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In a work-from-anywhere world, a <a href=\"https://www.salesforce.com/mulesoft/rpa/\" target=\"_self\">workflow automation platform</a> makes it easier and faster for employees to do work that’s enjoyable and high impact rather than repetitive and monotonous.</p>\n"},"path":"/mulesoft/workflow-automation","urlLoc":"us","curHref":"/mulesoft/workflow-automation/?d=cta-body-promo-1015&bc=HA","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-us"},{"id":"1715379956022_vu9","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"","headline_size":"h2","description":"<h2><strong>Contents</strong>:</h2>\n<ol>\n<li><a href=\"https://www.salesforce.com/mulesoft/workflow-automation/#one\" target=\"_self\">What are examples of workflow automation?</a></li>\n<li><a href=\"https://www.salesforce.com/mulesoft/workflow-automation/#two\" target=\"_self\">How is workflow automation different from business process automation?</a></li>\n<li><a href=\"https://www.salesforce.com/mulesoft/workflow-automation/#three\" target=\"_self\">Why does workflow automation matter for CRM?</a></li>\n<li><a href=\"https://www.salesforce.com/mulesoft/workflow-automation/#four\" target=\"_self\">What are workflow automation examples for CRM?</a></li>\n<li><a href=\"https://www.salesforce.com/mulesoft/workflow-automation/#five\" target=\"_self\">What are the benefits of workflow automation for CRM?</a></li>\n<li><a href=\"https://www.salesforce.com/mulesoft/workflow-automation/#six\" target=\"_self\">How can you learn more about workflow automation for 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routing.</p>\n<p>BPA often encompasses an entire process made up of multiple workflows across different departments, users, and integrations.</p>\n<p>An example of business process automation is client onboarding, which includes workflows across sales, finance, and service:</p>\n<ul>\n<li>Sales Workflow 1: Initiate New Client Welcome (auto-launched)</li>\n<li>Sales Workflow 2: Set Up Account</li>\n<li>Service Workflow 3: Request Support</li>\n<li>Finance Workflow 4: Set Up Auto Payments</li>\n</ul>\n","anchor_id":"two"},"path":"/mulesoft/workflow-automation","urlLoc":"us","curHref":"/mulesoft/workflow-automation/?d=cta-body-promo-1015&bc=HA","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-us"},{"id":"1717796473733_12ue","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"Why does workflow automation matter for CRM?","headline_size":"h2","description":"<p>A <a href=\"https://www.salesforce.com/crm/what-is-crm/\" target=\"_self\">CRM (customer relationship management) system</a> is the source of truth for every part of the company that interacts with customers, giving teams a 360-degree view of every customer. Workflow automation streamlines and enhances how employees use the CRM so they can be more productive and better serve customers.<br><br>This improves both the employee’s and the customer’s experience. Executives <a href=\"https://www.salesforce.com/resources/research-reports/trends-in-workflow-automation/\" target=\"_self\">report</a> that improved employee experience leads to improved customer experience, and can also <a href=\"https://www.salesforce.com/form/pdf/forbes-ex-cx-growth/?d=pb\" target=\"_blank\">impact revenue</a>.<br><br>Automated workflows also help remove bottlenecks, serving up insights to the right employee at the right time, in context of what they’re working on. For example, an intelligent workflow can integrate CRM and enterprise resource planning (ERP) systems to deliver consumer buying insights to sales teams.</p>\n","anchor_id":"three"},"path":"/mulesoft/workflow-automation","urlLoc":"us","curHref":"/mulesoft/workflow-automation/?d=cta-body-promo-1015&bc=HA","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-us"},{"id":"1719947361906_2ml","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":" “Automation gives people the bandwidth and breathing room to do more interesting, more inspiring, and more valuable work that moves the business forward, such as building customer relationships or making hard decisions on what to do next.”","headline_size":"h3","description":"<p>John Kucera, SVP Product Management, Salesforce</p>\n"},"path":"/mulesoft/workflow-automation","urlLoc":"us","curHref":"/mulesoft/workflow-automation/?d=cta-body-promo-1015&bc=HA","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-us"},{"id":"1719344012109_ne7","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"What are workflow automation examples for CRM?","headline_size":"h2","description":"<p>Automating CRM workflows helps service teams scale customer experiences, enables sales teams to spend more time building and maintaining deep customer relationships, and enables businesses to increase the speed of work across every department, including human resources (HR), IT, and finance.</p>\n<p><strong>1. Automated workflows for service</strong> - Customer service teams need to deliver quality support and case management — quickly. To do so, they are using human-centric workflows designed to unify and streamline multiuser, multistep touchpoints across any device or department. If a service agent doesn’t have to spend time entering data at the beginning of a call, for example, that may translate to more quality time with the customer, ensuring their case is solved properly.</p>\n<p>Examples of automated workflows for service:</p>\n<ul>\n<li>Lapse in service notification workflow</li>\n<li>Case creation workflow</li>\n<li>Credit card dispute handling workflow</li>\n<li>Customer ID verification workflow</li>\n<li>Collector call preparation workflow</li>\n</ul>\n<p><strong>2. Automated workflows for sales</strong> - When customers feel understood and cared for, they’re more likely to buy. Automated workflows enable sales teams to reduce time-consuming administrative tasks and eliminate tedious data entry in order to close deals faster. This helps sales reps spend more time with customers to understand their business and provide more personalized solutions.</p>\n<p>Examples of <a href=\"https://www.salesforce.com/sales/cloud/\" target=\"_self\">automated workflows for sales</a>:</p>\n<ul>\n<li>Quote creation workflow</li>\n<li>Contract approvals workflow</li>\n<li>New customer onboarding workflow</li>\n<li>Follow-up reminder workflow</li>\n<li>Renewal reminder workflow</li>\n</ul>\n<p><strong>3. Automated workflows for marketing</strong> - <a href=\"https://www.salesforce.com/marketing/automation/guide/\" target=\"_self\">Automated workflows for marketing</a> help teams inspire and create loyalty through more meaningful connections with prospects and customers.</p>\n<p>Examples of automated workflows for marketing:</p>\n<ul>\n<li>Social media scheduling workflow</li>\n<li>Negative review response workflow</li>\n<li>Customer opt-out workflow</li>\n<li>Lead generation synthesis workflow</li>\n<li>Engagement report workflow</li>\n</ul>\n<p><strong>4. Automated workflows for IT</strong> - Automated workflows make it easy for IT to quickly resolve support tickets and keep software and hardware secure and compliant, ensuring employees stay productive from anywhere.</p>\n<p>Examples of automated workflows for IT:</p>\n<ul>\n<li>Service request-handling workflow</li>\n<li>Employee account setup workflow</li>\n<li>Software and device request workflow</li>\n<li>Project request workflow</li>\n</ul>\n<p><strong>5. Automated workflows for HR</strong> - Automated workflows make it easy for HR teams to streamline hiring and onboarding and deliver a connected employee experience that centralizes knowledge, support, and apps. This enables employees to find answers via self-service and ask questions through their preferred channel.</p>\n<p>Examples of automated workflows for HR:</p>\n<ul>\n<li>Employee onboarding workflow</li>\n<li>Benefit enrollment workflow</li>\n<li>Expense management workflow</li>\n<li>Payroll, budget, or timesheets approval workflow</li>\n<li>Performance review workflow</li>\n</ul>\n","anchor_id":"four"},"path":"/mulesoft/workflow-automation","urlLoc":"us","curHref":"/mulesoft/workflow-automation/?d=cta-body-promo-1015&bc=HA","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-us"},{"id":"1719344206544_16r4","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"What are the benefits of workflow automation for CRM?","headline_size":"h2","description":"<p>As more and more companies realize workflow automation is the key to digital transformation, the industry is seeing an increased demand for ways to measure it. The following statistics on workflow automation point to the value businesses can gain.</p>\n","anchor_id":"five"},"path":"/mulesoft/workflow-automation","urlLoc":"us","curHref":"/mulesoft/workflow-automation/?d=cta-body-promo-1015&bc=HA","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-us"},{"id":"1718213056001_opj","name":"sf/nup","attributes":{"link_location":"below","audience_segment":["prospect","customer"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","card_type":"sf/statistic","card_layout":"Standard","card_description_visibility":false,"card_image":true,"card_eyebrow_visibility":true,"card_link_visibility":false,"legal":"<p>* <a href=\"https://www.salesforce.com/resources/research-reports/low-code-dev/\" target=\"_self\">Pulse Report</a><br>** <a href=\"https://www.salesforce.com/resources/research-reports/trends-in-workflow-automation/\" target=\"_self\">Trends in Workflow Automation Report</a></p>\n"},"media_items":[{"statistic":"63%","caption":"of the top problems executives are looking to solve with low code are streamlining internal workflows.*","kind":"card_statistic","id":"1718214347520_19ue"},{"statistic":"71%","caption":"of service decision makers are accelerating automation initiatives to help alleviate escalating workloads.**","kind":"card_statistic","id":"1718213727387_zs6"},{"statistic":"Nearly 75%","caption":"of technical leaders who have implemented automation see time savings equivalent to at least four hours per 40-hour week.**","kind":"card_statistic","id":"1719344324972_coz"}],"path":"/mulesoft/workflow-automation","urlLoc":"us","curHref":"/mulesoft/workflow-automation/?d=cta-body-promo-1015&bc=HA","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-us"},{"id":"1719344453677_rx8","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"","headline_size":"h2","description":"<p>In addition to industry trends, we’re also seeing customers attribute tangible value to workflow automation in CRM:</p>\n<ul>\n<li>RBC Wealth Management-U.S. reduced client onboarding time from weeks to just 24 minutes on average by automating its <a href=\"https://www.salesforce.com/resources/customer-stories/scalable-wealth-management-solution-rbc-us/\" target=\"_self\">case management workflows</a>.</li>\n<li>RecruitMilitary cut its event registration process from 30 minutes to 30 seconds for each exhibitor by using <a href=\"https://www.salesforce.com/resources/articles/recruitmilitary-connects-veterans-to-employment-by-automating-job-matching/\" target=\"_self\">automated workflows</a>. This improved the experience for exhibitors and also saved RecruitMilitary employees more than 4,000 hours of manual work over the course of the year.</li>\n</ul>\n","anchor_id":"five"},"path":"/mulesoft/workflow-automation","urlLoc":"us","curHref":"/mulesoft/workflow-automation/?d=cta-body-promo-1015&bc=HA","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-us"},{"id":"1719344577948_189h","name":"sf/textmainbody","attributes":{"audience_segment":["customer","prospect"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"How can you learn more about workflow automation for CRM?","headline_size":"h2","description":"<p>With over 900 prebuilt, human-centric workflow solutions, Salesforce makes it easy to get started quickly and learn how to use low-code tools, deep integrations, and built-in intelligence to transform your business.</p>\n<ul>\n<li>Learn more about <a href=\"https://www.salesforce.com/mulesoft/automation/\" target=\"_self\">Einstein Automate</a></li>\n<li>Skill up and learn more by taking a hands-on “<a href=\"https://trailhead.salesforce.com/en/users/einsteinpmm/trailmixes/einstein-automate\" target=\"_blank\">trail</a>”</li>\n</ul>\n","anchor_id":"six"},"path":"/mulesoft/workflow-automation","urlLoc":"us","curHref":"/mulesoft/workflow-automation/?d=cta-body-promo-1015&bc=HA","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-us"},{"id":"1717103323711_b44_4641913","name":"sf/nup","attributes":{"link_location":"below","audience_segment":["prospect","customer"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","card_type":"sf/resource","card_layout":"Standard","card_description_visibility":true,"card_image":true,"card_eyebrow_visibility":true,"card_link_visibility":true,"headline":"Keep up 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the future of AI and hyperautomation.","description":"<p>Watch how MuleSoft’s hyperautomation platform transforms employee and customer experiences.</p>\n","link_1":{"label":"Watch the keynote","variant":"text","url":"https://www.salesforce.com/plus/experience/dreamforce_2023/series/it_at_dreamforce_2023/episode/episode-s1e6","ariaLabel":"Watch the Experience the future of AI and hyperautomation keynote","target":"_blank"},"kind":"card_resource","id":"1717103323663_141y"}],"path":"/mulesoft/workflow-automation","urlLoc":"us","curHref":"/mulesoft/workflow-automation/?d=cta-body-promo-1015&bc=HA","cdnEnvTag":"stable","pageAttrs":{"livechat":{"enabled":true},"content_type":"page"},"wpTemplate":"resources-template","curLocale":"en-us"},{"id":"1717091408122_guu_4641914","name":"sf/contactus","attributes":{"audience_segment":["prospect","customer"],"minimize_blade_spacing_bottom":true,"minimize_blade_spacing":true,"experiment_type":"content","headline":"Start your innovation journey with 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No credit card, no installations.</p>\n","link":{"typeOptions":{"kind":"standard"},"variant":"text","label":"Try for free","url":"https://anypoint.mulesoft.com/login/signup?apintent=sfdc","target":"_blank","ariaLabel":""},"kind":"card_contactus","id":"1717091408082_lxj"},{"icon":{"src":"https://wp.salesforce.com/en-us/wp-content/uploads/sites/4/2024/08/call.svg"},"headline":"Talk to an expert.","description":"<p>Tell us a bit more so the right person can reach out faster.</p>\n","link":{"label":"Request a call","variant":"text","url":"https://www.mulesoft.com/contact?utm_source=salesforce&utm_medium=referral&utm_campaign=sfdcpdp","target":"_blank","ariaLabel":""},"kind":"card_contactus","id":"1717091408084_13cb"},{"icon":{"src":"https://wp.salesforce.com/en-us/wp-content/uploads/sites/4/2024/08/email.svg"},"headline":"Stay up to date.","description":"<p>Get the latest research, industry insights, and product news delivered straight to your inbox.</p>\n","link":{"label":"Sign up for 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1096w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/01/mulesoft-products-brand-background-mobile.webp?resize=1462,2048 1462w" height="100%" width="100%"/> </div> </section> </div><div data-blade-id="1715959779275_w7g" data-blade-position="2" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="1715959779275_w7g" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left" data-module-id="1715959779275_w7g" data-module-name="" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> </header> <div class="blade__description"> <p>Workflow automation is defined as taking an often tedious, manual task and converting it to a largely automated one. In a work-from-anywhere world, a <a href="https://www.salesforce.com/mulesoft/rpa/" target="_self">workflow automation platform</a> makes it easier and faster for employees to do work that’s enjoyable and high impact rather than repetitive and monotonous.</p> </div> </article> </div> </section> </div><div data-blade-id="1715379956022_vu9" data-blade-position="3" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="1715379956022_vu9" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left" data-module-id="1715379956022_vu9" data-module-name="" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> </header> <div class="blade__description"> <h2><strong>Contents</strong>:</h2> <ol> <li><a href="https://www.salesforce.com/mulesoft/workflow-automation/#one" target="_self">What are examples of workflow automation?</a></li> <li><a href="https://www.salesforce.com/mulesoft/workflow-automation/#two" target="_self">How is workflow automation different from business process automation?</a></li> <li><a href="https://www.salesforce.com/mulesoft/workflow-automation/#three" target="_self">Why does workflow automation matter for CRM?</a></li> <li><a href="https://www.salesforce.com/mulesoft/workflow-automation/#four" target="_self">What are workflow automation examples for CRM?</a></li> <li><a href="https://www.salesforce.com/mulesoft/workflow-automation/#five" target="_self">What are the benefits of workflow automation for CRM?</a></li> <li><a href="https://www.salesforce.com/mulesoft/workflow-automation/#six" target="_self">How can you learn more about workflow automation for CRM?</a></li> </ol> </div> </article> </div> </section> </div><div data-blade-id="1717450161981_5nw_464192" data-blade-position="4" data-blade-name="sf/promotion" data-blade-variant="promotion" data-blade-source="www" data-blade-type="blade"> <section id="1717450161981_5nw_464192" class="relative promotion--blade promotion--left-image" > <div class="container pb-shadow pb-large-corner container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main promotion_layout--float_image" data-module-id="1717450161981_5nw_464192" data-module-name="MuleSoft Anypoint Platform" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <div class="image__wrapper mobile-pt-0 pb-64 pt-64 mobile-pb-40 mobile-ml-32 mobile-mr-32 promotion_layout--float_image-image_wrapper " > <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/01/mulesoft-product-anypoint-platform.jpg?w=1024" class="image__asset" alt="integration and API platform dashboard for Anypoint solution" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/01/mulesoft-product-anypoint-platform.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/01/mulesoft-product-anypoint-platform.jpg?resize=300,185 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/01/mulesoft-product-anypoint-platform.jpg?resize=768,474 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/01/mulesoft-product-anypoint-platform.jpg?resize=1024,632 1024w" height="632" width="1024"/> </div> <div class="content__wrapper pt-64 mobile-pb-8 mobile-pt-40 mobile-ml-32 mobile-mr-32 pb-64 promotion_layout---image-content_wrapper"> <header class="promotion__blade-heading"> <h2 class="pbc-g-text-display-4 mt-0 mb-24 mobile-mb-16" style=" "> MuleSoft Anypoint Platform </h2> <div class="blade__description pbc-g-text-body-1-2 mb-48 mobile-mb-32"> <p>Start fast and realize immediate value with a single, unified solution for integration and 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example of workflow automation is automating a single task, such as entering customer information, sending a reset password code, or verifying information.<br><br>Another example is automating a multistep task, such as applying for a mortgage, which requires collecting borrower information, military service, employment history, income, property details, declarations, and demographics — some of which may have subtasks of their own.</p> </div> </article> </div> </section> </div><div data-blade-id="1704390883342_7ym_464194" data-blade-position="6" data-blade-name="sf/promotion" data-blade-variant="promotion" data-blade-source="www" data-blade-type="blade"> <section id="1704390883342_7ym_464194" class="relative promotion--blade promotion--right-image" > <div class="container pb-shadow pb-large-corner container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main promotion_layout--float_image" data-module-id="1704390883342_7ym_464194" data-module-name="MuleSoft named a Leader in iPaaS." data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <div class="image__wrapper mobile-pt-0 pb-64 pt-64 mobile-pb-40 mobile-ml-32 mobile-mr-32 promotion_layout--float_image-image_wrapper " > <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/12/mulesoft-resources-report-gartner-magic-quadrant-ipaas-1.webp?w=1024" class="image__asset" alt="iPaaS and API management gartner names mulesoft leader report" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/12/mulesoft-resources-report-gartner-magic-quadrant-ipaas-1.webp?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/12/mulesoft-resources-report-gartner-magic-quadrant-ipaas-1.webp?resize=300,200 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/12/mulesoft-resources-report-gartner-magic-quadrant-ipaas-1.webp?resize=768,512 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/12/mulesoft-resources-report-gartner-magic-quadrant-ipaas-1.webp?resize=1024,683 1024w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/12/mulesoft-resources-report-gartner-magic-quadrant-ipaas-1.webp?resize=1536,1025 1536w" height="683" width="1024"/> </div> <div class="content__wrapper pt-64 mobile-pb-8 mobile-pt-40 mobile-ml-32 mobile-mr-32 pb-64 promotion_layout---image-content_wrapper"> <header class="promotion__blade-heading"> <h2 class="pbc-g-text-display-4 mt-0 mb-24 mobile-mb-16" style=" "> MuleSoft named a Leader in iPaaS. </h2> <div class="blade__description pbc-g-text-body-1-2 mb-48 mobile-mb-32"> <p>Download a complimentary copy of the Gartner® Magic Quadrant™ for iPaaS, and see why MuleSoft has been named a Leader eight times in a row.</p> </div> </header> <div class="cta_container flex flex--float_image ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Read the report" 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0.538452H10.0977C9.82847 0.538452 9.61021 0.756713 9.61021 1.02595V1.67595C9.61021 1.94519 9.82847 2.16345 10.0977 2.16345ZM2.97559 4.03905C1.62939 4.03905 0.538086 5.13036 0.538086 6.47655V14.8516C0.538086 16.1977 1.62939 17.2891 2.97559 17.2891H11.3506C12.6968 17.2891 13.7881 16.1977 13.7881 14.8516L13.7881 8.88513C13.7881 8.59574 13.4383 8.45066 13.2335 8.65509L12.4493 9.43768C12.2661 9.62059 12.1631 9.86888 12.1631 10.1278V14.8516C12.1631 15.3003 11.7993 15.6641 11.3506 15.6641H2.97559C2.52686 15.6641 2.16309 15.3003 2.16309 14.8516V6.47655C2.16309 6.02782 2.52685 5.66405 2.97559 5.66405H7.79909C8.07127 5.66405 8.33106 5.55029 8.51564 5.35026L9.2223 4.58446C9.41442 4.37626 9.26675 4.03905 8.98345 4.03905H2.97559Z"/> </svg> </a> </pbc-button> </div> </div> </article> </div> </section> </div><div data-blade-id="1715380369670_b22" data-blade-position="7" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="two" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left" data-module-id="1715380369670_b22" data-module-name="How is workflow automation different from business process automation?" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> <h2 class="headline text__headline--large" style=" "> How is workflow automation different from business process automation? </h2> </header> <div class="blade__description"> <p>Business process automation (BPA), sometimes referred to as <a href="https://www.salesforce.com/products/platform/workflow-automation/orchestrator/" target="_self">process automation</a>, is the larger umbrella for all things automation, including workflow automation, robotic process automation (RPA), straight-through processing, and work routing.</p> <p>BPA often encompasses an entire process made up of multiple workflows across different departments, users, and integrations.</p> <p>An example of business process automation is client onboarding, which includes workflows across sales, finance, and service:</p> <ul> <li>Sales Workflow 1: Initiate New Client Welcome (auto-launched)</li> <li>Sales Workflow 2: Set Up Account</li> <li>Service Workflow 3: Request Support</li> <li>Finance Workflow 4: Set Up Auto Payments</li> </ul> </div> </article> </div> </section> </div><div data-blade-id="1717796473733_12ue" data-blade-position="8" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="three" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left" data-module-id="1717796473733_12ue" data-module-name="Why does workflow automation matter for CRM?" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> <h2 class="headline text__headline--large" style=" "> Why does workflow automation matter for CRM? </h2> </header> <div class="blade__description"> <p>A <a href="https://www.salesforce.com/crm/what-is-crm/" target="_self">CRM (customer relationship management) system</a> is the source of truth for every part of the company that interacts with customers, giving teams a 360-degree view of every customer. Workflow automation streamlines and enhances how employees use the CRM so they can be more productive and better serve customers.<br><br>This improves both the employee’s and the customer’s experience. Executives <a href="https://www.salesforce.com/resources/research-reports/trends-in-workflow-automation/" target="_self">report</a> that improved employee experience leads to improved customer experience, and can also <a href="https://www.salesforce.com/form/pdf/forbes-ex-cx-growth/?d=pb" target="_blank">impact revenue</a>.<br><br>Automated workflows also help remove bottlenecks, serving up insights to the right employee at the right time, in context of what they’re working on. For example, an intelligent workflow can integrate CRM and enterprise resource planning (ERP) systems to deliver consumer buying insights to sales teams.</p> </div> </article> </div> </section> </div><div data-blade-id="1719947361906_2ml" data-blade-position="9" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="1719947361906_2ml" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left" data-module-id="1719947361906_2ml" data-module-name=" “Automation gives people the bandwidth and breathing room to do more interesting, more inspiring, and more valuable work that moves the business forward, such as building customer relationships or making hard decisions on what to do next.”" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> <h3 class="headline text__headline--medium" style=" "> “Automation gives people the bandwidth and breathing room to do more interesting, more inspiring, and more valuable work that moves the business forward, such as building customer relationships or making hard decisions on what to do next.” </h3> </header> <div class="blade__description"> <p>John Kucera, SVP Product Management, Salesforce</p> </div> </article> </div> </section> </div><div data-blade-id="1719344012109_ne7" data-blade-position="10" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="four" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left" data-module-id="1719344012109_ne7" data-module-name="What are workflow automation examples for CRM?" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> <h2 class="headline text__headline--large" style=" "> What are workflow automation examples for CRM? </h2> </header> <div class="blade__description"> <p>Automating CRM workflows helps service teams scale customer experiences, enables sales teams to spend more time building and maintaining deep customer relationships, and enables businesses to increase the speed of work across every department, including human resources (HR), IT, and finance.</p> <p><strong>1. Automated workflows for service</strong> - Customer service teams need to deliver quality support and case management — quickly. To do so, they are using human-centric workflows designed to unify and streamline multiuser, multistep touchpoints across any device or department. If a service agent doesn’t have to spend time entering data at the beginning of a call, for example, that may translate to more quality time with the customer, ensuring their case is solved properly.</p> <p>Examples of automated workflows for service:</p> <ul> <li>Lapse in service notification workflow</li> <li>Case creation workflow</li> <li>Credit card dispute handling workflow</li> <li>Customer ID verification workflow</li> <li>Collector call preparation workflow</li> </ul> <p><strong>2. Automated workflows for sales</strong> - When customers feel understood and cared for, they’re more likely to buy. Automated workflows enable sales teams to reduce time-consuming administrative tasks and eliminate tedious data entry in order to close deals faster. This helps sales reps spend more time with customers to understand their business and provide more personalized solutions.</p> <p>Examples of <a href="https://www.salesforce.com/sales/cloud/" target="_self">automated workflows for sales</a>:</p> <ul> <li>Quote creation workflow</li> <li>Contract approvals workflow</li> <li>New customer onboarding workflow</li> <li>Follow-up reminder workflow</li> <li>Renewal reminder workflow</li> </ul> <p><strong>3. Automated workflows for marketing</strong> - <a href="https://www.salesforce.com/marketing/automation/guide/" target="_self">Automated workflows for marketing</a> help teams inspire and create loyalty through more meaningful connections with prospects and customers.</p> <p>Examples of automated workflows for marketing:</p> <ul> <li>Social media scheduling workflow</li> <li>Negative review response workflow</li> <li>Customer opt-out workflow</li> <li>Lead generation synthesis workflow</li> <li>Engagement report workflow</li> </ul> <p><strong>4. Automated workflows for IT</strong> - Automated workflows make it easy for IT to quickly resolve support tickets and keep software and hardware secure and compliant, ensuring employees stay productive from anywhere.</p> <p>Examples of automated workflows for IT:</p> <ul> <li>Service request-handling workflow</li> <li>Employee account setup workflow</li> <li>Software and device request workflow</li> <li>Project request workflow</li> </ul> <p><strong>5. Automated workflows for HR</strong> - Automated workflows make it easy for HR teams to streamline hiring and onboarding and deliver a connected employee experience that centralizes knowledge, support, and apps. This enables employees to find answers via self-service and ask questions through their preferred channel.</p> <p>Examples of automated workflows for HR:</p> <ul> <li>Employee onboarding workflow</li> <li>Benefit enrollment workflow</li> <li>Expense management workflow</li> <li>Payroll, budget, or timesheets approval workflow</li> <li>Performance review workflow</li> </ul> </div> </article> </div> </section> </div><div data-blade-id="1719344206544_16r4" data-blade-position="11" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="five" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left" data-module-id="1719344206544_16r4" data-module-name="What are the benefits of workflow automation for CRM?" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> <h2 class="headline text__headline--large" style=" "> What are the benefits of workflow automation for CRM? </h2> </header> <div class="blade__description"> <p>As more and more companies realize workflow automation is the key to digital transformation, the industry is seeing an increased demand for ways to measure it. The following statistics on workflow automation point to the value businesses can gain.</p> </div> </article> </div> </section> </div><div data-blade-id="1718213056001_opj" data-blade-position="12" data-blade-name="sf/nup" data-blade-variant="nup" data-blade-source="www" data-blade-type="blade"> <section id="1718213056001_opj" class="relative nup--blade layout--3 nup--card_statistic" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <div class="grid grid_main nup nup__3 nup__gridThree no-header"> <div class="cards cards--minimal"> <article class="card card__1 card__wrapper " data-module-track-impressions="" data-module-id="1718214347520_19ue" data-module-position="1" data-module-type="card_statistic" > <div class="card--card_statistic pbc-g-elevation-2 flex border-rad-16 "> <div class="card__content__wrapper"> <div class="card__copy__wrapper flex flex--column"> <div class="card__stat flex flex--jc-center"> <span class="card__stat-number"> 63 </span> <span class="card__stat-suffix card__stat-suffix--align-top"> % </span> </div> <div class="card__caption"> of the top problems executives are looking to solve with low code are streamlining internal workflows.* </div> </div> </div> </div> </article> <article class="card card__2 card__wrapper " data-module-track-impressions="" data-module-id="1718213727387_zs6" data-module-position="2" data-module-type="card_statistic" > <div class="card--card_statistic pbc-g-elevation-2 flex border-rad-16 "> <div class="card__content__wrapper"> <div class="card__copy__wrapper flex flex--column"> <div class="card__stat flex flex--jc-center"> <span class="card__stat-number"> 71 </span> <span class="card__stat-suffix card__stat-suffix--align-top"> % </span> </div> <div class="card__caption"> of service decision makers are accelerating automation initiatives to help alleviate escalating workloads.** </div> </div> </div> </div> </article> <article class="card card__3 card__wrapper " data-module-track-impressions="" data-module-id="1719344324972_coz" data-module-position="3" data-module-type="card_statistic" > <div class="card--card_statistic pbc-g-elevation-2 flex border-rad-16 "> <div class="card__content__wrapper"> <div class="card__copy__wrapper flex flex--column"> <div class="card__stat flex flex--jc-center"> <span class="card__stat-prefix card__stat-prefix--align-bottom"> Nearly </span> <span class="card__stat-number"> 75 </span> <span class="card__stat-suffix card__stat-suffix--align-top"> % </span> </div> <div class="card__caption"> of technical leaders who have implemented automation see time savings equivalent to at least four hours per 40-hour week.** </div> </div> </div> </div> </article> </div> <div class="legal"><p>* <a href="https://www.salesforce.com/resources/research-reports/low-code-dev/" target="_self">Pulse Report</a><br>** <a href="https://www.salesforce.com/resources/research-reports/trends-in-workflow-automation/" target="_self">Trends in Workflow Automation Report</a></p> </div> </div> </div> </section> </div><div data-blade-id="1719344453677_rx8" data-blade-position="13" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="five" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left" data-module-id="1719344453677_rx8" data-module-name="" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> </header> <div class="blade__description"> <p>In addition to industry trends, we’re also seeing customers attribute tangible value to workflow automation in CRM:</p> <ul> <li>RBC Wealth Management-U.S. reduced client onboarding time from weeks to just 24 minutes on average by automating its <a href="https://www.salesforce.com/resources/customer-stories/scalable-wealth-management-solution-rbc-us/" target="_self">case management workflows</a>.</li> <li>RecruitMilitary cut its event registration process from 30 minutes to 30 seconds for each exhibitor by using <a href="https://www.salesforce.com/resources/articles/recruitmilitary-connects-veterans-to-employment-by-automating-job-matching/" target="_self">automated workflows</a>. This improved the experience for exhibitors and also saved RecruitMilitary employees more than 4,000 hours of manual work over the course of the year.</li> </ul> </div> </article> </div> </section> </div><div data-blade-id="1719344577948_189h" data-blade-position="14" data-blade-name="sf/textmainbody" data-blade-variant="textmainbody" data-blade-source="www" data-blade-type="blade"> <section id="six" class="relative textmainbody--blade" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <article class="grid grid_main text--left" data-module-id="1719344577948_189h" data-module-name="How can you learn more about workflow automation for CRM?" data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="textmainbody__blade-heading grid grid_sub"> <h2 class="headline text__headline--large" style=" "> How can you learn more about workflow automation for CRM? </h2> </header> <div class="blade__description"> <p>With over 900 prebuilt, human-centric workflow solutions, Salesforce makes it easy to get started quickly and learn how to use low-code tools, deep integrations, and built-in intelligence to transform your business.</p> <ul> <li>Learn more about <a href="https://www.salesforce.com/mulesoft/automation/" target="_self">Einstein Automate</a></li> <li>Skill up and learn more by taking a hands-on “<a href="https://trailhead.salesforce.com/en/users/einsteinpmm/trailmixes/einstein-automate" target="_blank" class="link__new-tab">trail<img class="link__new-tab-icon" alt="Opens in a new window"></a>”</li> </ul> </div> </article> </div> </section> </div><div data-blade-id="1717103323711_b44_4641913" data-blade-position="15" data-blade-name="sf/nup" data-blade-variant="nup" data-blade-source="www" data-blade-type="blade"> <section id="1717103323711_b44_4641913" class="relative nup--blade nup--link_below layout--3 nup--card_resource" > <div class="container container--min-spacing-bottom container--min-spacing-top"> <div class="grid grid_main nup nup__3 nup__gridThree"> <header class="nup__blade-heading text--center"> <h2 class="headline" style=" "> Keep up with the latest trends, insights, and conversations. </h2> </header> <div class="cards"> <article class="card card__1 card__wrapper " data-module-track-impressions="" data-module-id="1717103323651_15iv" data-module-name="See how companies are tackling today's economic challenges with digital transformation." data-module-position="1" data-module-type="card_resource" > <div class="card--card_resource card--generic_card pbc-g-elevation-2 flex border-rad-16 "> <div class="card__image__wrapper"> <a href="https://www.mulesoft.com/lp/reports/connectivity-benchmark?utm_source=salesforce&utm_medium=referral&utm_campaign=sfdcpdp" tabindex="-1" aria-label="See how companies are tackling today's economic challenges with digital transformation." data-link-url="https://www.mulesoft.com/lp/reports/connectivity-benchmark?utm_source=salesforce&utm_medium=referral&utm_campaign=sfdcpdp" data-link-type="image" target="_blank"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/12/mulesoft-resources-report-connectivity-benchmark.webp?w=1024" class="card__image" alt="2024 Connectivity Benchmark report" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/12/mulesoft-resources-report-connectivity-benchmark.webp?resize=150,150 150w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/12/mulesoft-resources-report-connectivity-benchmark.webp?resize=300,169 300w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/12/mulesoft-resources-report-connectivity-benchmark.webp?resize=768,433 768w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/12/mulesoft-resources-report-connectivity-benchmark.webp?resize=1024,577 1024w,https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2023/12/mulesoft-resources-report-connectivity-benchmark.webp?resize=1536,865 1536w" height="auto" width="auto"/> </a> </div> <div class="card__content__wrapper"> <div class="card__copy__wrapper"> <span class="badge blue95 pl-12 pr-12">Report</span> <h3 class="card__headline mb-16" style=" "> <a href="https://www.mulesoft.com/lp/reports/connectivity-benchmark?utm_source=salesforce&utm_medium=referral&utm_campaign=sfdcpdp" data-link-text="See how companies are tackling today's economic challenges with digital transformation." data-link-url="https://www.mulesoft.com/lp/reports/connectivity-benchmark?utm_source=salesforce&utm_medium=referral&utm_campaign=sfdcpdp" data-link-type="header" target="_blank"> See how companies are tackling today's economic challenges with digital transformation. </a> </h3> <div class="card__description mt-16"> <p>Read the insights from over 1,050 IT leaders in the “2024 Connectivity Benchmark Report.”</p> </div> </div> <div class="cta_container flex flex--center"> <pbc-button class="cta_button__wrapper" data-link-text="Read the report" data-link-url="https://www.mulesoft.com/lp/reports/connectivity-benchmark?utm_source=salesforce&utm_medium=referral&utm_campaign=sfdcpdp" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="cardText" data-stacking="wideM" aria-label="Read the 2024 Connectivity Benchmark report" href="https://www.mulesoft.com/lp/reports/connectivity-benchmark?utm_source=salesforce&utm_medium=referral&utm_campaign=sfdcpdp" target="_blank" rel="noopener" > Read the report <svg width="18" height="18" viewBox="0 0 18 18" xmlns="http://www.w3.org/2000/svg" fill="currentColor"> <path fill-rule="evenodd" clip-rule="evenodd" d="M10.0977 2.16345H14.5237L6.8804 9.80671C6.69002 9.99709 6.69002 10.3058 6.8804 10.4961L7.34002 10.9558C7.5304 11.1461 7.83906 11.1461 8.02945 10.9558L15.6717 3.31348V7.73848C15.6717 8.00772 15.89 8.22598 16.1592 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