that they often take place between thought leaders on either end of the spectrum, and don’t include the voices of workers on front line, feeling the impact of automation in their workday.With that in mind, I want to share some research we recently conducted at Wrike for our 2018 Operational Excellence Report that gives insights on how knowledge workers really feel about automation. We surveyed over 1,000 workers and managers on a variety of topics involving operations, and our findings on automation were among the most revealing in the data set. It turns out that some of the most common assumptions about … [Read more...] about What workers really think about automation
The footprints of marketing automation and customer relationship management (CRM) systems seem to overlap — systems handle leads, contacts and companies — there’s sufficient vagueness and confusion on these topics (due at least in part to branding antics) to …ahem… cloud the issue. First, let’s be clear about the distinction between sales and marketing roles: you wouldn’t believe how many companies scramble the definitions. As a card-carrying marketing guy (yes, I made it to Sr. VP at publicly-traded companies), I maintain that the outbound part of marketing (the real users of marketing automation) needs to focus on getting the right message out to the right prospects. People who respond with the right level of interest are handed off to sales for qualification, and people who don’t are kept in the system for cultivation and “re-marketing.” Outbound marketing is also involved in the care and feeding of … [Read more...] about CRM vs. marketing automation: What’s the difference and which do you need?
It seems like the use cases for artificial intelligence (AI) has exploded over the past few years. I’ve seen many consumer examples like an AI writing news stories, playing poker and Go. However, AI has yet to make a significant dent in the business world. Last week, Talkdesk announced it has integrated AI into its platform, but not for what one might think. Given that Talkdesk is one of the leading cloud contact center vendors, one would expect it was using AI to make contact centers better — and it can do that — but this specific release is focused on inside sales.“Talkdesk for Sales” uses AI to help inside sales people have more productive conversations with prospects. The product is currently in beta but will be on display at this week’s Salesforce Dreamforce. Talkdesk for sales is built on the following AI-powered features. Power dialing sets up a call queue that automates the dialing of the next number when a call … [Read more...] about Talkdesk leverages AI to improve inside sales