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Removing bottlenecks from travel & transport sales with document automation

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 travel and transport business. As much as 25% is spent on admin duties alone. Is there a way to reduce that time so sales can prosper? Here’s a powerful tip to all Salesforce users: try a good document automation application.

If there ever was a business unpredictable, competitive and highly networked at the same time, that is the travel and transport services market. Such combination of characteristics often grows the amount of routine work of sales professionals to excessive proportions. This is because:

  • there is a lot of customer data to manage in documents
  • layout of documents often needs to be tweaked
  • data is often housed in a variety of data sources only loosely (if at all) integrated with Salesforce
  • no proper tools are available for synchronizing data between data sources
  • multilateral relationships and contracts prevail, making communication and closing of deals laborious.

On the other hand, fierce competition and diminishing margins are putting strong pressure on keeping the cost of sales to minimum. Read on to learn, how a high-quality document automation can help you with all the challenges above.

Less time spent managing complicated data

Sales documents of travel and transport companies often include a lot of transaction-specific data, such as different price and client codes, incentives, discounts, and passenger information. Contract documents have agreement clauses in addition, complemented by content like definitions of responsibilities and vocabulary used and so forth.

If such data has to be copied manually to each and every document, the amount of work easily gets overwhelming. A document automation application deployed on top of an advanced CRM allows eliminating such work completely from the sales staff. They just need to click on a button in Salesforce to create a contract and the application will do the rest.

Freedom from tweaking document layout

Even if there is a good document template to start with, manual work can play some havoc on it. Automation can eliminate completely erroneous hits on keys and allow keeping your document layout clean and nice.

Multiple data sources in effective use

As such, Salesforce has limitations in support for external sources, say, Excel files. However, many companies have gotten used to using them over the years.

An advanced document automation application can connect to many data sources all at once and import it to documents. Examples of such sources include Excel, JSON and http – in addition to Salesforce itself.

All data up to date

A lot of work can easily go into keeping them all data up to date. A document automation application with bi-directional data update functionality can reduce it radically: just update a data point directly in a document and it gets automatically updated in the appropriate data source – and all future documents.

Simple creation and approval of multilateral contracts

In the networked world of travel and transport industry, multilateral contracts are commonplace. For example, agreements between travel agencies and airlines often have not one, but many airlines in alliance on one side. On the other side, there may be a number of travel agencies working in collaboration.

This makes the documents more complicated and their approval procedure cumbersome. A document automation application makes circulating them much easier. Couple it with an eSignature application, and getting contracts signed becomes also straightforward.

Try it now

So where to find a document automation application with the capabilities described above? Try Documill Dynamo. In fact, why not book a demo of it now?

By | December 7th, 2016|