How Terreal leverages RPA to boost accuracy and efficiency
With 626 million euros in sales in 2020, and more than 3,300 employees worldwide, Terreal is a European key player of clay building materials. For more than 150 years, Terreal has been imagining responsible solutions by capitalizing on the beauty and durability of clay, as well as on the innovation of solar energy.
Terreal’s solution to tracking their pallet inventory had multiple steps, was likely to contain input errors, and required IT to spend many hours each week correcting the data. The purpose of tracking was to be able to reflect the inventory efficiently and accurately in their ERP. Another challenge the company faced was interrupted workflow. Many tasks were performed by individuals, so if they were absent the work was delayed. Not only was this delay inefficient, much of the work was manual copy and paste and subject to human input error.
hours gained each year
Up to 98%
continues regardless of illness or vacation
“With Automation 360, we save 730 hours per year, if these tasks are manual. Regardless of company size, I think RPA is a must."
-Benoît Daupeyroux, Applications Project Manager
Utilizing Automation 360 on premise the entire pallet inventory process was automated efficiently tracking nearly 60,000 stock movements per year, each being reflected in Terreal’s ERP. The solution of interrupted workflow due to employee absence, this instance being the integration between health insurance accounting and bank statements, was solved by automating the process. Integration occurred early in the morning before accountants arrived, regardless of whether or not someone was absent. Automation also solved the challenge of human input error, achieving desired efficiency and accuracy in each of these instances.
Utilizing Automation 360 on premise, the entire pallet inventory process was automated efficiently tracking nearly 60,000 stock movements per year, each being reflected in Terreal’s ERP. The solution of interrupted workflow due to employee absence, this instance being the integration between health insurance accounting and bank statements, was solved by automating the entire process. Integration occurred early in the morning before accountants arrived, regardless of whether or not someone was on vacation or ill. Automation also solved the challenge of human input error, achieving desired efficiency and accuracy in each of these instances.
THE WHOLE STORY
Terreal has a service provider who sorts recyclable pallets and repairs them. The company wanted the various related pallet inventory actions reflected daily on their ERP. In the past, there was an attempt at automation using roundabout tools but because of input errors from external data received, the reports were usually wrong.
Presently, using automation, the bot efficiently performs all the operations to track the pallet inventory. It retrieves the files from the provider’s SFTP, performs several checks, integrates the data into an SQLite database, and then reports the stock movements directly in SAP. As a result, there are very few errors and pallet stock are more up to date. Another added benefit of automating this process for Terreal is that they now are able to use their own data to challenge related contracts.
One of the first processes automated at Terreal solved the challenge of interrupted workflow. Terreal receives bank statements and daily postings from the health insurance company, both of which require integration into their ERP. Before automation the processes were done manually, and when the employee responsible was absent the process was delayed and would not resume until the employee returned. Now, with automation, there is no interruption in this daily process. The bot reads the original file and transcribes it into postings in SAP. Once that process is finished, the bank statements are integrated, and processing summaries are sent. Both of these processes are completed efficiently, without the opportunity for human input error, before the accountants arrive each morning.
Recognizing the proven efficiency and scalability of automation, Terreal plans to expand the technology to other departments such as HR and customer service. A bot creation template is ready, integrating everything one needs to create a bot in just a few hours. And while there are many opportunities for future implementation of RPA in its home office in France, Terreal also plans to eventually implement RPA to its other company locations.
“Employees are very satisfied with automation. There is a clear before and after, and they would not go back.”
-Benoît Daupeyroux, Applications Project Manager
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Sales Process Automation
What is sales process automation and why do businesses need it?
Even though sales aren't directly dependent on how well you can manage data, these are still vital tasks in the sales process. Unfortunately, they're also time-consuming and prone to human error. The right sales and marketing automation platform can take over these tasks, freeing up your time so you can spend it on the part of the sales process that really matters—your potential customers.
Sales automated workflows can be set up to replace repetitive tasks in the sales process. For example, intelligent automation and machine learning (ML) helps identify profitable prospects, track leads, and even sort cold leads from the hot ones. You can set workflows up to generate contracts, take care of the invoicing and payment processing, and even work alongside other software to onboard customers. These no-code bots are an affordable, user-friendly, and fully customizable way to create a Digital Workforce and grow your business.
What are the benefits of sales process automation for businesses?
Automating sales processes with bots helps reps save time, reduce their workload, and perform tasks precisely, but that isn't the only benefit. Sales automation integrates with many of the programs and processes you already use, providing new insights and bridging the gap between information silos. It will also help you identify new opportunities and warn you of possible threats. It's the smart way for business owners and startups to drive sales and secure their future.
Information is often restricted into silos, which means generating multiple reports and spending hours trying to identify new opportunities. Using sales automation to analyze data allows you to find more profitable sales, markets, and leads, so you can spend more time on the opportunities that matter and less on the less profitable ones.
Sales automations become a robust, Digital Workforce that works along with your staff. They can perform data entry tasks instantly, synchronizing and keeping everything up to date. You and your team are then free to take care of the tasks that better use their experience and expertise.
In addition to getting more work done in less time, sales automations is a low-cost solution. They don't require any major infrastructure upgrades, work without interrupting other processes, and don't require wages, benefits, and additional labor costs.
The more data a human employee has to move and work with, the more likely they are to make a mistake or forget something. Various sales automation features eliminate these errors, ensuring you can rely on the reports and data you're seeing without spending hours finding and correcting mistakes.
Many times, businesses are forced to guess when it comes to lead management. Sales automations make it easier for you to get the data you need to make these decisions and grow your business with less risk.
Sales automated workflows allow you to access answers and onboard customers far faster than you ever could before. You can design sales workflows to improve follow-up processes, handle support requests, and even manage email lists and transactional records.
Boost sales and uncover the secrets hidden in your customer and online marketing data
Successful sales require professionals to be expert communicators, persuasion artists, and data entry experts. Let automated sales software take care of the trivial tasks.
Who benefits from sales process automation?
Sales RPA processes sales faster, but that certainly isn't their only benefit. Everyone from customer service teams to IT will benefit from the improved functionality, templates, lead scoring, and other features so they can work more efficiently.
With better sales information access, accounting teams can improve their projections and incorporate sales data into their reports. They can use the data to auto-populate invoices, improve their billing processes, and perhaps most importantly, ensure compliance.
Sales automation can include CRM integration to keep databases current and informative. This increased access allows customer sales professionals to address customer concerns better and provide the information and data they need without the wait.
Bot-powered sales data, reports, and real-time analytics allow IT, teams, to prioritize repairs, upgrades, and service launches better. It also allows them to supplement the information and statistics to get a fuller picture of the company and its customer's needs.
Marketing teams can streamline their efforts. With access to LinkedIn, email campaigns, and other digital marketing efforts. Automated workflows can significantly improve the effectiveness of campaigns and dominate markets that competitors may not have even considered.
Intelligent automation: the active ingredient in the advancement of human data science
"Automating IT infrastructure will actually open a whole new direction to all industries."
– Shantanu Kar, Global Head, Cognitive Robotics, IQVIA
Customer notifications automated every month
Sales documents processed
Support requests managed by bots
How sales process automation can help businesses
You'll find the data and automated tasks provide you with new opportunities, new leads, and better data that you can use to change other aspects of your business. You'll be able to reduce errors, improve profit margins, and even provide a better overall experience for employees and customers, improving loyalty and dedication to the brand.
Sales Strategy and Planning
- Identify new markets and opportunities
- A/B testing for landing pages
- Forecasting and projections
- Spot successful tactics and messages
- Better planned resource allocation
- Catch threats and dangers
Customer Care Activities
- Account registrations and setup
- Identify customers preparing to jump
- Improve customer engagement and customer support
- Provide answers and knowledge bases
- AI and ML powered bots for support and guidance
Billing and Invoicing
- Payment and credit card processing
- Auto-generate invoices and receipts
- Complete credit checks
- Order processing and product tracking
- Send reminders and notifications
- Upsell and identify new sales opportunities
Cost, Pricing, and Contracts'
- Better calculate Cost-per-Customer and other expenses
- Automate quotes and contracts via your marketing platform
- Improve pricing models
- Ensure compliance and data privacy
- Adjust prices to maximize profits
- Generate reports and data
How to find the best marketing automation software for your sales teams
Businesses and e-commerce brands need to be able to grow and change quickly. This requires RPA solutions and marketing automation tools that are flexible and scale quickly. Automation Anywhere provides cloud-based RPA that is easily scaled and adaptable to almost any situation. We work with Customer Relationship Management (CRMs) providers like Salesforce or Constant Contact, inventory management tools, APIs, SaaS, websites, and almost any other service or program you may need to automate.
Automation was once restricted only to enterprise businesses with experienced teams and the ability to make large infrastructure investments. Not anymore. Automation Anywhere is a full-service automation solution. We provide a wide range of no-code options to get you on your automation journey faster --if you can click a mouse, you can build a bot. Each is cloud-based and managed through a user-friendly dashboard, making it possible for any size business to take advantage of automation, ML, and AI.
How businesses can get started with sales process automation
To get started on your automation journey, sign up for a free plan. You'll have access to our easy-to-use dashboard, where you can create, deploy, and manage bots for various sales-related tasks.
Are you a little unsure? We have a full range of automation and bot courses, videos, and resources available to help you create and deploy bots throughout the sales process. As well, Automation Anywhere University allows for employees to build their RPA skillsets, with training and certifications for any skill level.
More sales automation resources
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