Salesforce document automation simplifies the seemingly time-consuming and complex processes for organizations. No matter what field of business you may be in, there is a level of efficiency that document automation will add to the business. Business owners get excited when they start to realize the incredible benefits of using a document automation system in their Salesforce platform.
If you are still wondering how you can get the best from Salesforce document automation, let us take a look at the following use cases.
Account planning easily identifies what the business knows, what it should know, and set targets to help move the business forward. Most businesses consider account planning as one of the key sales activities which push the business forward but the process of planning accounts is usually tedious and disjointed. A number of apps are used in the process which ends up with a not so smooth presentation. Using Salesforce document automation, however, all this is centralized. The data needed is pulled from different sources, updated and then entered into the account app in the Salesforce platform for a smooth, accurate, and easy presentation. A lot of time is saved and yet the data used is accurate and above all confidence is maintained in the process.
Often, businesses will need to merge a number of reports from different sources when creating a final report. This is just as complex as account planning since there will be a number of data sources and there is always the risk of leaving out some sources or ending up with outdated data. With Salesforce document automation, however, merging this data is made a lot easier, it does not matter how many sources may be available, the software will swiftly pick out all the updated and important data related to the particular report and seamlessly provide it to the user. What may have been a task that would last days can be completed in minutes!
Businesses have a number of documents like offers and contracts that they will need to generate from time to time and the process of coming up with templates can be time-consuming. You can use the template option available in the document generation software. With this feature, you can ensure key aspects of a document are always maintained according to agreed standards. Whatever the need may be, emails, proposals and so on, you can have them generated within minutes.
With the help of a custom view, you would be able to generate audit reports in seconds. All the information needed for an audit is already stored in different locations and it is a matter of accessing that data in Salesforce and analyzing it. Most of the work is done by the document automation software and the report sharing can also be automated so that once the audit is complete, the customer can receive it on time. This cuts out the possibility of forgetting to send the audit report.
These days it is increasingly important that a business is able to respond promptly to concerns and requests from their clients. Sometimes it may not be possible to always respond immediately when a request is made. Salesforce document automation makes it possible to do this because you can create a template for the responses and then automate it so that particular requests or problems will get responded to immediately and there will always be records of every correspondence with the customer. This makes the business more responsive and encourages better feedback from the customers.
Salesforce is a powerful tool for businesses to do a lot in a short period of time as they save time and money. The great thing is that it is easy to implement document automation software within Salesforce and there is no need for in-depth training to be able to use the software since it integrates with all the common apps that most businesses use. There are many other use cases for Salesforce that you can discover as you continue using it.