Customer Success Story
XfilesPro DocuPrime helped Vigyati shorten its Sales cycle by Eliminating Redundant Steps and Human Error
- Industry
Insurance Broker
Overview
What happens when a growing insurance broker finds itself buried under hours of manual document generation?
For Mumbai-based Vigyati, it meant slower sales, error-prone health cards, and valuable time slipping through the cracks. With just a lean team, the company was manually creating two business-critical documents — invoices and health cards — pulling scattered data from multiple Salesforce objects.
The process wasn’t just tedious, it was unsustainable. They needed a smarter way.
That’s when XfilesPro DocuPrime stepped into the picture.
With XfilesPro DocuPrime’s intelligent automation, template consistency, and bulk generation features, Vigyati eliminated manual errors and freed up its sales reps to do what they do best — close deals and drive revenue.
Curious how they turned hours of work into a single click? Download the full success story to see how Vigyati shortened its sales cycle and maximized Salesforce efficiency with XfilesPro DocuPrime.
