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.

Sales reps can save a lot of time by automatically generating their documents in Salesforce

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.

With document automation, you can create your own documents in a single click for all your needs in Salesforce.

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 something that is from a trustworthy brand and can help you with the day-to-day operations with much ease. 

Introducing XfilesPro document generation, a top-tier document generation app designed exclusively for seamless automated document creation within Salesforce. It is an essential investment that streamlines and automates document generation from start to finish, eliminating manual errors often encountered during data retrieval for document content. With exceptional accuracy and a user-friendly interface, this application ensures a hassle-free experience, requiring no additional editing.

If you want to know more about how XfilesPro document generation helps in creating and having your documents e-signed Within Salesforce, then click here to watch an on-demand webinar on the same.

Your dream sales pitch is on the way if you are interested in indulging in a customized demo of the product. Our product experts will be more than happy to respond to your queries and give you the desired outcome. Dive into the below link and book your call now. 

Schedule your demo here

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XfilesPro is a complete document management application built for Salesforce that offers end-to-end document management solutions including doc gen, eSignature, document storage & collaboration.