Digital Process Automation

Giving the enterprise the power to adapt to change beyond customer expectations

Our ability to get to clients faster is going to drive our growth

MICHAEL P. LYONS HEAD OF CORPORATE & INSTITUTIONAL BANKING

Manual time-consuming tasks, disjointed processes, disorganized data sources is the formula for poor collaboration, poor retention, and poor performance. Create an automated workflow for better collaboration and improved productivity.

Better & Secured Data Retrieval

 Enhance and improve the effectiveness of your workflows in one user-friendly hub. We’ll even keep your data safe & secured with built-in cybersecurity.

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Modernize and Streamline Processes

Create a streamlined process that adapts to the speed of change. We’ll help you automate, simplify complexity, and eliminate unnecessary steps in your workflow.

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MAKE CUSTOMERS FEEL VALUED WITH CETRIX

Digital Process Automation

Process marketing automation has only recently become available to most companies. One of the top-level concepts in IT today, the technology is ready to transform any enterprise willing to undergo the digital evolution. It can take your business rules, data, and human decisions, and then use software to automate anything that could be done by a human, freeing up your staff for more productive activities.

Beyond the obvious benefits, social, and cultural impacts, process digital automation will reform your organization’s business processes.

You can automate just about every business function in your organizations such as:

  • Composite, cross-functional applications
  • Natural language processing bots for first-level help-desk support
  • Recommendation engines that customize content delivered to customers

Intelligent decision-making processes that substitute human decision tasks or automate business rules

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Application in Sales and Marketing

Sales and Marketing teams have always been on the forefront of new technology adoption trends. Now, the same holds true with digital process automation.

You can automate the entire customer support process, generate tickets, send notifications, and provide resolutions with software solutions alone. You can even automate inter-partner B2B transactions through a B2BEDI implementation. Beyond that, your sales team can automatically conduct financial checks and validations, through validation models or composite integrated applications, and then immediately process the payments.

Finally, using predictive prospecting analysis, you can use industry-leading Salesfore CRM tools to analyze your customer data to make predictions about future customer behavior and then efficiently lead customers with data discovery, predictive models, statistics, and artificial intelligence techniques. This will, in turn, improve the returns from and the effectiveness of your business sales and marketing campaigns

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MARKETING AUTOMATION SUPPORT

Find out how marketing automation can save you time on performing repetitive tasks and reduce friction with your sales team.

Learn what you need to lay the foundations of a successful automated marketing program in your organization and how Cetrix can help.

Discover the steps we will take in assessing your needs to recommend the right platform for your business.

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CETRIX WILL HELP YOU CHOOSE AND IMPLEMENT THE RIGHT DIGITAL PROCESS AUTOMATION OUTFIT

Cetrix Cloud Services has Hubspot Marketing Automation solutions that provide powerful, flexible, and engaging tools that will take your sales and marketing efforts to the next level.

Our comprehensive DPA solutions utilize the leading, most powerful, automation platforms out there to help you seize opportunity, respond to change, and constantly re-invent.

We help you automate your entire marketing and sales process according to your specific business needs with an ample amount of consulting, planning, designing, implementation, training and support to get it done. That way you will not only save money, but you will also connect with your prospects faster and more reliably.

 

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Hear From Our Clients, Businesses of every size and industry trust Cetrix Cloud Services.

Mark Pendolino
Cetrix was a pleasure to work with, always very communicative, thorough and on time with deadlines. He is a busy man for good reason. I look forward to working with them again.

Director of Marketing - Performance Technology Partners, LLC

Lynn Mason-Small
Mark integrated Pardot into our Salesforce environment for us quickly and efficiently. Job performed exactly as needed.

Sr. VP Business Development - Rogers & Gray Insurance

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Cetrix has been great to work with. I can say for certain that I would not have been able to wade into the deep waters of Salesforce without their guidance. Fortunately they made themselves available to answer all my questions - from the basic to the complex - always with patience and understanding. I look forward to working with Cetrix again in the future.

Entrepreneur in Residence - Propeller Venture Capital

Brian Scopinich
Cetrix was a pleasure to work with. Very attentive to detail and came up with more than one potential solution to the problem we contracted with him to assist with. Provided daily updates to the task at hand. Highly recommended.

Director of Technology - Healthy Business Group, LLC

Alan Falik
As a new Salesforce customer, it has been difficult for us to get reliable, smart consultants/programmers. Mark and his team were exactly what we needed. They communicated exceptionally well and worked with us to fully understand our needs. I look forward to working with Cetrix on future projects

President, Aquasol & Poolsure

Sandeep Banga
Mark is great to work with ... He did a great job describing the solution in the proposal, was available when we needed him ... He went above and beyond to help complete our proposal on a very tight timeline.

Founder & CEO, Acutedge, Inc.

Nicole Ford
Our team had never used a CRM system, but people at Cetrix walked us through every step as patiently as they could. What I really loved was that they were able to add valuable suggestions to enhance our CRM site ... Cetrix has truly been one of my best experiences, and we now consider them as part of the team ... Because of Cetrix, our team can better communicate with our clients.

Director, HBCU Tours

Liesl Ramsay
Mark was great! I couldn't ask for a better experience. Wait until you hear him on Skype; he is focused, patient and just the right combo of get'er done/calm. His written communication skills are outstanding. I'm looking forward to doing more work with Cetrix.

Leete Generators

Tashy Green
ScriptEd had the pleasure of working with Cetrix Cloud Services on a Salesforce Database Customization project ... the donation of services has allowed ScriptEd to efficiently and affordably build out the Salesforce CRM that we use to manage our programming ... Over the duration of the project, they were professional, patient, flexible, and thorough. ScriptEd is thankful for and would highly recommend the pro-bono services of Cetrix Cloud Services.

ScriptEd Inc.

Jeff Modzelewski
Cetrix was easy to work with, worked quickly, and the work was excellent. Going into the job I didn't know exactly how to talk about what it was that our organization needed done with Salesforce, but they were able to easily figure out what our needs were and customize Salesforce for us. We were very pleased with their work.

The Diversity Center of Northern Ohio

Chris Lesner
Great company to work with. They went above and beyond in order to make sure we got exactly what we needed. They helped us think through a lot that we didn't even think of as well.

Founder & CEO - Project World Impact

You can add a customer testimonials for social proof. It increases your authenticity and credibility. It directly help you achieving your goals. You also add a picture of a customer and a link to their website.

CEO, Company Name

Robert Cardiff
Cetrix team was great to work with! They will be my go to Salesforce experts. Thank you.

Director of Sales - BuildFire

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You demonstrated tremendous patience as we learned the system and you really did an excellent job setting up the infrastructure which should allow us to grow. I do not know if Cetrix utilizes rating system, but in my book you deserve the highest level of recognition. (If it’s 1 -5, then you are clearly a 5+++!).

President & CEO-Disability Opportunity Fund>

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Contact us to talk about our next-gen tools for financial services, Including the Financial Services Cloud. We'll help you set up a stratergy to start connecting with clients like never before.

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Cetrix AI Driven FullForce Solution

Learn about our AI-Driven Digital Process Automation on top of Salesforce Financial Cloud

  • Cetrix Solution for Wealth Management
  • Cetrix Solution for Banking
  • Cetrix Solution for Insurance
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