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Customer Experience

Salesforce 4.0: holistic end-to-end document automation process for 2020. Are you there yet?

By Mary Mai | December 27, 2019
It’s now the very end of 2019. You must have known what is Salesforce CRM? Congrats if you’re using it, this is for you.   What is your current […]
Email automation - case correspondence - customer service

Case Management Made Easy with Automated Workflow

By Mary Mai | October 23, 2019
Customer expectation for service is growing rapidly as of the convenience of omnichannel communications nowadays. According to the 2018 Customer Expectation Survey by Gladly, the customer expectation for […]
5 ways to accelerate customer experience with document generation

5 Ways Document Generation Enhances Customer Experience

By Mary Mai | September 25, 2019
Are you struggling with uncategorized documents in dealing with customers? Are you looking for ways to enhance your customer experience with Salesforce? Let’s take a […]
top 5 use cases for document generation in Salesforce

Top 5 Documents to Start Generating in Salesforce Across Industries

By Mary Mai | September 17, 2019
Are you Salesforce users? Have you been considering Document Generation tools, or have you been using one already? Either way, we believe you will benefit […]

CPQ for Leading Manufacturer with Excel, Salesforce and Documill Dynamo

By Mary Mai | April 7, 2019
A leading North-European manufacturer of maritime technology needed to modernize the quoting process in one of its product lines. They chose to simply integrate their […]

When does Excel beat CPQ software?

By Mary Mai | March 25, 2019

Six-click Wonder: Fully Automate Contract Creation, eSigning and Invoicing – Easy as ABC

By Mary Mai | February 19, 2019
You have now negotiated that big contract to the last detail, and it is time to generate it automatically in Salesforce. So just click on […]

Partnering with Documill Helps Capgemini Provide 360-degree Customer View

By Mary Mai | January 22, 2019
Documill Dynamo played a key part when Capgemini provided a customer with an innovative customer service and partner center solution, complete with document management functions. […]

Survey: Choosing a document automation app; why and how?

By Mary Mai | January 8, 2019
For which reasons do we choose a document automation app? What are the key criteria to select one? What kind of solution do we prefer? […]

Add Images with a Click to Your Doc – Easy as ABC

By Mary Mai | December 4, 2018
We like the content of our Salesforce documents short and sweet to make it quick to learn. And we want it to look nice too, […]
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The Easiest Document Automation App Just Got Easier!

By Mary Mai | October 3, 2018
Over the last summer, we added a few new functionalities to our document automation application Documill Dynamo – and enhanced some existing ones, too. Our […]

Five Good Reasons to Translate Your Salesforce Product Catalog with Documill Dynamo

By Mary Mai | September 18, 2018
Getting your product catalog (or price book) translated in Salesforce is paramount to your business if you need to address segments, even markets that speak […]

Translate Salesforce Product Catalog – Easy as ABC

By Mary Mai | September 3, 2018
Whole product catalogues can be translated within Salesforce to support credible localization of products. However, this tends to be a bit laborious, as it requires […]

Salesforce Document Localization - Easy as ABC

By Mary Mai | July 16, 2018
Do you need to generate automatically customer documents in different language versions in Salesforce? Even with CRM platforms as versatile as Salesforce, this has not […]

HR Company Stabilizes Document Quality and Processes with Documill Dynamo

By Mary Mai | July 11, 2018
A North-European recruitment company wanted to cut down the time it took to produce customer documents, as well as improve their quality and fidelity to […]

Leading HR Player Achieves Top Output Fidelity with Document Automation

By Mary Mai | June 5, 2018
Our customer is a group of recruitment companies that operates in six countries in Central Europe. It was facing severe complexity and quality issues in […]

Leading Car Manufacturer Slashes Complaint Response Times by Perfecting Document Workflow

By Mary Mai | May 30, 2018
A leading European car manufacturer (and its customers) suffered an unreliable and slow complaint response process. To streamline and accelerate it on a global basis, […]

Case: How RSG Finance Becomes Front-Runner

By Mary Mai | April 24, 2018
‘It was a great adventure to implement this together with Connexys, Documill and SignRequest. On top of that, we were introduced to an important partner […]

[Study:] Documill Dynamo Delivers What Enterprises Need

By Mary Mai | March 6, 2018
In a previous article, we reported the findings from a study we just ran on document automation in the context of Salesforce platform. Our target […]

Choosing a Reporting Solution for Salesforce – 5 Things to Consider

By Mary Mai | February 20, 2018
Data is interesting in that without context and explanation, it loses much of its value. The same happens, if we fail to get a good, […]

Need to Create Bespoke Account Reports with One Click? Build Your Salesforce Solution in 30 Minutes with Documill Dynamo

By Mary Mai | January 30, 2018
Salespeople can benefit a lot from being able to quickly produce reports of all past and planned activities for a given account – especially when […]

Enhance Your Offer Doc with Beautiful Product Pictures – Easy as ABC

By Mary Mai | January 16, 2018
We like the content of our customer documents short and sweet, so it can be learned as quickly as possible. Yet every detail that matters […]

Help Every Salesperson Communicate like Top Pro – Easy as ABC

By Mary Mai | January 3, 2018
Not every salesperson is a natural poet – and yet, good communication skills play a paramount part in sales success. That is why deploying an […]

Keep Customer Data Safe – Easy as ABC

By Mary Mai | December 21, 2017
When negotiations over a deal get tricky, more and more new versions of the documents related to it are likely to be created. Keeping track […]

Documill Dynamo Clauses – the Most Lovable Library

By Mary Mai | December 19, 2017
Last time when introducing a beautiful concept “Post-merge-edit”, my colleague Penny has mentioned the “Clause Libraries”. So what is it exactly and how does it […]

When One Size Doesn’t Fit All – Document Automation Easy as ABC

By Mary Mai | December 14, 2017
Documents like quotations and contracts tend to have parts that have serious legal implications, for example, the terms & conditions section. While the wording in […]

The Meaning and Beauty of “Post-merge-edit”

By Mary Mai | December 12, 2017
The dilemma of automation and personalization: A great advantage of Document Generation app’s for Salesforce.com is that the organization gets to design the template, ensuring […]

Money the Way You Like It – Easy as ABC

By Mary Mai | December 7, 2017
Currencies can be indicated in a variety of ways and we all have our own preference. In our automated Salesforce documents, we may want to […]

[Infographic] 5 ways to Boost Your Team's Productivity in Salesforce

By Mary Mai | December 6, 2017
What defines the most productive teams? We think right solutions and tools play the vital role here. You cannot always control the company culture or […]

How Efficient Is Your Email?

By Mary Mai | December 5, 2017
In a previous article, we discussed the three priorities of sending documents via email to close the deal fast. Today, we’d like to introduce you the […]

Close the Deal Fast with the Right Email

By Mary Mai | November 30, 2017
Email is a crucial tool today. It remains the most effective way to develop leads, maintain the existing relationship and close the deal. Sending documents […]

Have The Date Your Way – Easy as ABC

By Mary Mai | October 31, 2017

Four Ways to Accelerate Sales with Document Automation

By Mary Mai | October 17, 2017
The new version of Documill Dynamo can accelerate sales in a big way. Ultra-easy to deploy, it marks a new era of document automation technology. […]

Head Start to Top Productivity with New Documill Dynamo

By Mary Mai | October 11, 2017
Last week we introduced here a new, ‘browser-first’ version of Documill Dynamo for Salesforce and said that it begins a new generation in the evolution […]

Easy, Intuitive, Innovative: New Documill Dynamo Launched!

By Mary Mai | October 3, 2017
This is exciting: we have just launched a new version of Documill Dynamo for Salesforce. With its intuitive, easy-to-use design that allows quick and painless […]
Information in customer portals

3 Ways to Make Information Better Accessible in Customer Self-Service Portal

By Mary Mai | May 30, 2017
According to Software Advice™, a successful online self-service experience is dependent on how long the customer is willing to spend searching for an answer to their […]

Can Automation Undermine Customer Satisfaction in B2B Healthcare?

By Mary Mai | January 26, 2017
When speaking with sales and marketing professionals in B2B healthcare companies like device manufacturers, we constantly find that they face specific and extremely strict requirements […]
best-documill-blog-posts-of-2016

A Round-Up of Our Most Popular Blog Posts in 2016

By Mary Mai | December 19, 2016
As the year draws to a close, here is a round-up of our ten most popular blog posts this year. So, read on for posts […]
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Reduce Time to Resolution with A Self-Service Portal

By Mary Mai | December 1, 2016
A growing trend in the field of engaging customers is building portals and communities for customers to help them find answers to questions themselves. This […]

Choosing a Salesforce Document Automation App for B2B Healthcare Sales

By Mary Mai | November 28, 2016
There are various document automation applications available for Salesforce, and each one has its advantages and disadvantages. What are the specific requirements for those companies […]
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Speed Up Sales to Healthcare Companies with High Quality Documents

By Mary Mai | November 22, 2016
A recent paper by Deloitte states that overall complexity is likely to increase in sales of pharmaceutics and medical devices in the near future (“Delivering […]

36% More Revenue, 30% Less Cost with Document Automation

By Mary Mai | November 16, 2016
More and more companies have implemented a document automation application in their Salesforce CRM. And why not, considering the competitive edge it provides to sales […]

How to Make Salesforce Fully Mobile

By Mary Mai | November 1, 2016
Let us assume that you are using Salesforce Sales Cloud CRM over a mobile device. You’re visiting a customer, who has just showed you the […]

Content Portal Design: can we learn something from librarians?

By Mary Mai | September 14, 2016
Librarians have experience in making content available that goes back thousands of years, back to the ancient Egypt and even Mesopotamia. What they practise is […]

Delivering Document-Driven Customer Success with Salesforce

By Mary Mai | September 12, 2016
Salesforce and IDC released today an exciting white paper on the impact of the Salesforce ecosystem. Anyone using Salesforce knows that it fuels growth so […]

How to Perfect Community Cloud So Customers Find What They Need

By Mary Mai | August 17, 2016
Salesforce based customer portals and communities are a great way to offer customers easy access to relevant information and documents. And in the world of […]

Tune Up a Self-service Portal for Upselling

By Mary Mai | August 8, 2016
Self-service portals are a great asset for manufacturers, engineering companies and alike for improving their customer service and thus increasing customer satisfaction and brand loyalty. […]

How Customer Self-Service Communities Drive Engagement

By Mary Mai | August 1, 2016
The likelihood of your customers already expecting to have some kind of portal to engage with you is high as there has been a huge […]

How to Use Search to Drive Customer Experience

By Mary Mai | June 22, 2016
According to Salesforce, 70% of buying experiences are influenced by the way a customer feels they are being treated. With this in mind, the way […]

Internet Techniques for Top B2B Portal Usability

By Mary Mai | June 14, 2016
A few years ago, Brian Sprague, then a senior executive in Accenture’s customer service and support practice, stated two key requirements for a portal: search […]

How to Mobilize Your Self-service Portal

By Mary Mai | June 9, 2016
90% of consumers expect brands to have an online customer self-service offering, according to a Microsoft study; 60% of them said they have a more […]

Choosing a Search App for a Portal: Key Features to Look for

By Mary Mai | June 2, 2016
In Microsoft’s State of Multichannel Customer Service Report, more than 90% of global consumers were found to expect a brand or organization to have a […]

A Look Ahead: Future Proofing Your Customer Experience

By Mary Mai | May 12, 2016
With the shift in the majority of consumers preferring self-service over contacting a company, it is vital that your customer experience strategy is geared up […]

Secure & Effortless Document Access for Remote Working

By Mary Mai | May 3, 2016
If you ever have the need to work on the go, finding and viewing documents related to your customer or other CRM object on mobile […]

Do More with Less: Save Time with Search Driven Dashboards

By Mary Mai | April 21, 2016
How many hours do you spend creating reports a week, month or a quarter? A lot of reporting involves manual work, getting data from different […]

Five Steps to Improving Customer Service Experience

By Mary Mai | April 19, 2016
Many successful companies put customers at the centre of their businesses, but how do you go from good to excellent when it comes to customer […]

Get more out of Salesforce with Documill Dynamo

By Mary Mai | March 23, 2016
Dynamo is a document automation solution which helps you to generate contracts, reports, and other communication materials from Salesforce data. In this article, we explain […]

What Makes Salesforce Great?

By Mary Mai | March 16, 2016
Salesforce is well-known by its impressive level of customer success and it has been adopted by some of the leading companies across the word. In […]

Openness: Key to User Satisfaction

By Mary Mai | February 23, 2016
Do you offer RESTful APIs? That is a question we often hear. And that’s no wonder, as REST API has become synonymous to cloud services […]
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