5 Important Sales Documents you Should Start Automating in your Business
The countdown to the most prominent tech event of the year has begun. Salesforce World Tour Sydney 2024 will happen in a few days. If you are one of those in-person attendees, you must be getting your ducks in a row to fly to the Southern Hemisphere. While you’re staying incredibly excited to be a part of the much-awaited Salesforce World Tour, here’s our helping guide to making the most out of it. Reading through the blog, you will discover the top five things that you shouldn’t do during the event. So, let’s get started. Don’t Forget to Pre-register for the Event As the future of business is coming to Sydney, you need to expect a massive crowd of global Trailblazers. So, it’s mandatory that you need to pre-register for the event for you and the team to avoid the last-minute hassle. Although the days are counted for the event, you can still register for the Sydney World Tour for the regular charge. Pick how you want to enroll your name as a general attendee, Salesforce Partner, or Salesforce employee from the list and get yourself/team registered. Once you pre-register, make sure you arrive early for the event on D-day to collect the badges that Salesforce has made for you. Don’t Go to the Event Without Having an Agenda If you wish to experience World Tour Sydney 2024 to its fullest, you must build an agenda by considering key sessions and events. Check the full agenda from Salesforce, choose the events that align with your business goals, and customize your own agenda for the World Tour. Do note that your event list must include key Partner Sessions, Customer 360 Theatre and Workshop Sessions, keynotes of popular speakers, important booth visits, and finally the most exciting Demo Jam. If you look forward to elevating your document management experience in Salesforce, add a meeting with team XfilesPro to your agenda. At our Platinum Sponsor booth, we will showcase effective strategies to better manage your documents in Salesforce. For your in-depth learning about document management, we’d like to welcome you to our live Theatre Session at Partner Theatre 1 at 9:20 AM. Moreover, our team will present an outstanding demo of XfilesPro at Demo Jam so that you can see the app real. So, mark your calendars! Don’t Miss the Chance to Find Solutions for Your Challenges World Tour Sydney is not just an event to meet the Trailblazer Community. It’s the place where you find answers to your questions and solutions to your challenges. Prior to the event, make sure that you have noted down the operational pain points of your business on your iPad or notes so that you can stop by the partner booth where the right solution is presented. Gain more clarity on the solution and clear your doubts by talking to the execs present at the booth. Please note that you can even receive a free demo to see the solution in action and some discounts if luck is on your side. Don’t Forget to Visit XfilesPro’s Platinum Sponsor Booth As we have already mentioned above, team XfilesPro will be awaiting your visit to our Platinum Sponsor booth. Our team will showcase an advanced document management solution that can elevate your document management experience in Salesforce. From one-click document generation inside Salesforce and storing it in an external repository to enabling collaboration for team members, we will be demonstrating a one-stop solution for your end-to-end document management requirements. Moreover, we will also present the expertise of our data archive, backup, and seeding applications for Salesforce and how they can help users manage data in a more organized and easy way. You can also explore the live demos of our apps and grab the amazing discount we have for your in-person visit. So, don’t forget to stop by us! Don’t Miss to Join Salesforce+ if You’re Not Attending In-person Can’t make it to the Down Under hub for World Tour Sydney? Fret no more, you can watch the complete event virtually through Salesforce +, which will stream live. Even if you wish to watch the event later, you can do it through this platform at any time. So, do register yourself for a never-like-before virtual experience. See You at Sydney Just like you, we’re also thrilled to reunite with Trailblazers after a year-long wait. We hope the factors mentioned above can help you attend World Tour Sydney more effectively without missing out on key things. Hope to see you soon! Save a slot to meet with team XfilesPro. AMARLAL
Why Auto Document Generation in Salesforce is Important? Top 5 Benefits
The thumb rule of document generation – Complex document requirements are better off with a precise document automation application Automated document generation is a vital part of document automation. This not only helps organizations to improve workflow efficiency but also saves time, reduces errors, and minimizes cost. Productivity boost is one of the most essential business goals that organizations aim for, and automating the document generation process is a key aspect. Sales reps need to create multiple documents during different phases of a sales cycle. This includes proposals, quotes, contracts, NDAs, invoices, purchase orders, receipts, etc. The same goes with other multiple departments such as service, finance, legal, and human resources to perform their core job. Creating all the documents manually is not only time-consuming and error-prone, but it could also impact productivity. So automating document creation is always a smart approach. What is Automated Document Generation in Salesforce? Typically, automated document generation means the process of automating end-to-end document generation inside the Salesforce platform. This eliminates manual work & ensures consistency. Automated document creation allows employees to focus on their core job rather than spending time on complex documentation, unlocking opportunities to scale. Most of the departments within an organization benefit from document automation, however sales, service, legal, real estate, financial, insurance, eCommerce, government agencies, healthcare, and human resources are the most favorable domains. How to Automate Document Generation Process within Salesforce? Automating document generation requires a robust & intelligent tool. For Salesforce, the doc gen application can be integrated with your org to start automating the document creation process. There are a few things to consider while choosing the right solution to automate the document generation process in Salesforce. Easy to configure & use Must be able to create documents of any type (Word, PDF, Excel, PPT, etc.) in any size Must be able to pull data smartly from multiple Salesforce objects to prepare the document Must be a single platform to create documents for any requirement (sales docs, service docs, reports, legal docs, financial docs, etc.) Must have adequate security features including access, visibility, and sharing Must be able to build documents in bulk Must offer highly customizable templates 5 Ways Automated Document Generation in Salesforce Can Do Wonders In this blog, we have already emitted about how automating the document generation process can help a business. Let’s have a sneak peek of the top 5 key business benefits: Faster Document Generation Creating documents using a document generation application is faster. Most of the applications offer templates to build documents in a breeze. Some of the advanced tools also offer highly customizable document templates & a template library to choose from, which users can use and build documents of their choice. XfilesPro DocuPrime can boost the document generation process for Salesforce customers with its customizable templates and intelligent routing capabilities in which data can be automatically pulled from different records from Salesforce. That means your document will be created in one click, in a minute. Easier Compliance With an automated document generation process, businesses can adhere to compliance policies by maintaining the complete document generation process inside the CRM platform. Because your guidelines may not allow you to expose your data or document on external platforms or to the wrong people considering the security breaches associated with it. So, you can rest assured that you are not violating the compliance policies. Increased Productivity Automating the document generation process is a 100% productivity booster for any business. As manual drafting, reviewing, proofreading, and approving take a lot of time, having all these sorted through an application is all that a business needs. As Automation eliminates errors, and fastens up the process, sales cycles can be shortened, service processes can be optimized, and reports can be generated faster and all these contribute towards significantly increased productivity. Drive Higher Consistency One of the biggest benefits of using a document generator for Salesforce is that it offers highly standardized documents across departments. This drives a superior level of consistency & branding. Consistency streams across fonts, colors, logos, notes, templates, etc, which your marketing team insists on. Zero-error Documents Since document automation keeps employees away from manually cutting and pasting data from one document to another, there won’t be any chance of mistakes in documents — and people love that. Moreover, the error-free documents reinforce your customers’ trust in the brand, enhancing your reputation among them. Automate Document Generation in Salesforce With XfilesPro DocuPrime XfilesPro offers a native document generation application for Salesforce that can help you create documents of any type & size within your CRM. From data fetching from multiple objects to generating documents and sending them for approval and eSign, XfilesPro DocuPrime automates the entire process from beginning to end, 100% natively within Salesforce. Want to learn how XfilesPro DocuPrime can be the right solution for your document creation requirement in Salesforce? Connect with one of our experts to learn more. AMARLAL
