Salesforce provides customer relationship management (CRM) service and also sells a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development. Many businesses and enterprises around the world use salesforce as an integral part of their business systems.
If you are using one of the tools for document generation or are you considering using one of them in the upcoming future, this piece of information is surely going to help you a lot. We will be telling you about some of the most popular use cases which are loved by the customers and which have significantly enhanced the productivity of a business by saving the time that is spent on the process of documentation of work. This is sure to improve the experience of both the customers as well as the employees.
- Case response
For all those kinds of businesses that are service-centric, one of the most vitally important things is that the requests by the customers get answered both timely as well as professionally. Despite this, the service agents have to face various kinds of limitations in doing their work. Some of the most common types of these limitations are lack of supporting resources, time pressure as well as overloading requests. They can surely be provided with a helping hand.
With the help of a document generation app for salesforce, a case response creation can be done instantly either as an email with a PDF document or as an email response. There are multiple other very helpful features such as the feature of drag and drop of clauses which are pre-made from the sample texts, help in commenting documents as well as resources and requirement of approval from the senior members of the organisation before sending it according to the process of the company.
2. Field Service Report
For the industry of field service, the field service report is one of the most crucial requirements. If you want to take a guess how difficult it can be, just take a case of a very complex set of data and imagine how you would prepare the report manually. Even thinking about doing it seems to be a very difficult task. With the help of Document generation for salesforce, any level of data can be reached and a report with a complex data set can be brought down to every single detail that is required and that too in a very short amount of time. In addition to this, the possibility to bring photos into the report is also being created. This is still a unique solution until now. For the field service industry, the role of a document generation solution is undeniable in more ways than one.
3. Strategic Account Plan
This one is for all the account executives of B2B. How will it feel to have a complete three hundred sixty degree view of the accounts that you have for a comprehensive as well as impressive planning of your account? This is important, especially for strategic accounts. We’re sure that you would like to tag along with us on this one. You can get all that you want from here. Be it bar graphs or images, charts, or dynamic content from of course Salesforce and that too as many of them as you want.
Taking it one more step further, there couldn’t be anything more supportive than having the ability for collaborating with the internal colleagues that you have on the account plan which is the same as yours. In addition to this, imagine having a document commenting as well as the capability for approval. You can do all of this while staying inside Salesforce, the whole time. Another big advantage is that the same document can be sent forward without displaying the internal sections of the document.
4. CPQ or Advanced Quotation
Imagine a situation where you have got a very complex set of business rules, pricing as well as products. You can get help in Document generation for salesforce. You don’t need to switch either if you’ve been using Excel for doing the complex pricing calculations. You can get a quote that will be perfect looking and generated in real-time. Excel will be used as middleware.
5. Proposal
For the majority of the businesses, the sales proposal is done mostly manually. This is done by filling in the required information in the layout of the company. There is a requirement of a good amount of time for switching between fragments of sources for finding information as well as organizing the details, calculation of the total price, and addition of the additional terms. This is not a very comfortable piece of work. It is repetitive every time someone asks for an offer. A proposal can be very easily generated with Document generation for salesforce.
The documents that can be created from Salesforce are plenty. Moreover, they can be created just in a few clicks in Salesforce. It’ll save a large amount of time. In addition to time, it’ll cut down on redundancy of work and unnecessary extra efforts.
