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
Why XfilesPro for Salesforce File Management?
When facing any challenges related to file management in Salesforce, AppExchange is the first place you will reach out to. You will search for the best ‘file management’ solution in the biggest enterprise cloud marketplace. We can tell beyond a shadow of a doubt that XfilesPro will be the first result that comes in the search. Similarly, if you conduct Google research for the same, you will the name XfilesPro appears on the first page. That means, XfilesPro is a solution that comes at the top for your Salesforce file management needs anywhere and everywhere. Seeing the popularity of XfilesPro in the Salesforce ecosystem, if you have ever wondered why XfilesPro reigns supreme, we’re here to help. Reading through this blog, you will learn why Salesforce users have preferred XfilesPro for more than a decade over any other application to streamline their file management experience in Salesforce. #1. Support Multiple External Storage XfilesPro understands your compliance guidelines just as you. XfilesPro understands that your regulatory demands won’t let you migrate files to every platform other than a few. So, XfilesPro offers support for multiple external file storage platforms to deal with your policies. The application establishes a seamless integration between Salesforce and your preferred external cloud file storage platforms including Amazon S3, SharePoint, Google Drive, and OneDrive. The best part is that XfilesPro also supports your on-premises platforms to store the migrated files. #2. Advanced Features for SharePoint Users If you already have SharePoint as a file storage platform or if you have been pondering owning the same, XfilesPro is the #1 file management app you can invest in. XfilesPro supports advanced SharePoint capabilities to help users to get the most out of their SharePoint platform. Here’re a few; Tagging: Leveraging the Tagging capability of SharePoint, XfilesPro helps you tag your content against specific columns in the external environment. This will help the users to learn about the content that a file carries without opening it. Version History: Your files will be accessed and edited by different users. It’s so obvious. However, the chances are high that you will get confused after the collaboration of multiple users on the same file. Because you want to know who made what changes. With version history, you can track the changes for easy processes and understanding. Template Creation: This is another advanced capability to eliminate manual work. With XfilesPro, you can automatically create sub-folders upon every template creation in SharePoint (if you wish to). This will help eliminate employees’ effort to create sub-folders manually. File Syncing: XfilesPro helps you mirror the changes that you make on the files in SharePoint in respective Salesforce files and vice versa. This is possible through XfilesPro’s advanced Bi-sync Component that helps you reflect the changes on files in both platforms. Also, Read: Why XfilesPro Is The Most Preferred App To Connect Salesforce & SharePoint For File Storage #3. Trusted by 500+ Customers Globally Be it legal, healthcare, manufacturing, education, or real estate, organizations across a wide range of industries from different geographical locations are today using XfilesPro to better manage their Salesforce files. With next-gen capabilities that can streamline their process within the CRM platform and elevate the file management experience, XfilesPro has crossed the milestone of catering to the needs of 500+ customers today. Here’s some of the feedback from our esteemed customers from different industries. Also, Read: One Of The Largest Global Manufacturers Leveraged XfilesPro To Move 40TB Of Salesforce Files To SharePoint #4. Excellent Support XfilesPro’s support team works day in and day out to fulfill the needs of customers. They work around the clock to ensure that the customers are processing very easy and efficient operations with our application. Below are some of the five-star rated reviews XfilesPro has received on the AppExchange that mentions the unwavering support offers by of our teams. #5. Capabilities Beyond File Management XfilesPro is not all about efficient file management in Salesforce. It’s even beyond that. There are a lot of capabilities that make XfilesPro a cut above the rest of the competition in the market. Let’s see the features other than Bi-sync Component, Template Versioning, and Template Creation that XfilesPro provides to users. Storage Space Optimization: XfilesPro is the top application every Salesforce Admin deserves to have in their hectic work schedule. To prevent the storage space overload in Salesforce that happens due to unmanaged file growth, XfilesPro migrates your files to any of your preferred external storage (Amazon S3, SharePoint, OneDrive, Google Drive, and On-premise as discussed at the beginning of the article) automatically so that you can keep the storage space freed up. Also, Read: US Logistics Services Company Took Precautionary Measures To Never Run Out Of Salesforce File Storage Limit With XfilesPro Customized Folder Structure: As Salesforce comes with challenges to create a preferred folder structure, XfilesPro tackles this challenge by allowing you to create a custom folder structure in the external storage that makes sense to your business. Community User Support: Just like the support for Standard Users, XfilesPro provides support for Salesforce Community users and manages the files uploaded by them very efficiently within the CRM application. #6. High Return on Investment As XfilesPro eliminates the need for buying additional storage space from Salesforce as well as an extra integration tool to connect between Salesforce and external storage platforms, customers can save a lot of pennies. Moreover, with the power of automation that pushes files out of the production org, the application empowers the users to focus on their strategic goals, which can enhance productivity. And, there are a lot of other capabilities that will prompt you to choose XfilesPro to manage your Salesforce files in a modern way. If you wish to learn more, schedule a demo with one of XfilesPro’s product experts. AMARLAL
How to Manage Your Big-sized Files within Salesforce
If you have been using Salesforce for a long time to boost your sales process and customer experience or to streamline your internal workflow, you must have Googled at least once ‘How to efficiently manage big-sized files within Salesforce.’ With the extensive usage of the most powerful CRM platform on a daily basis, it’s obvious that you will generate a huge volume of files that comes with a big size. Video files, audio files, images, and certain documents (such as PDFs or presentations with a lot of images and media content that will become quite large) are some examples of big-sized files that businesses of all types create. But, it’s not a cakewalk to manage such large-sized files within the CRM application. There are varied challenges that need to be addressed when you have files that come in big sizes. The Red Alert for Storage Space Overloading You need to be ready for this future trouble! When you generate a large number of files that carry a high size, you are going to hit the file storage limit in no time. And, the most terrifying part is that once you run out of storage space, you also will run out of options to address that challenge. Because the only options you have here are either to buy additional storage space from Salesforce or to delete irrelevant files manually. However, both these are not a wise strategy for your growing business. Buying additional storage comes with a hefty price, which would break your bank. Deleting unnecessary files is also not recommended as you can’t predict the future possibilities that a file carries. Additionally, your compliance guidelines will not allow you to delete any files. A Slow Performing Salesforce Application A slow-loading Salesforce app comes as a result of the abundance of big-sized files. Just like the bottleneck on the road, the large-sized files will suffocate your file storage space within the storage platform. You won’t be able to process the application easily or at the normal speed. This will pose an impact on your file search, file uploading or downloading, or any operation that you will conduct within the Salesforce platform. Movement of Files Become a Tough Nut to Crack Once you start experiencing storage overload, it’s better you move them to an external environment. However, the movement of big-sized files comes with a lot of uneasiness and inconveniences. It will not only create trouble to move files but also impact the productivity of the employees who are working around this task. There’s a Solution for All Challenges If you are thinking about how to manage big-sized files in Salesforce that come with the above challenges, here’s the solution you can rely on. XfilesPro is the #1 file management application for Salesforce that will help you manage your files that are of big size. The application helps you to migrate your big-sized files in one go to your preferred external storage system be it Amazon S3, SharePoint, Google Drive, OneDrive, or even your on-premises platform with the power of automation. Through the optimization of the storage space in this way, you can rest assured that you will never run out of file storage in Salesforce. You are neither required to buy additional file storage space from Salesforce for an expensive charge nor delete files by violating the compliance guidelines. Also, Read: One Of The Largest Global Manufacturers Leveraged XfilesPro To Move 40TB Of Salesforce Files To SharePoint And, the best part is as you make your storage space freed up by migrating big-sized files to the external environment, you can regain the performance of your Salesforce app. In addition, the seamless workflow within the app will help you enhance employee performance as well. Also, Read: European Manufacturing Company Solved File Storage Management Challenges In Salesforce With XfilesPro So, consider the possibilities of XfilesPro to better manage your large-sized files within the CRM platform. If you wish to learn more, check here to schedule a demo AMARLAL
