We know document generation is a part of many industries’ daily workflow. Healthcare, real estate, corporate, financial and legal sectors are a few of them. As a corporate firm, we know first-hand how tedious and time-consuming it’s to create documents on a daily basis by ruining the productive hours of workers. That’s why we have […]
Studies have shown that on average, sales representatives spend almost two-thirds (64.8%) of their time on non-revenue generating activities, leaving only 35.2% of their time for selling-related operations. We can confidently state that a significant portion of that 64.8% of non-revenue generating activities can be attributed to their manual document creation process. We have observed […]
We’re modern humans who don’t prefer spending time on manual work and expect fast-paced automation in everything. If you’re a Salesforce user who builds documents outside of the platform using the data in the CRM application, this might ring true for you. From collecting data from specific records and bringing it out of the Salesforce […]
It’s another hectic day at work! Your inbox is continuously hit by ‘High Important’ emails. Your calendar is blocked with back-to-back meetings. Your chat is burning with serious group discussions. Suddenly, there arrives an email from your team lead asking you to create five sales quotations immediately with different customization to each document. You know […]
In today’s world, every action has to be documented. Sometimes, we fall under the impression that the world is driven by information. To some extent that is true. When you are running an enterprise or a small business, at every step you stumble upon several actions that are mainstream or sensational. Whatever may be its […]