Exploring the TotalAgility Salesforce Connector for Smarter Work

The power and impact of a robust, fully featured CRM platform are hard to overstate. There are compelling reasons why many businesses consider a CRM a must-have, from handling large and complex data sets to ultimately delivering better outcomes for customers and the business itself. However, populating a leading platform such as Salesforce with all the information your company ingests is no easy feat. In the absence of smarter, stronger automation, teams can end up stuck in manual workflow loops that are not only tedious and prone to error but also fundamentally slow, at a time when business speed is faster than ever. With the TotalAgility Salesforce connector from BlueIrisIQ, you can address that concern with ease.

Tungsten TotalAgility is a robust set of tools for orchestrating document extraction and intelligence. It’s possible to bring the impact of intelligent document processing to Salesforce operations and significantly reduce the amount of manual work required with the right software connector. Consider the effect of leaving less-automated processes in place, then explore how this resource available in the Tungsten Marketplace can be a game-changer.

Pain Points Common to Document Operations in Salesforce

There is a need to bring structured and unstructured data into Salesforce queues, clouds and other features. However, it takes time for human employees to manually determine which information needs to be moved, where it needs to go, and to execute that process. Along the way, it could take far too long to process even one document. There’s no guarantee of accuracy when manual data entry is involved.

Even with solutions available to address these concerns, integration is not always easy. Indeed, the overhead costs and the time required to reach deployment can be substantial obstacles that reduce effectiveness, make it harder to achieve buy-in and could ultimately delay or derail automation efforts. With TotalAgility and CRM integration, bringing automated data extraction to Salesforce becomes more cost-effective, offering a clearer ROI.

What Are the Features to Know About the Connector?

To connect Salesforce with document automation capabilities, this Marketplace solution provides a straightforward way to create a digital link between the intelligent document processing in TotalAgility and Salesforce repositories. TotalAgility IDP enables not only the capture and extraction of data from documents in any format (digital or physical), but also supports data classification and quality validation before the data is imported into Salesforce.

Getting started is effortless: configuring the connector requires no extra coding, allowing users to leverage intuitive drag-and-drop techniques to map data to Salesforce and begin working seamlessly right away. This feature accelerates implementation and reduces overhead, resulting in a more substantial ROI.

Once configured, this connector ensures that data flows in real time from TotalAgility. Emails, scanned documents, and other forms of structured data are automatically transferred, eliminating the need for manual work. The connector is also highly customizable, allowing businesses to adapt this data transfer capability to task-specific workflows as needed. Throughout the process, a human-in-the-loop approach ensures the timely handling of exceptions, maintaining high accuracy.

Exploring the TotalAgility Salesforce Connector and Its Benefits

 Let’s recap some of the benefits available through this connector:

• Rapid integration and deployment that’s adaptable to specific business use cases, making it ideal for companies across different industries.
• Suitable for supporting customer service, internal operations and much more.
• Built to be scalable with minimal maintenance burden, the connector continues to deliver high-quality results even as work volume increases.
• Reduced errors and increased speed of operations due to the elimination of manual data entry.
• Higher confidence in data accuracy to support better business outcomes.

This solution is not just a hypothetical benefit; it has real-world use cases to consider. For example, some industries that can benefit from linking TotalAgility to Salesforce include:

• Public sector work, such as fielding information or requests from the public, digitizing that correspondence, and routing it seamlessly to the appropriate queue in Salesforce for review and action.
• Insurance and finance, for tasks such as reviewing policies or loan applications, processing claims, and other tasks that involve significant amounts of customer paperwork.
• Healthcare operations, particularly those that rely on the Salesforce Health Cloud, require secure updates to personal and health history information.

Find This and Other Valuable Resources in the Tungsten Marketplace Today

With the versatility of TotalAgility and the innovative connector by BlueIrisIQ for Salesforce integration, linking document capture processes to Salesforce is accessible and straightforward. With use cases that span everything from government work to insurance and beyond, the opportunity is here to ensure high-quality data capture and transfer into your CRM. With no need for additional coding and support from BlueIrisIQ, such as a connector implementation guide, you can get started quickly and begin to see the impact of the change on your productivity level right away.