/Resources/Tag:Document Automation

Case: How Keerpunt performed a customer 360°

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 [...]

By | September 29th, 2020|

Why Document Automation Makes Global Businesses More Efficient

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% [...]

By | November 5th, 2019|

Case Management Made Easy with Automated Workflow

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 [...]

By | October 23rd, 2019|

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

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 [...]

By | October 15th, 2019|

5 Ways Document Generation Enhances Customer Experience

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 [...]

By | September 25th, 2019|
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