Routine Automation
About Routine Automation
Your Custom Salesforce Partner for Growth
Routine Automation is focused on solving customers' problems through Automation as a Salesforce Consulting Certified Partner.
Let's work smarter, not harder, with Routine Automation.
Our approach is simple:
We're all about delivering exceptional customer service, and we're not happy until you are. Our ????expertise extends to working with startups and enterprises across Europe, the US, and the UK. 250+ solutions delivered
50+ skilled engineers with certificates in Sales& CPQ, Service, FSL, etc.
Plan automation strategy for your industry:
- Automotive
- Manufacturing
- Energy & Utilities
- Logistics
- Telecom-s
- Retail
- Travel & Hospitality
- Education
- check all industries like yours on our website
Score the maximum value from CRM Automation:
- Salesforce Implementation & Customization
Build and customize your Salesforce to get the most benefit from it.
- Salesforce Health Check & Quality Assurance
Assess your Salesforce implementation and integration with your business processes and apply best practices.
- App Integration
Build your company software infrastructure to have 360 views of everything.
- Migration to Salesforce
Help you start working in Salesforce effectively by migrating data from legacy to Salesforce.
- On-going Salesforce Support packages
Take care of your Salesforce implementation and help you to support your system.
- AppExchange Product Development
Refers to creating, building, and launching applications that can be sold on Salesforce's AppExchange platform. The process includes designing, coding, testing, deploying, and promoting the app to potential customers.
Our Salesforce Cloud expertise:
- Sales Cloud (CPQ & Billing)
- Field Service Lightning
- Vlocity
- Experience Cloud
- Marketing Cloud Automation
- Integrations (Jitterbit, Mulesoft, Salesforce Connect), etc.
Your Custom Salesforce Partner for Growth
Routine Automation is focused on solving customers' problems through Automation as a Salesforce Consulting Certified Partner.
Let's work smarter, not harder, with Routine Automation.
Our approach is simple:
We're all about delivering exceptional customer service, and we're not happy until you are. Our ????expertise extends to working with startups and enterprises across Europe, the US, and the UK. 250+ solutions delivered
50+ skilled engineers with certificates in Sales& CPQ, Service, FSL, etc.
Plan automation strategy for your industry:
- Automotive
- Manufacturing
- Energy & Utilities
- Logistics
- Telecom-s
- Retail
- Travel & Hospitality
- Education
- check all industries like yours on our website
Score the maximum value from CRM Automation:
- Salesforce Implementation & Customization
Build and customize your Salesforce to get the most benefit from it.
- Salesforce Health Check & Quality Assurance
Assess your Salesforce implementation and integration with your business processes and apply best practices.
- App Integration
Build your company software infrastructure to have 360 views of everything.
- Migration to Salesforce
Help you start working in Salesforce effectively by migrating data from legacy to Salesforce.
- On-going Salesforce Support packages
Take care of your Salesforce implementation and help you to support your system.
- AppExchange Product Development
Refers to creating, building, and launching applications that can be sold on Salesforce's AppExchange platform. The process includes designing, coding, testing, deploying, and promoting the app to potential customers.
Our Salesforce Cloud expertise:
- Sales Cloud (CPQ & Billing)
- Field Service Lightning
- Vlocity
- Experience Cloud
- Marketing Cloud Automation
- Integrations (Jitterbit, Mulesoft, Salesforce Connect), etc.
Key Insights
Services & Focus
Industry Focus
Client Focus
Portfolio
Generate more sales and boost customer engagement
Client requested a special portal where every customer can view information about their quotes, and details, and contact a sales agent. It is a good solution for attracting customers, keeping them, and increasing conversions. Additionally, the client asked the RA team for community branding with the adjustment of company colours and logos, and to provide a solution to raise the bar on data security, easy to use, and create reports and dashboards.
The RA team has implemented a Customer Community solution where users can interact with each other, find information about quotes, and contact sales managers. All quotes and offers that are currently active are displayed on the screen. The user can click on any offer and see all the information about it, and information about sellers. Beautiful pictures, avatars of sellers, etc. are displayed.
To ensure community security side a more friendly solution as a Passwordless Login Authentication has been configured. A link is sent to a user in an email or another text message. A user enters the portal without a password and just receives an email with the link. After clicking on the link the user enters a portal.
Improve customer service KPIs with Service Cloud
CLIENT asked for a solution to provide best-in-class customer support using different channels like web, phone, email, social networks and others, integrating it with in-house software to get operational information about customers. The Routine Automation team suggested configuring Service Cloud implementation and integration.
The client is an international company, and the problem was to adjust all processes for each region since each country has its own business process regulations. The RA team has delivered Service Cloud Implementation from scratch.
To take loyalty and customer experience to a new level Omni-channel technology as a multichannel customer support approach has been delivered.
Salesforce manufacture community implementation
CLIENT was using Salesforce and asked for a solution to collaborate with doctors, patients and braces manufacturers, providing automation and customizations. Also, the customer desired to store data in AWS Cloud on Amazon. According to the customer’s business requirements, we offered Experience Cloud site development and implementations inside Salesforce.
Experience Cloud Site has been built where patients and partners such as medical clinics, doctors and others make appointments. Partners can log in and find plans of medical treatment, cases and other necessary information to use.
Due to the absence of a standard component the RA team has configured the Custom Component of standard technology to download the files into AWS. Customization was about to deliver a function to display content’s mini photo about files’ format and to create a gallery in which the customer can scroll right and left.
Boost customer experience via Marketing Automation
CLIENT requested a data complexity with Salesforce integration. At the same time, the company already moved their business to a customized Salesforce Sales Cloud and needed to implement a marketing solution. Through analysis of the current situation, the prospect of scaling and the company’s development plans suggested using Salesforce Marketing Cloud.
Marketing Cloud implementation with data migration processes based on the client’s requirements.
Full compliance with GDPR and Double Opt-In campaign has been provided which requires subscribers to confirm their e-mail address by simply clicking a link in an e-mail they receive after subscription and ensures subscribers are on the list who wants to be subscribed.
Salesforce customization for the manufacturing
CLIENT is using the SAP system and asked to configure integration with the e-commerce site across different brands and different regions and to integrate Marketing Cloud with the website to improve the marketing strategy. All data is in one system with each company’s business unit. Due to the company’s goals, we offered marketing processes improvement through email automation with Salesforce Marketing Cloud.
Order, Cancellation and Acquisition Confirmation Emails have been added. When customers take an action through the website or mobile app, then automated messages are sent to them, containing valuable information about their order, cancellation, or acquisition processes.
The team has customized Abandoned Cart and Double Opt-In logic. When a customer purchases some products on the website, and some of them put in an abandoned cart, a special email with these abandoned products will be sent offering some similar ones.
Sales Cloud & FSL configuration to improve sales
CLIENT was not satisfied with the standard functionality of adding quotas and that’s why requested a solution to manage and configure lead opportunities with the quote’s custom development. Also, the client asked for a solution to improve field service processes. After communicating with business users, the Routine Automation team has suggested implementing Sales Cloud with customized solutions.
Based on the client’s business needs, sales processes have been configured to track and manage opportunities and quotes in CRM.
The client raised the question of how to make prices more flexible. In this case, the RA team has configured price book automation to let products exist with different associated prices in Salesforce.
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