How XfilesPro DocuPrime Can Help You Enhance Speed and Accuracy With End-to-End Auto Document Generation in Salesforce?
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 developed XfilesPro DocuPrime for Awesome Admins to help them automatically create documents natively within Salesforce. With the collaboration of Sales Cloud and automatic document generation in Salesforce, things could never have looked so good both on paper and in action. No long elaboration, we know your curiosity to know about how XfilesPro DocuPrime enhances the speed and accuracy of your document creation process. We will discuss this with an imaginary example of ‘Mili,’ who is a salesperson as well as a Salesforce Admin in a leading financial service firm she is literally a Salesforce guru and is super fast in getting the data on her organization’s accounts. It was a very fine morning when Mili came to her cabin. She opened the laptop to find the ‘High-Important’ email message from her manager, who asked her to create customized proposals for 83 leads they generated from the last day’s campaign. She was required to swiftly fill in details in each proposal according to the service each lead was interested in. Because the more she’s late, the more leads will be lost. Mili knew that creating customized proposals for 83 leads by collecting data from different Salesforce Objects is like asking for the moon considering the short time span. Mili stood helpless, feeling a chill down her spine. We know how to help Mili. How to get this herculean task accomplished in a matter of minutes with the XfilesPro DocuPrime application. Our application is built to assist Salesforce admins like Mili in leading a stress-free work life by automating their end-to-end document generation process within Salesforce. Let’s see how XfilesPro DocuPrime could have helped Mili in the above scenario. Also, read: How to Enhance Sales Efficiency and Customer Experience with Automated Document Generation in Salesforce Our application can automatically fetch all the details from respective Salesforce Objects and fill in those details in the appropriate spaces in the documents. Assume a lead’s proposal takes 1-2 minutes to be created. Mili could have generated customized proposals for 83 leads in 2-3 hours in any type, size, or quantity she wanted with our app. With the help of the Sales Cloud, your missing records, duplicate records, incomplete records, and so on are all sorted. With Salesforce Sales Cloud, your data quality is top-notch. An automatic document generation tool works accurately only if your organization’s data is strong. When preparing those 83 leads, it is important to have the best data quality in your Sales Cloud because this can help around 20% of your productivity. The best part is that she could have got this comprehensive report ready without her involvement. Everything would have been done in ONE CLICK. From the above scenario, have you identified the key benefits of automated document generation in Salesforce with XfilesPro? Wondering How To Create And E-Sign Documents Within Salesforce Through An Automatic Document Builder, Then Click Here To Watch An On-Demand Webinar On The Same It’s INCREASED SPEED AND ACCURACY. Calculate the time Mili could have saved if she had XfilesPro DocuPrime at her disposal. Hours and hours, right? She could have created the detailed report in the blink of an eye and could have spent the rest of her time in her core job, which is sales. And what about the accuracy? The information is up-to-date and free of errors. Because XfilesPro DocuPrime directly obtains the most up-to-date data from multiple Objects at once, it eliminates the manual effort of copying, pasting, or entering the details. That means Mili can create error-proof proposals in the stipulated time frame by gathering a large number of details, just as a cakewalk. Automate your Salesforce documents and be the first one to join the closing party. With zero time spent on data entry, accuracy is top-notch. With Sales Cloud Einstein’s help, your emails can be sent easily. The Einstein activity capture feature, facilitates the synchronization of data between Salesforce and your email and calendar applications, ensuring information remains current and consistent which makes document generation easier to send accurate emails. Also, Read: Why Do You Need an Auto Document Creation App in Salesforce Hope Mili’s example has shed light on how XfilesPro document generation can have a powerful impact on the speed and accuracy of your document generation process in Salesforce. Given the potential storage strain from multiple documents generated within Salesforce through automatic document generation, XfilesPro now offers enhanced file management capabilities. With a unified login, it seamlessly integrates with various external storage options like OneDrive, SharePoint, Google Drive, AWS S3, and on-premises servers, allowing automatically generated documents to be stored in the storage location of your choice. If you’re curious to explore or experience the different capabilities of XfilesPro DocuPrime, we urge you to schedule a demo with one of our product experts. He/she will show you how our document automation app for Salesforce can contribute not only to streamlining your everyday workflow but also to driving enhanced business results such as improved productivity, high brand reputation, and strong consistency. After that, it’s your call to how to take this ahead. AMARLAL
How XfilesPro Helps You Create Sales Contracts Automatically within Salesforce
Document generation or document automation is one of the most important aspects of any business using Salesforce as its CRM as it acts as the best form of credibility for any operation that happens in an organization. Your data is recorded, collated, stored, shared, and even signed electronically. Running an organization or a company can help you relate to it. There are several contexts of document generation such as the closing of each deal, appointing a new employee, collaborating with a new partner, new contracts, thank you notes, daily-monthly-yearly reports of different departments, relieving an employee, analyzing each month’s business market, and many more. Each day having to record documentation for several important matters, results in a bottleneck. This requires the help of dynamic document generation in Salesforce One of the departments that makes the most use of documents is the sales department. The sales funnel is a journey of several documents such as sales decks, sales pitches, business proposals, and so on. The list keeps going on and on. Not only that but it also turbocharges your productivity. Even though you are a Salesforce newbie or a seasoned pro, manually creating your sales documents by merging data from several Salesforce objects is a big challenge. Sales contracts are one of the most crucial and important documents for the sales department. These are the most data-driven documents that stand as a testament to the relationship between the buyer and the sender. But how does a document builder for Salesforce help in an easy and efficient contract document in Salesforce? Full-scale Contract Automation The main and foremost reason you opted for document automation is self-explanatory. It provides you with the convenience you never even wished for. With a smart CRM document generator, it just a single click your whole document will be generated automatically in a matter of minutes. Contracts are a compulsion and apparatizing an automated contract generator will facelift your sales needs better. Superlative Contract Devoid of Errors A contract is not the document wherein you say, “Oh, that was a small mistake” or “I will correct that right away”. A sales contract embodies the details regarding the exchange, the terms of sale, clear product or service descriptions, and more. It should not leave even a tiny bit of skepticism between the two parties. The most rudimentary quality that a contract should dominate is that it should be unerring. It is one of those documents that are passed on between parties after legal assistance. Hence automated document delivery in Salesforce comes with the competence of zero errors. Try creating even batches of contracts in Salesforce for your business. You will never need to look back at it even once. Everything is going to be intact. Advance Contract Processing with E-signature Implementation When you are curating a contract, it will likely entail attaching a sign for validation—wondering how you do it when your document is generated automatically. When you are seeking a complete digital transformation, even this sensitive issue has a solution. Opt for a document generator for Salesforce that bolsters up the popular third e-sign formats so that you can incorporate your e-sign digitally. Also, go through this webinar for more insights about the same. Top-tier Data Compliance Go for a document generation application that adheres to the Salesforce data compliance policy. It concentrates on who accesses the documents that are being generated in Salesforce. It makes sure that only authorized users are allowed to access and merge Salesforce or third-party documents. Your contract document is a private affair between you and the buyer. So better keep it confidential. Also, automated documents carry a better win at business presentations and meetings because of their carefully curated content. Hence it is very important as to who views it or has access to it. Interested in exploring a real-world use case of automated document creation within Salesforce? Click here to gain valuable insights. Elite Data Security Cybersecurity is at stake in a majority of cases. This has been one of the most sensitive risk elements that organizations and companies face on a daily basis. Take the assistance of a document generation tool for Salesforce that features to limit the data, the chances of vulnerabilities to other desktops or unrecognized users are quite a few. It’s nifty enough to place the documents in a single repository where the data delivery and permission are controlled. Also read: How Can Automated Document Generation In Salesforce Improve Business Revenue Consistent Marketing Plans Effectuating a good marketing plan is very important for your brand or company to keep up with the changing marketing trends. Proposing an idea in writing by giving it the same impact as the carried-on thought process is not an easy task but with a good automatic document generator for Salesforce, generating a document with content and visual richness in combination with customized designs templates, and several other choices is an easy-peasy task for you. It also facilitates modification from time to time as per the brand evolution. And just a single click, your sales contract will be generated with all the necessary brand elements it should suffice. Swift and Efficient in Action or Process At times you come under situations wherein you are to meet a potential client in an hour or meet a prospective partner for collaborations in the days to come. But what would you do when it comes to drafting a proposal or presenting a report? Fret no more. A document generator for Salesforce’s thunderbolt speed will get your documents generated in no time and will save you from all the troubles you would have to undergo if you chose to go through manual generation. So what say? I guess you are now pretty much on par with us for getting your documents generated automatically. Then XfilesPro DocuPrime is the best option for you. After much contemplation, we have tailored this product in such a way that it is well-suited for creating business documents of any sort
