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Choosing a Salesforce Document Automation App for B2B Healthcare Sales

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 that supply medicine and medical devices to healthcare companies?

Ease of use is a must today. Flexible integration options and versatile functionality are also vital. The key is to make things quick and smooth and eliminate manual work.

Here is our list of five things to look for.

Connectivity to many data repositories

Healthcare companies have a lot of data, usually in quite a few databases. Unless you have one master data repository where all your relevant product and CRM data lies, your document automation application needs to be able to fetch data to documents from many of these repositories; otherwise you will still need to rely partly on manual work.

Easy sending and editing of documents on the move from any device

We hear it time and again: sales reps work more and more out of the office and want to be able to do more while meeting customers face-to-face. The document automation application must allow generating and sending documents with just a few clicks. Editing documents (if made possible to sales reps at all) should be made extremely easy – on any device.

Content control suited to your needs

Some companies want to fix document content fully, so the sales reps do not have to edit them in any way. Others want to leave the reps varying degrees of leeway for editing. The requirements may also wary from document to document: you may want to have a contract terms completely locked from editing, while an e-mail to send it over may have a fully editable text. Ensure that your application provides the versatility you need.

Reliable data synchronization

It is good to have a document application that enables updating data values directly in the databases. Say, you are editing a contract and find out that a customer’s phone number has changed. Things get much, much smoother if you can just change the data in the document then and there and getting it consequently automatically updated in the database.

Support for complex content in multiple languages

Healthcare sales documents tend to be complicated due to the strict regulatory requirements and high granularity of information. New business innovations like value-based payment models are likely to increase the complexity. So is the growing amount of customer data.

There are document automation applications that require additional custom coding from the application provider whenever a new template is created – or even when an existing one is just slightly edited. All this can make things very rigid, time-consuming and costly – especially when documents are complicated. Ensure that your document automation application supports readily the production of the most complex documents in as many language versions as is needed.

Documill Dynamo is one document automation application that meets all the requirements above. Why not get a demo of it right now?

By | November 28th, 2016|
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