3 Core Tenets of Integrated Document Generation

What comes to mind when you think of document generation?

At the heart of it, document generation is a combination of processes, documents and workflows to help a business deliver to its customers as efficiently and effectively as possible—whether that’s a product, technology, service or anything in between.

Before the end-customer can get that deliverable, there’s often a document process involved before it can be sold. And before they can get that document, there’s a workflow associated with it.

What Can Document Generation Do for You?

With 19.7% of the CRM market share, and viewed as the fastest-growing marketing segment among its competitors, it’s fair to say Salesforce is one of – if not the – leading customer relationship management (CRM) platform.

Estimated to create $389 billion in GDPR worldwide by 2020, Salesforce has found wide scale success from supplying a single, secure and scalable platform, and made it easy for organizations to extend their power to sell, service and market on the Salesforce AppExchange, the largest global business app marketplace.

The ability to get your employees working in a single, centralized platform can have a positive impact on employee productivity. It’s why Microsoft’s Office 365 platform is the company’s fastest growing commercial product to date; employees are able to communicate and collaborate with one another in a unified experience—and can work faster and to a higher standard as a result.

Integrated document generation aims for the same goal, making it easier for users to create documents and accelerate business processes.

In this post, we’ll explore how document generation, when integrated with Salesforce, grants users the familiarity of the data and documents they use today without having to leave the platform.

Finding the value of integrated document management and understanding why your company should invest in document generation, boils down to three core tenets: adoption, data quality and control.

1.  Adoption 

As the world’s leading CRM platform, enterprises have made a significant investment to run either the entirety of the business or a core function of their business in Salesforce. Users may log in daily, tracking their activities and automating manual tasks on the platform. This makes user adoption a key factor to the productivity of the business.

But currently, external factors are stopping wide scale adoption from taking place.

For many organizations, document generation happens externally, outside of a system of record like Salesforce. But by bringing those tasks inside Salesforce, you can naturally accommodate better adoption.

How so? As an example, let’s look at how a sales representative could improve adoption in their CRM platform.

Instead of managing their opportunity through a third-party system—where sales quotas or proposals are in different locations outside of Salesforce—those documents can now be created automatically at the click of a button from inside Salesforce. The sales representative can run through the entire process from inside the CRM platform, removing external distractions and creating a more seamless experience.

2.  Data Quality

A successful CRM deployment requires visibility over the progress of sales and reliable analytics.

To do this, you need a high level of data quality. And data quality is a byproduct of successful user adoption.

When users are logging in every day, using Salesforce as their system of record for all their tasks, this elicits a sense of ‘trust’ in their data. But again, this is not currently the case in most organizations.

Let’s take the process of updating data: when a document needs to be updated, this is done outside the system of record. When there’s a problem, nine times out of ten the user is going to open the document, make the necessary changes and send it back to the customer.

This creates a situation in which the most accurate version of your data lives inside the document, rather than the system of record. Another employee that searches for a document will therefore find an out-of-date version, creating confusion and information disparity.

By creating, storing and updating documents in a centralized repository, integrated document generation automates these processes and improves the quality of CRM data.

3.  Control

For bigger companies and enterprises, ensuring a consistent brand message is being delivered is vitally important.

To do so, a lot of time and money is spent on developing a consistent message—branding, fonts, logos, corporate colors, etc.—to be delivered across every business process. Whether you’re dealing with compliance at a regulatory level or you’re dealing with compliance by protecting your brand and messaging, document generation can help.

How so? By allowing customers to centralize the management of all their mission-critical documents, changes can be made as and when they’re needed. It might be in the context of a new product release, update or launch—changes can be made on both a global basis and by line of business.

Document generation can maintain a level of consistency across the breadth of the business.

The Result

Document generation integrated in the Salesforce platform means your users can produce the right document at the right time, delivering the required compliance as well as the required branding and messaging that companies need—all without leaving the familiarity of the platform. User training is minimized so you can get workers up and running almost instantly.

All this alongside the regular benefits of document generation make it easier than ever to create business documents.

Nintex Drawloop® can eliminate manual document creation in Salesforce, from sales quotes and proposals to invoices, contracts, account summaries and more.

With reliable security, 100% native management, a seamless user experience and easy setup and configuration, Nintex Drawloop® simplifies document generation. Using the same data your workers are using right now, Drawloop® can transform them into data-driven processes to accelerate sales and business results.

 

For more information on document generation and how it can assist your business processes, check out Nintex Drawloop® for Salesforce in more detail or get in touch with us.