Document creation in Salesforce can be simplified by introducing automation. No matter what kind of document you are dealing with (for example, an invitation to a third-party or a contract with a lot of sections and clauses) automating the document generation process will save you considerable time and resources.
Let’s take a look at a few advantages of automating the document generation process in Salesforce.
When you do it manually, every stage of the document generation process requires the involvement of a human being, which means organizations allocate human resources to take part in creating a document. With automation, however, most of the processes are handled by the software so the employee is free to attend to more crucial business tasks that actually need human involvement. This will also reduce the expense that comes with having labor-intensive processes.
By reducing the number of people who handle documents, you can ensure stricter confidentiality. Many organizations have documents that may be considered confidential. It could be price quotes, customer personal information, and contracts. Such data will remain only in the possession of those that are authorized to handle the Salesforce and the document automation software will be responsible for retrieving the data so that the right people will be able to look at them and the business can guarantee confidentiality.
For a big company with several people generating documents manually, it can be hard to ensure that everyone sticks to the branding guidelines of the organization. However, with the right document generation tool, that would not be a problem. Fields like company logo, address, and text formatting will be pre-set so that even if a thousand people printed letters for the company, they would all come out using the same format. The company will have an approved template that everyone can use, giving more control over the documents the company shares with clients and any stakeholder.
Automation will ensure the data used in the documents is retrieved directly from Salesforce and this will restrict other sources of data that has not been verified and approved. The organization will see fewer cases of staff using inaccurate data or conflicting data. Document generation software also reduces errors in entering data. With humans, it is possible that their state of mind can cause them to enter the wrong data while the software, on the other hand, is consistent and accurate.
There are a lot of tasks that need to be performed over and over again, like a tedious copy/paste project. When you entrust a document generation tool to do that, it is never a problem. Document automation is a process that can be repeated as many times as possible and the software will never get bored or tired. This means even more documents can be generated in a short time and that enables the workflow to go faster and smoother.
The manual process usually creates wastage since a number of documents need to be generated in order to come up with the final document. For example, you may need to come up with a number of drafts before you generate the final contract for a business, but with the document generation software, all the other documents are unnecessary since a standard template is used and the information in the document is already stored in Salesforce.
With automation, there is not a lot for a new employee to remember. More than half of the document requirement is in the template and the data is stored in Salesforce. In a matter of hours, they should be able to generate documents that are to the standard of the organization.
Often, organizations are given a demo of Windward to add to their Salesforce platform and they are mesmerized by its ability to cut down the time it takes to create a document from 30 minutes or even an hour to under a minute by automating the process. In a nutshell, automation in Salesforce will bring about enhanced efficiency in the organization.