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 […]
If financial documents are critical in a business, it’s the lifeblood of a sole financial organization. Whether yours is a small or big financial firm, it’s certain that creating financial documents is one of those activities that kills your productive hours, especially when your data resides in Salesforce. So, it’s no longer a question of […]
Yes! Another wonderfully portrayed webinar has been checked out from our success calendar. The crowd was amazing and the virtual meeting was filled with information and uplifting the knowledge base on auto document generation in Salesforce. By any chance, if you missed our webinar, which was held on 29th June, this blog is going to […]
The huge amount of time taken on manually drafting a document in your everyday work life is not news. Maybe you have squeezed it into your daily routine and you might think it is good to go. But what if we tell you that you can create, approve and e-sign your documents within Salesforce through […]
An inefficient sales deck is like trying to play chess with a deck of UNO cards—chaotic, unpredictable, and definitely not a winning strategy. In this era of automation, every salesperson we know is turning toward the magic of having their documents created automatically in Salesforce. With the advantage of the Sales cloud, nowadays sales reps […]
You’re leaving money on the table if not using automation for drafting your business proposals Your CRM is set. Salesforce has all the data that you need for your prospecting. With the most favorite data scientist, i.e. Sales Cloud, your customer info is all in place. It gives you rich customer insights and intelligent alerts […]
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, […]
![Top 5 Document Generation Challenges & Remedies Via an Auto Document Generation App for Salesforce [Infographic]](https://www.xfilespro.com/wp-content/uploads/2023/06/XFP-Blog-Haeder-07-06-2023-1.jpg)
Document generation is a principal factor for businesses of all stripes. It is tough luck if you create your documents manually even in this technologically driven era. Within this sphere of process optimization, do not shy away from automated document generation, the innovative backer in the field of document creation. With the lion’s share of […]
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 […]
May the (Sales)force Be with You 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. A significant portion of that 64.8% of non-revenue generating activities can be attributed to their manual document creation process. We have […]