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Sales Enablement

Run your contract negotiations like a pro – it can make a huge difference in the terms

By Kimmo Salmela | October 15, 2020
What to do when the terms in the contracts you make leave you wishing – despite your good negotiation skills? How about trying an online negotiation solution?  There are […]

Case: How Keerpunt performed a customer 360°

By Kimmo Salmela | September 29, 2020
For sales-driven companies, the days of a standalone CLM (contract lifetime management) platforms look numbered. So vital is contract data for sales and marketing that […]

Online collaboration on offers and contracts benefits both buyers and sellers

By Kimmo Salmela | September 23, 2020
The riskiest part in the sales of complex solutions – say machinery, telecom infrastructure or business software platforms – is when the parties lay down […]

New app enables document collaboration and contract negotiations directly from Salesforce – for richer, faster collaborative sales

By Kimmo Salmela | September 8, 2020
A new web-based collaborative sales app/service for Salesforce was announced by Documill. It introduces a completely new app type in the Salesforce ecosystem. Real-time collaborative […]

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

By Kimmo Salmela | 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 […]
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Why Document Automation Makes Global Businesses More Efficient

By Kimmo Salmela | November 5, 2019
How long are you and your teams spending creating offers and quotes in Salesforce? Chances are we’re talking about days and not hours. Reportedly, 36% […]
E-signing and Document Generation integration in Salesforce

Close Sales Faster with E-signing and Dynamo Integration in Salesforce

By Kimmo Salmela | October 15, 2019
Whether it contracts to open new accounts for banking, closing a field service offer for manufacturers or quoting for professional services, the speed of getting […]
proposal-generation-in-salesforce

The Quick Guide to Proposal Generation in Salesforce

By Kimmo Salmela | August 27, 2019
Speed and simplicity in creating sales proposals are a bliss. But with speed can come less attention to detail and if you present the wrong […]

The Essential Guide to Document Generation in Salesforce

By Kimmo Salmela | June 3, 2019
A document generation App in Salesforce allows you to generate rich format documents by using data from Salesforce to create PDF or HTML documents based […]
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5 Must-Have Salesforce Reports to Power Up Your Sales Team

By Kimmo Salmela | May 27, 2019
Reporting from Salesforce data is a great way to get insight into your sales performance. In this article, we outline the top 5 reports all […]

Document Collaboration Easy as ABC

By Kimmo Salmela | May 7, 2019
 

CPQ for Leading Manufacturer with Excel, Salesforce and Documill Dynamo

By Kimmo Salmela | 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 Kimmo Salmela | March 25, 2019

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

By Kimmo Salmela | 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 Kimmo Salmela | 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. […]

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

By Kimmo Salmela | 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, […]

Fast Route to Advanced Sales Automation - Easy as ABC

By Kimmo Salmela | November 11, 2018
There is so much more to document automation in Salesforce than just pushing a button to automatically generate a document. An advanced application can help […]

Get That Workflow Right the First Time - Easy as ABC

By Kimmo Salmela | October 30, 2018
Sure, document automation is about making it possible to generate documents with a click of a button. No more human effort needs necessarily be involved. […]

Getting Started with Advanced Document Automation Workflows

By Kimmo Salmela | October 22, 2018
While automated generation of documents is quite everyday now, automation of the processes formed around documents offers a lot of unexplored opportunities. It is a […]
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The Easiest Document Automation App Just Got Easier!

By Kimmo Salmela | 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 Kimmo Salmela | 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 Kimmo Salmela | 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 Kimmo Salmela | 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 […]

One Document, Many Language Variants: How to Do it in Salesforce

By Kimmo Salmela | July 3, 2018
Do you want to produce automatically Salesforce customer documents in different language versions in Salesforce – even ones with elaborate designs? In this article, we […]

[Study:] Documill Dynamo Delivers What Enterprises Need

By Kimmo Salmela | 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 Kimmo Salmela | 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, […]

How to Turn Salesforce Data into Actionable Insights

By Kimmo Salmela | February 6, 2018
In our modern enterprises, more and more we make our key business decisions strictly based on numbers and facts. And of course, we have lots […]

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

By Kimmo Salmela | 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 Kimmo Salmela | 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 […]

Protect Your Company Data – Easy as ABC

By Kimmo Salmela | January 9, 2018
Oftentimes, companies would like to exert strict control over employees’ access to data as well as its transfer and storage. A study conducted by Vanson […]

Help Every Salesperson Communicate like Top Pro – Easy as ABC

By Kimmo Salmela | 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 […]

Documill Dynamo Clauses – the Most Lovable Library

By Kimmo Salmela | 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 Kimmo Salmela | 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 Kimmo Salmela | 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 Kimmo Salmela | 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 Kimmo Salmela | 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 Kimmo Salmela | 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 Kimmo Salmela | 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 […]

Send Documents Quickly in On-brand Emails - as Easy as ABC

By Kimmo Salmela | November 7, 2017
How to enable the creation of customer documents with one click and sending them out with another? Easy: try out Documill Dynamo’s email generation. It […]

Have The Date Your Way – Easy as ABC

By Kimmo Salmela | October 31, 2017

Four Ways to Accelerate Sales with Document Automation

By Kimmo Salmela | 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 Kimmo Salmela | 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 Kimmo Salmela | 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 […]
Compliance in Salesforce

Professional Services Firms in Salesforce: Minimising Compliance Issues

By Kimmo Salmela | June 28, 2017
The rules and regulations surrounding various professional services firms from HR to auditing are short of many. Compliance is a top priority for many firms […]
Internal approvals with Documill Dynamo

5 Ways to Make Internal Approvals Painless with Documill Dynamo

By Kimmo Salmela | June 14, 2017
Inefficient internal processes are a challenge to many sales teams with 45% of salespeople stating that excessive admin tasks do not leave enough time to […]
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Minimise Compliance Issues for Manufacturers using Salesforce

By Kimmo Salmela | March 7, 2017
To stay ahead of the threat of non-compliance, manufacturers need to better manage their risk by adopting processes that help comply with the varied laws […]

Salesforce Admins Drive Sales Evolution

By Kimmo Salmela | February 21, 2017
We are witnessing rapid evolution in B2B sales processes. And, since the evolution is driven by development of CRM systems like Salesforce, we believe that […]
Document automation in Salesforce for manufacturing

Document Automation in Salesforce for Manufacturers

By Kimmo Salmela | February 21, 2017
Manufacturing is changing and new technologies are offering numerous advantages to manufacturers. Sometimes called Manufacturing 4.0, or Industry 4.0, the change is here to stay […]
Successful sales people

5 Habits of Successful Salespeople

By Kimmo Salmela | February 7, 2017
Being a successful salesperson is about working smart and making the right technology choices. By making few changes to the way you work, it will […]

Can Automation Undermine Customer Satisfaction in B2B Healthcare?

By Kimmo Salmela | 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 […]

Manufacturing IoT: more data, collaboration and complex documents

By Kimmo Salmela | January 11, 2017
Each day, in just about every media, we are reminded that the great leap into the future of big data, artificial intelligence (AI) and Internet […]
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A Round-Up of Our Most Popular Blog Posts in 2016

By Kimmo Salmela | 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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How to Speed Up Internal Approval Processes in Salesforce

By Kimmo Salmela | December 13, 2016
Without a standard process for internal approvals, people may send out quotes and contracts without validating the content and what is being offered – from […]

Removing bottlenecks from travel & transport sales with document automation

By Kimmo Salmela | December 7, 2016
A 2015 study by Salesforce found that as much as 64% of the sales peoples’ time is spent on non-selling task – especially in the […]

Choosing a Salesforce Document Automation App for B2B Healthcare Sales

By Kimmo Salmela | 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 Kimmo Salmela | 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 Kimmo Salmela | 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 Kimmo Salmela | 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 […]
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3 Steps to Stop Procrastinating and Get More Things Done

By Kimmo Salmela | November 1, 2016
Procrastination is a familiar issue to many. The avoidance of completing something that needs to be done is a time thief and we’ve all been […]

Delivering Document-Driven Customer Success with Salesforce

By Kimmo Salmela | 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 […]

Tips for Dreamforce– How to Make the Most of It

By Kimmo Salmela | September 5, 2016
Plan your week Plan your week as well as possible, but don’t make your schedule too strict to allow for those opportunities and events that […]

Document Generation & E-Signature in Salesforce: The Perfect Pair

By Kimmo Salmela | August 22, 2016
A document generation App in Salesforce can save up to 30% of your time (according to Addressing the Document Disconnect) and it’s no wonder when […]

Tune Up a Self-service Portal for Upselling

By Kimmo Salmela | 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 Kimmo Salmela | 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 […]

Contract Automation in Salesforce: Benefits for Admins and Managers

By Kimmo Salmela | July 18, 2016
Contract documents can certainly be a source of a lot of complexity in business processes of companies. Content creators may have a hard time pulling […]

Fine-Tuning Salesforce.com: Working with Contracts

By Kimmo Salmela | July 13, 2016
Smart contract management shortens the sales cycle, reduces the amount of errors and manual work and effectively accelerates growth. But how do you become smart […]

Less Routines and Stress with Contract Automation in Salesforce

By Kimmo Salmela | July 5, 2016
In many ways, contracts on business transactions are the backbone of commercial relationships. As legal documents, they state the terms of transactions the signees to […]

How to Accelerate a Sales Cycle

By Kimmo Salmela | June 7, 2016
From prospecting to closing a sale, the speed of which you move between the stages can be crucial for growth. In this article, we share […]

A Single View of Customer Documents: How to Search Across Cloud Services?

By Kimmo Salmela | May 24, 2016
The increasing number of cloud services often means that customer data and documents exist in silos in different services. Regardless of what CRM you use, […]

A Look Ahead: Future Proofing Your Customer Experience

By Kimmo Salmela | 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 Kimmo Salmela | 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 […]

Tuning up Salesforce for Telecoms Success

By Kimmo Salmela | April 28, 2016

Do More with Less: Save Time with Search Driven Dashboards

By Kimmo Salmela | 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 […]

Get more out of Salesforce with Documill Dynamo

By Kimmo Salmela | 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 Kimmo Salmela | 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 […]

Application Hopping Causes 50% Lower Productivity

By Kimmo Salmela | March 8, 2016
We think that constant switching between office applications really represents one form of forced multitasking, and the cost is equal: 50% lower productivity. Here’s our […]

Four Challenges To Team Productivity

By Kimmo Salmela | January 26, 2016
We certainly need to “focus on being productive instead of busy”, as Tim Ferris once put it. But how to achieve that in practice? Puzzled […]

Happy New 2016!

By Kimmo Salmela | December 31, 2015
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