Why Manual Document Generation in Salesforce is a Big Challenge?
In business, we come across several critical and sensitive documents that are being created for several verticals. With the lawsuits and protocols getting tighter each day, documentation has now become more of an obligation. Hence business users have a busy time creating documents for each operation undertaken in the verticals. Hence to power up your Salesforce experience in your business, document generation plays a major role in streamlining the process. When it comes to having your sales decks, business proposals, sales pitches and several other documents to be automated, that is when you realize the use of automated document generation. To create highly manual content for your business that is using Salesforce as its CRM, with each business operation being highly data-driven, it is sometimes very much necessary to have a no-code document generation application to perform the data retrieval process from several Salesforce objects. Manual document creation just increases the time to value alongside presenting several other concerns such as wasted time, data silos, human errors, non-compliance, and so on. If you are looking for a detailed understanding of automatic document creation in Salesforce, then this datasheet is going to help you. By creating several documents manually, the chance of getting things muddled is a common thing. If you look closely at your Salesforce org, you will understand how the data is scattered in several Salesforce objects. Getting your data from each object and then putting it into your required templates is going to be an error-prone and time-consuming job. For starters that itself is one of the most detested challenges. Apart from that, there are several other challenges that are associated with manual document generation as below: The cumulation of important information There will be times when you are juggling multiple documents to create. Given this time-squandering process, each document will have a different set of requirements to convey different messages. In any case, the facts and figures to be represented will be presented in different fields of Salesforce records. Hence there are high chances you miss out on relevant data. As mentioned earlier, data scattered over several Salesforce objects is the major issue for this concern. Pro tip: XfilesPro DocuPrime, the most preferred auto document generation application for Salesforce facilitates collecting data from different fields and appropriately includes it in the document as per the requirements. It not only fetches the data but also populates them into your desired document template like a breeze. Say goodbye to Ctrl + C and Ctrl + V as you can stay in your system of record of your Salesforce and continue with your document automation. Success story here: BloomWealth, A Leading Tax and Financial Advisor Based In Sydney, Sought The Help Of XfilesPro DocuPrime To Automate Their Documents In Salesforce. The never-ending proofreading and editing With manual document creation, it is very difficult to convince oneself of a perfect write-up. Each time, proofreading and editing will help you unmask a new error and correct it. With several editing and proofreading, the document might sometimes fail to deliver the message it was intended to. How sad would that be? That Salesforce admin would have literally spent several hours working on the document which should have been passed on to the lead. And the number of times you proofread goes on and on. Maybe that dollar sign was missing from your invoice or the date had gone wrong. Even a small glitch can land you into a parallel universe of losing leads in the snap of a finger. Pro tip: For the pain of multiple proofreading and editing, XfilesPro DocuPrime is the best option for Salesforce users to have their documents generated automatically. Accuracy is the top-notch USP of this automatic document generator and hence once they are generated automatically, they are error-free, with zero human intervention needed. Security Business documents are all about sensitive information and confidential data. With the manual creation of data, you never know how many people have established access to it. You will need help tracking the number of users who have the data too. Hence this is one of the most significant drawbacks of manual documentation. And your business data contains confidential data that will be regarding prices, financial figures, sales results, etc This should not be accessed or fall into the wrong hands. This is where security is going to be a big challenge while you are manually drafting your documents. Pro Tip: Business documents are considered confidential for a reason. Hence the security of these is very important. XfilesPro DocuPrime always gives the owner the full authority to decide on the visibility and the sequence of the sections & also has an access control feature to limit document access. And also since the documents are created within the Salesforce CRM, there is no fear of any external threats. Time-consuming process Document creation is a process that needs to be done by taking into consideration all the necessary details. Hence it will take a lot of time to finish each document if chosen to be created manually. Also filling up the right data at the assigned place is going from the Salesforce objects is going to be another challenge. If demanded to create several documents in one go, then it is going to be a liability rather than a challenge. Pro Tip: Document automation is the only solution for this trouble. XfilesPro DocuPrime is helping several workforces by enhancing their productivity. With XfilesPro DocuPrime taking over the task of document generation, bulk document generation can take place in a single click. Compromised Accuracy When documents are created on a manual basis, there will be mistakes that cannot be avoided. This is a human tendency. Multiple edits will have to be undertaken if going through the traditional document generation. If they are not created with utmost concentration, there is a high chance it will lead to severe escalations. This is the last thing you want to hear when you are drafting a document. Pro Tip:
Bursting the Common Myths Around Automatic Document Generation in Salesforce
Ryan had been waiting to close that deal for a very long time. And amidst a lot of other important works, this dream lead of his was looking for a business proposal that solely addressed the challenges for his business. But creating a sales deck would mean taking data from several Salesforce objects and manually updating it into your sales deck. That is a freaking 3-hour process. Henceforth, Ryan lost that client. – Based on a true story In today’s world, every action has to be documented. Sometimes, we fall under the impression that the world is driven by information. To some extent that is true. When running an enterprise or a small business with the Salesforce platform as your CRM, you stumble upon several actions that may be mainstream or sensational at every step. Whatever may be its degree, they are supposed to be documented. And each piece of the document stands for a different purpose. There are several challenges that a sales rep or a service agent faces when manually drafting a document from scratch. Are you going through these meticulous circumstances? Businesses of all stripes in Salesforce need this. The question of automating document generation in Salesforce has given rise to a lot of rumination. This blog will help you decode all your assumptions and better understand the importance of automatic Salesforce document generation. Want to go through a real-time use case on automatic document generation in Salesforce? Click here to get the insights. Myth 1: You have only limited template choices for the documents to be auto-generated Every document serves a different purpose and definitely, and they will have different formats, content, font, and many other factors. So, the process automation integration of XfilesPro DocuPrime into Salesforce provides templates by default and also the choice to have your desired templates through customization. This will provide you with an automatic assembly of engaging and personalized copies of your business quotes, proposals, and so on. With customizable page layouts, all your documents are created on autopilot and customized as per individual opportunity needs. Myth 2: Automatic Document Creation cannot generate incisive and complex documents. This is one of the substantial misconceptions that Salesforce users have been circulated through. Salesforce document creation can come in several forms. Sometimes they can be short, otherwise long as needed according to the purpose. But the consideration of whether it can generate complex documents is just a myth. With document generation’s wizard-driven powers, it can easily replace traditional macro and template-driven approach that was hard to construct and put the elements together. Also, it takes away the pain of proofreading your document. And there is no better example than XfilesPro DocuPrime to satisfy this need of yours. Also read: Why Do You Need An Auto Document Creation App In Salesforce? Myth 3: Proofreading is a must for automated Document Generation Be it whatever the document, when we draft it manually, proofreading is an insatiable task. You can keep proofreading it the whole day and still need to give it a rest. Will you have to do proofreading even for automatic Salesforce document generation? No, not at all. XfilesPro DocuPrime is one of the most accurate automation tools for Salesforce which will take away the pain of proofreading your document. Myth 4: To master document generation software, you will need special training and a significant amount of time Document creation in Salesforce is now very much developed and Salesforce Admins have their hands on the best automation tools when it comes to document creation. XfilesPro DocuPrime is a 100% native document generation tool for Salesforce that is easy to use & comes with a superior UI. The documents can be created as per the desired template with just the right input. You do not even need to leave your Salesforce CRM to create your documents. With a single click, the document is created from scratch. You can just let the pro of document generation which is XfilesPro DocuPrime create your document while you can sit back and enjoy. Your work personnel can easily have their documents generated without any prior training. Want to know how we helped a US Machinery Manufacturing company burst the bubble of manual document creation? Then click here Myth 5: Handwritten signatures are required on all documents This is one of the most believable myths. It might sound untrue but we are far from the times when we need a hand-signed signature to prove the authenticity of the documents. With XfilesPro DocuPrime, signing documents has become easy with any 3rd-party popular e-sign application. To speed up your process, you can just add a custom signing field to your Salesforce document wherein your third-party e-sign can do its work. Myth 6: Automation is prohibitively pricey for small organizations Imagine the horror of having several Salesforce admins or sales reps go through the trouble of having the documents drafted manually for each occasion. Comparatively, if you replace the time and energy invested by them with one of the best-automated tools for Salesforce, then the automation process will be error-free and also give your employees more productive hours. XfilesPro DocuPrime has a reasonable price in comparison with the document generation tools for Salesforce. Not only that but with the usage of our application, you can concentrate mutually on other important tasks which will result in a better return on investment. Myth 7: Since the document is generated automatically, the document can be accessed by anybody in the organization This myth is a hard nut to crack. When one generates a document in Salesforce, it makes sure that the accessibility to view that document also is in the hands of the person who creates the document. With
