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5 Time-Saving Tools & Apps for Salesforce

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Save Time with These Tools & Apps for Salesforce

On average, teams spend 14 hours of the week looking up information in Salesforce, entering this information, eliminating errors, and other routine tasks involved in CRM data entry and verification. If Salesforce is the #1 CRM in the world, then that means a lot of time is spent in Salesforce on activities that aren't directly related to sales or customer service.

Here's a round-up of 5 tools that can help sales teams and managers use their time more efficiently and effectively increase sales and revenue.

Toggl

The first step in creating time-saving processes is to determine where the bottlenecks and stopgaps are. Toggl for Salesforce is a cloud-based browser extension that is super easy to use. According to Toggl, all that’s required to set up is download the extension, set up & login and then you use the timer inside of Salesforce.

With customized reports, tracking time can help teams identify which tasks are taking the longest to complete, most efficient times of the day or days of the week and help identify which types of activity take up the most time.

DocuSign

DocuSign for Salesforce saves time and eliminates data-entry errors by customizing proposals and contracts. With multiple variations for tasks like collecting signatures and even a solution for negotiating contracts line-by-line DocuSign is necessary for any type of business that has workflows that require contracts and signatures so you’re not spending time sending (or even worse mailing or faxing) paperwork and gathering signatures.

By helping to automate steps like data entry, information verification and back-and-forth between clients and sales teams, DocuSign can be a huge time-saver, while also legitimizing your lead-to-close process.

Salesforce Email Studio

Email marketing & automation is not just a top-of-funnel marketing tactic. By creating email sequences, your team is improving its channel messaging and saving time. Salesforce Email Studio uses your existing customer data to create emails that have a 199% higher open rate and helps to move leads down the conversion funnel. Because this is a native Salesforce tool it seamlessly integrates with your CRM data.

You can skip steps like manual, individualized follow up with a series of automated emails that are customized using the data you already manage.

RingCentral

RingCentral improves team productivity and call efficiency by automating workflows and making customer or lead contact easier than ever. Skip steps and save time with click-to-call and note logging integrations. Making calls and recording useful customer data is a key part of your CRM and sales processes but make it more useful with RingCentral.

Human interaction is one of the most important parts of your sales process, so let RingCentral automate recordings so you can focus on your meetings and relationships.

Windward Maestro

Windward Studio’s Maestro Integration for Salesforce is a powerful tool that automatically turns Salesforce output data into powerful documents. Utilize the tool to design your report or document in whatever output you need, including Microsoft Office, Excel or PowerPoint. Automate your documents on a daily, weekly, monthly or quarterly basis so you can spend time analyzing, not gathering and input data.

With templates and batch data processing, Windward Maestro is the most important time-saving tool your sales team uses. If you need to report to operations teams, business managers or even create documents are part of your sales process, automating output data from Salesforce

Will save time across the board and eliminates the need for a back-and-forth between designers, developers, and in-house Salesforce engineers.

Learn more about Windward Maestro and download your free trial.

Tags Start & End

Tags Can Start & End Anywhere

Appendix B

.NET code for multi-page image output

Appendix A

Java code for multi-page image output

Data Bin Search

The Data Bin can now be searched to find a table, column, node or other piece of data without scrolling through it all.

Shrink to Fit

This will shrink the contents of a cell until it fits the defined cell size.

Time Zone Conversion

A new Windward macro has been added to help with converting dates and times from UTC time to the local time zone.

Image Output Format

New image output formats added.

PostScript Output Format

PostScript, commonly used with printers and printing companies, has been added as an additional output format.

New and Improved Datasets (Designer, Java Engine, .NET Engine)

Datasets have been re-written from scratch to be more powerful and easier to use.

Stored Procedure Wizard (Designer)

This works for all tag types that are connected to a SQL-based data source (Microsoft SQL Server, Oracle, MySQL, or DB2).

Boolean Conditional Wizard (Designer)

Before, conditional statements could only be written manually. Now they can also be built using our intuitive Wizard interface.

Reorganized Ribbon

The ribbon menus have been re-organized and consolidated to improve the report design workflow.

XPath 2.0 as Data Source

Adds various capabilities such as inequalities,descending sort, joins, and other functions.

SQL Select Debugger

SQL Select  Debugger

  • The look and feel was improved
  • Stored Procedure Wizard
  • Improved Exceptions pane

Tag Editor/Tag Selector

Added a Query tab as a field for typing or pasting in a select statement

  • Color Coding of Keywords
  • TypeAhead
  • Evaluate is now "Preview"

Rename a Datasource

All tags using that Data source will be automatically updated with that name.

Connecting to a Data Source

New single interface to replace 2 separate dialog boxes

Tag Tree

Displays of all the tags in the template, structured as they are placed in the template. This provides a simple & intuitive way to see the structure of your template. Also provides the capability to go to any tag and/or see the properties of any tag.

Added Javelin into the RESTful Engine

Support for Google Application Engine Integration

The ability to integrate the Windward Engine into Google’s cloud computing platform for developing and hosting web applications dubbed Google Applications Engine (GAE).

Additional Refinement for HTML Output

  • Improved indentation for ordered and unordered lists
  • Better handling of template header and footer images
  • Better handling for background images and colors

Redesigned PDF Output Support

This new  integration will allow for processing of complex scripts and bi-directional  text such as Arabic.  Your PDF output  will be much tighter and more closely match your template, and we’ll be able  to respond rapidly to PDF requests and fixes.

PowerPoint Support

Includes support for new ForEach and slide break handling, table header row repeat across slide breaks, and native Microsoft support for charts and images.

Tags are Color Coded

Tags are color coded in the template by type, making it easy to visually identify them.

Increased Performance

Version 13’s core code has been reworked and optimized to offer a reduced memory footprint, faster PDF generation and full documentation of supported features and limitations in the specifications for DOCX, XLSX and PPTX.

Advanced Image Properties

Documents can include advanced Word image properties such as shadows, borders, and styles.

Improved HTML Output

Windward has updated HTML output to reflect changing HTML standards.

Version 13 New Data Sources

Windward now works with a slew of new datasources: MongoDB, JSON, Cassandra, OData, Salesforce.com

Generate Code

The Generate Code tool in the designer allows you to open an existing template and, with a click of a button, automatically create a window with the code needed to run your current template with all data sources and variables. Simply copy this code and paste into your application's code in the appropriate place. You now have Windward integrated into your application.

You only need to do this once. You do not do this for each template. Instead, where it has explicit files for the template and output, change that to parameters you pass to this code. Same for the parameters passed to Windward. This example uses explicit values to show you what to substitute in where.

Pivot Tables Adjusted in Output

Any pivot tables in an XLSX template are carried over to the XLSX output. The ranges in the pivot ranges are adjusted to match the generated output. So your final XLSX will have pivot tables set as expected in the generated file.

This makes creating an XLSX workbook with pivot tables trivial.

Imported Template Can be Set to Match the Parent Styles

In an imported sub-template, if its properties for a style (ex. Normal) differ from the parent template's properties for the style, the use in the sub-template can be set to either use the properties in the sub-template, or the properties in the parent.

You set to retain when you don't want the child template's styling to change when imported. You set to use the parent when you want the styling of the imported template to match the styling in the parent.

Any explicit styling is always retained. This only impacts styling set by styles.

Tags can be Placed in Text Boxes

Tags can be placed in text boxes. Including linked text boxes. This gives you the ability to set the text in a textbox from your data.

Tags can be Placed in Shapes & Smart Art

Tags can be placed in shapes & smart art. This gives you the ability to set the text in a shape from your data.

HTML Output Supports Embedded Images

When generating HTML output, the engine can either write bitmaps as distinct files the generate HTML references, or it can embed the images in the HTML providing a single file for the output.

Footnotes & Endnotes can Have Tags

You can place tags in pretty much any part of a template, including in footnotes & endnotes.

Document Locking Supported in DOCX & XLSX

Any parts of a DOCX or XLSX (PowerPoint does not support this) file that are locked in the template, will be locked the same in the output.

Specify Font Substitution

If a font used in the template does not exist on the server generating a report, the font to substitute can be specified.
In addition, if a glyph to be rendered does not exist in the font specified, you can specify the replacement font. This can be set distinctly for European, Bi-Directional, and Far East fonts.

Process Multiple Datasources Simultaneously

If you need this - it's essential. And if you don't need it, it's irrelevant.

Windward enables you to build a document by applying multiple datasources to the template simultaneously. When Windward is merging the data into a template, it processes the template by handling each tag in order, and each tag pulls from different datasources. (As opposed to processing all of one datasource, then processing the next.)

This allows the select tag to use data from another datasource in its select. For example, if you are pulling customer information from one data source, you can then pull data from the sales datasource using the customer ID of the customer presently processing to pull the sales information for that customer. If you're interested in patching together your data from multiple datasources, read this post on our blog.

Maddie Olhoeft

This blog was written by:_
Maddie Olhoeft

For over 10 years, Windward has lead the industry with our world-class document generation platform that creates visually stunning, data-powered documents designed exactly the way users want and are created in a fraction of the time and cost compared to existing solutions. Proudly located in Boulder, Colorado, Windward Studios is the premier solution for developers and business users adding reporting and document generation capabilities to their applications in over 70 countries around the world.

© 2019 Windward Studios Inc.

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