Automated CRM Reports | Fortra

RPA Use Case: Automating CRM Reports

Posted on December 12, 2019

Reporting is a vital part of any business. Without data pulled from critical business systems, people can’t make informed decisions that help grow their business. RPA plays a key role in helping businesses retrieve time lost to pulling and parsing data. There are a number of ways to reduce the burden of reporting, whether it’s scheduling automated reports or setting up event-driven triggers to pull data when new information comes in.

For instance, this company’s project managers needed to know how many hours were left on their projects, but it took a time-consuming CRM report to find out. See how Automate solves the problem by sending a weekly report with all the relevant information.


How could your company benefit from automating its reporting processes?

See how Automate Plus can help your organization streamline reporting.