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More efficient processes with Salesforce document automation

January 10, 2023

Salesforce is a popular tool for supporting sales activities and making sales processes more efficient. It places the customer at the center of all activities and applications. All teams benefit from real-time data that enables a unique customer experience. Salesforce promises revenue increases of up to 29%. However, the tool still offers potential for optimization.

What is Salesforce?

Salesforce is a cloud-based CRM tool that simplifies the management of customer relationships at all levels. Employees can better connect with existing or potential customers as well as business partners, and it also improves communication. Salesforce offers many ways to combine solutions, making it suitable for companies of all sizes.

What does Salesforce do? 

Salesforce digitizes workflows and processes. Data such as contact details, product properties, price information, and customer journeys are recorded and managed. Salesforce is used in many areas, such as customer service, e-commerce, marketing, sales, and data analysis.

The tool incorporates artificial intelligence and the Internet of Things. It offers a lot of room for company-specific design, so that collaboration processes can be streamlined across multiple departments. In addition, Salesforce integrates with other cloud products and offers industry-specific solutions such as pharmaceutical or finance.

Even though many processes and workflows can be automated with CRM, you still need a solution that quickly and easily translates data from Salesforce into concrete documents such as offers that can be sent to the customer.

more efficiency salesforce with empower document automation

What does empower® Document Automation offer?

empower® Document Automation is a solution for Microsoft Office which automatically creates PowerPoint presentations or Word documents based on the most current information from any data source. By filling out a short form, the document is automatically generated and finalized.

Our solution can integrate with Salesforce to create error-free quotes directly from Salesforce. This eliminates a potential source of friction and allows your sales staff to work even more efficiently.

Seven.One Media already benefits from the power duo

Seven.One Media is one of the leading companies when it comes to marketing audiovisual media in the German-speaking market. To create offer presentations, the company uses Salesforce and PowerPoint, which used to mean people had to tediously copy data from Salesforce to Microsoft Office.

The empower® Document Automation integration with Salesforce now enables Seven.One Media employees to create documents directly within Salesforce. At the push of a button, a PowerPoint presentation with all the relevant price and product information is created. Everything is corporate design-compliant. This makes Salesforce content creation a breeze.

SevenOne Media Testimonial Video for empower

Seven.One Media saves about 15 minutes of work time for each sales proposal. Together with seamless implementation, they achieved an ROI of 300%.

Lennart Harendza quote Salesforce with empower Document Automation solution

“The PowerPoint add-in empower® enables us to create customized offer presentations with just a few clicks directly from Salesforce. By avoiding a system break in the sales process, we significantly increase the active sales time of our staff.”

Lennart Harendza, CEO of Seven.One Media GmbH

 

Learn more about our empower® Document Automation solution and how you can benefit from it. Feel free to contact us with any questions about your Salesforce content creation! Our experts look forward to hearing from you.

Document Automation Whitepaper

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