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Despite heavy investments in technologies designed to simplify business operations, many organizations still feel stuck in the slow lane because of time-consuming manual processes across their business. In fact, sales teams can spend up to one-third of every day manually entering data for customer quotes, proposals, and contracts!
Document automation solutions can transform your organization into an agile, productive, and profitable machine with a strategic advantage over your competitors.
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Many management teams see Salesforce as a complete solution right out of the box, but complex configurations, user training, and manual processes, such as document generation, records management, and data updates, sap the time of the Salesforce administrator that could be used for more strategic initiatives. Incorporating intelligent automation streamlines data management, simplifies customer and operational data updates, and accelerates document creation and delivery across the enterprise. Read this white …
Today, the connected, educated customer expects sales people to be available at any time to provide an immediate, direct, and tailored response. Spending valuable hours on anything other than core selling activities is no longer an option. As an element of many business processes, document generation plays a central role in the sales cycle. Read this eBook to learn you can automate manual document creation processes, put time back in the sales team's pockets, and allow them to focus on the things they do best …
A CRM solution holds a wealth of information and document generation tools allow users to take that information and create documents with both visual appeal and function. Document generation is the process of automatically producing a file and document generation applications save companies time, mistakes, and money. You bought Salesforce to be more efficient — why are you still manually creating proposals, contracts, invoices, and account plans? Read this eBook to learn how you can automate virtually …