5 Important Sales Documents you Should Start Automating in your Business
We hear a lot about document automation. As document automation makes our work life a walk in the park. It must be Salesblazers who must have heard a lot in their life about the magic of embracing a document automation tool. Because the sales team needs to play a big game with multiple sales documents every day. But is that easy when you are required to automate your sales documents inside Salesforce? It’s not! It takes a lot to automate the end-to-end creation process of your sales documents inside the CRM platform. As you finish reading this article, we will show you the right path to make this task possible with a popular auto document generation tool for Salesforce. Before that, let’s look into your sales team. What is a Sales Document Your Team Creates? Sales documents are key information sources that fuel your sales team’s operations. In each stage of the sales pipeline, you need sales documents to engage with prospects/leads/customers in order to close deals faster. Why Sales Documents are important? Sales documents are the lifeblood of your sales pipeline. Your sales team needs to be handy with different types of documents to showcase your products and services to interested buyers. As each prospect/lead/customer approaches your team with different requirements, the Salesblazers need to make sure that the document is personalized for each of their requirements. And, it’s essential to ensure that your marketing team is also working on the sales documents. Because, the sales documents should adhere to your brand guidelines by including logos, following the color palette, and applying the typography. What are the Sales Documents Your Team Needs to Automate? Out of a different variety of documents depending on the industries, we can say that these are the most common sales documents that every sales team creates every day, which actually deserve an automation push — sales decks, case studies, business proposals, quotes, and contracts. Sales Decks A sales deck is a visual presentation designed to display and highlight your products and services to potential customers. After you have identified your SQLs, communicating with them through a visually explainable sales deck is the most proven step when it comes to letting your leads know about your product/service. Case Studies The best testimony document that can go into your sales cycle is by using a credible case study of how the organization leveraged your product to bring about a revolutionary change in their business workflow. 13% of marketers use case studies as a primary form of media within their content strategy. Business Proposals Business proposals play a crucial role as initial sales documents sent by your sales team to customers, serving as a means to create a positive first impression. To secure new deals, it is essential to present a compelling offer and an outstanding proposal. These documents stand tall when it comes to outlining the value of your offering. Quotes While business proposals provide an overview of the solution you have to offer, quotes carry highly specific information. These are the documents that are usually one or two pages created in response to the buyer’s interest in a specific product or solution. Quotes present details such as estimated price, timeline, and general terms and conditions, and are integral to any sales team. Contracts Crafting contracts can be daunting as you aim to cover all essential details and potential scenarios to safeguard your revenue. They showcase the terms of sales agreements, partner relationships, and many other essential things. Each contract includes a digital signature option, ensuring they become legally binding documents and granting you peace of mind. Also read: Maximize Business Opportunities With Streamlined Proposal Automation In Salesforce Here’s The Auto Document Automation Tool for Salesforce You’re in Search Now that you understand the sales cycle and how important it is to automate these sales documents, it’s time to talk about the tool you have been waiting to know from the beginning of the article. Our only answer is ‘Xfilespro DocuPrime.’ XfilesPro DocuPrime is the most trusted and recommended auto document generation app for Salesforce that automates the end-to-end generation process of your sales documents within the CRM. XfilesPro DocuPrime understands that your sales documents contain sensitive information, which is meant to be not shared with everyone, so it makes the document creation process 100% natively within Salesforce. To not let the data move out of the CRM, XfilesPro DocuPrime automatically fetches data from multiple objects and generates the document inside Salesforce whether it’s a sales deck, quote, or proposal. The best part is that you can create documents in any size, type, or quantity with this intelligent application. If you wish to learn more about the crucial role XfilesPro DocuPrime can play in automating the generation of your sales documents inside Salesforce, connect with one of our product experts. Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
The Ultimate Guide To Creating a Killer Sales Pitch with Auto Document Generation in Salesforce
The other day you just launched your new product. And now you need it to reach a wider target audience. How would you do it? But what is the best place to find customer information that is right and accurate? Where can you find the kind of data that gives you the right analytics, intelligence, and automation? The only answer is Salesforce Sales Cloud. This SaaS helps with collaboration where sales reps can share information or ask questions of the Salesforce user community. As a matter of fact, we know that every company is unique, but all companies want to find, sell to, and keep customers. Being a sales rep, if you go through the sales path after being approved by your exec, one thing that you see along the set path is to have a sales pitch always in handy. Always make sure that until and unless you qualify for a lead, sales pitches are out of the question. Only after learning your buyer persona and understanding the bottom of the funnel will you hand over the Sales pitch. By following these hacks, the Customer 360 Methodology in Salesforce is sorted. With touchpoints, you can learn about the evolution of a customer too. This blog is going to help you understand how you create a sales pitch with automatic document generation in Salesforce to improve your business revenue. Sales pitches – Show and not tell For successful selling, it is a must to embrace the power of a sales pitch. The graph, the images, the reviews everything will speak for itself, and the time for convincing and converting them into customers will happen in no time. Automated Document Generation is the answer to this In this world of technology, will you not give automation a chance to generate your sales pitch? Keep one thing in mind, the larger the leads and opportunities in your Salesforce records, the more leads you can expect. Just thinking from the sales team angle will give you the outcome for this true-to-be circumstance. Being a market-proven effective CRM, Salesforce is the most reliable source to manage its data. So below reasons will justify why auto document generation will work the best. Interested in exploring a real-world success story of automated document creation within Salesforce? Click here to gain valuable insights. Choosing the right template Be it any document, the first important thing is to choose the right template. The appeal to anything is always very important. Hence choosing the right template is always crucial. If not, then there is always the option for uploading your existing template and getting your sales pitch done. Always putting your customer at the center of your data architecture will help you drive better sales and avoid gaps. Also read: Why Do You Need an Auto Document Creation App in Salesforce? Time Saver Having your Salesforce objects scattered, and manually drafting them we would suggest a big no-no. But with an automatic document generator in Salesforce, it is highly time-saving as it automatically fetches the data. Also, there is an unescapable loop that is painfully time-consuming when it comes to automatic document generation. But with automation, your pitch is created in a single click. There is no round 2 or any do-overs. You cracked it the first time. Opting for a doc type Certain individuals opt for their sales pitches in a Word document, while others, aiming for a captivating narrative, prefer PowerPoint (PPT). If you’re considering reverting to manual document creation in Salesforce solely because you believe it’s limited to a specific file type, you’re mistaken. The document generation functionality within Salesforce accommodates various document formats, giving you the flexibility to generate identical content in different formats. Automatic document generation for Salesforce empowers you to choose the format that suits your presentation best. Designs and font styles for you to weave tales. The magic of automation for Salesforce does not end at just selecting templates. It just sets a nice layout for your pitch. An array of other designs and font styles are available that can, even more, beautify your content. You can choose the fonts that fit your idea of the product and can customize your document according to it. Once you feed your lead details from the Lead View list, as per the priority like high, medium, and low, you can understand the behavior of your leads and get your sales pitch drafted as per it. Inclusion of Images and Videos With just walls and walls of text, there is a high chance your future prospects from your Sales Cloud can get lost and close your sales pitch halfway through. Is that what you were anticipating? So to add some spice to it, images, and videos come to the rescue. With the right and appropriate images, your pitch will automatically get converted into a digestible chunk of information making it more consumable. With automatic document generation, everything is a breeze now on Salesforce. Brand consistency is achieved Your sales pitch acts as the welcome door to your product. Being the front face, it is very much needed to have your company elements represented in the right way. Brands are not built overnight. With a consistent style, it is constructed with each resource you put out there. By document automation, there is zero chance that the placement of your logo or the regular fonts/colors used can go wrong. Only consistent representation can catch the attention of a sensible audience. One-click Document Generation Finally, every aforementioned action can be executed with a mere click. The ease and contentment you’ll experience will be tremendous. Thanks to automation, your sales pitch will be ready within minutes. Time saved, and you’ll have the ultimate sales pitch of the year. No innovation can surpass this efficiency. Too many reasons to switch to automated document generation right? But now the hunt for it begins. When you choose an application to automate your document, it will be very much easier if you have
