Financial Services Archives - My TechDecisions https://mytechdecisions.com/tag/financial-services/ The end user’s first and last stop for making technology decisions Thu, 15 Sep 2022 14:45:03 +0000 en-US hourly 1 https://mytechdecisions.com/wp-content/uploads/2017/03/cropped-TD-icon1-1-32x32.png Financial Services Archives - My TechDecisions https://mytechdecisions.com/tag/financial-services/ 32 32 Saleforce Expands Automation Product Suite https://mytechdecisions.com/managed-service/saleforce-expands-automation-suite-flow-for-industries/ https://mytechdecisions.com/managed-service/saleforce-expands-automation-suite-flow-for-industries/#respond Thu, 15 Sep 2022 14:45:03 +0000 https://mytechdecisions.com/?p=44954 Salesforce, the San Francisco-based CRM provider, has added Flow for Industries, an expansion of its Flow product suite that utilizes low-code automation for those in financial services, healthcare and manufacturing sectors. The expansion includes products in select Industry Cloud base licenses. Salesforce says the new offering with enable businesses to complete more tasks with fewer […]

The post Saleforce Expands Automation Product Suite appeared first on My TechDecisions.

]]>
Salesforce, the San Francisco-based CRM provider, has added Flow for Industries, an expansion of its Flow product suite that utilizes low-code automation for those in financial services, healthcare and manufacturing sectors.

The expansion includes products in select Industry Cloud base licenses. Salesforce says the new offering with enable businesses to complete more tasks with fewer resources, boost efficiency and deliver better customer experiences at scale.

With companies facing uncertain economic times with inflation, supply chain disruptions and labor shortages, any new efficiency helps, says Salesforce. Industry-specific automation can replace tedious, manual tasks.

At least 86% of senior IT leaders say the experience an organization provides its employees and customers is as important as its products and services. Meanwhile, four out of five senior IT leaders agree that improved customer-facing and employee technologies are critical for their organization to compete.

A study from Salesforce’s MuleSoft and Vanson Bourn showed that 91% of organizations say they they need automation technology, but only 23% have fully implemented automation across business functions.

Salesforce Flow for Industries

Users of Salesforce’s Flow for Industries can create intelligent process automation unique to their specific industry. According to Salesforce, these new tools help customers with the following:

  • Create better customer and employee experiences: OmniStudio enables organizations to build branded, dynamic customer interactions and employee workflows fast. Flow easily connects them with enterprise data and applications, without code.
  • Easily manage rules and actions: Business Rules Engine allows organizations to simplify and automate processes such as pricing discounts, care management or financial planning with declarative setup, management and evaluation of rules. Using a no-code interface, organizations are empowered to build, test and execute rules before they are integrated.
  • Save time and resources: Document Generation gives organizations the ability to automatically generate and share documents using a no-code template designer, while Intelligent Form Reader uses optical character recognition (OCR) to automatically read and extract document data, unifying the end-to-end management process, and freeing up time for higher-value work.
  • Simplify data management: Data Processing Engine helps organizations create definitions to transform data across multiple sources then surface that to customers within a workflow.

The Flow for Industries suite of automation products is generally available now. These tools are free to base license holders.

Learn more about the new Flow for Industries on Salesforce here.

The post Saleforce Expands Automation Product Suite appeared first on My TechDecisions.

]]>
https://mytechdecisions.com/managed-service/saleforce-expands-automation-suite-flow-for-industries/feed/ 0