Key Takeaways from Salesforce World Tour LA

The Salesforce World Tour made its most recent stop in Los Angeles on November 28, delivering a full day of innovation and learning. As with the rest of the World Tour stops, the single day event is packed tight with nearly 70 breakout sessions, demos and keynotes, a partner floor for engagement, as well as Codey, Astro, Appy, Cloudy and Einstein – the trailhead team that inspires you to “blaze new trails.”

Nintex was pleased to once again participate as a gold sponsor and engage with our partners and existing and future customers. Traffic in our display pod was steady, surpassing the expectations of our sales team. As many World Tour attendees discovered the familiar ‘Drawloop’ name once again was front and center, conversations around Nintex Drawloop DocGen® for Salesforce were plentiful and lively.

Salesforce continues to focus its product strategy on connectivity and leveraging AI to make apps smarter and more intuitive to use. These innovations help customers extract the most value from their Salesforce investment, making their data actionable and providing their sales, marketing and services teams with the tools they need to understand the customer and deliver the experiences they expect.

Nintex Drawloop DocGen, available on the AppExchange, makes it easy for Salesforce Admins with no coding experience to leverage their actionable data, automate document creation, streamline reviews and approvals, and keep processes flowing with forms and mobile apps.

Here are some key takeaways from the day:

Connectivity and the fourth industrial revolution

Salesforce continues to focus its product strategy on connectivity and leveraging AI to make apps smarter and more intuitive to use.

Throughout the day, Salesforce leaders referred back to the concept of the Fourth Industrial Revolution. The first three industrial revolutions include steam, science and mass production, and the rise of digital technology. The Fourth Industrial Revolution, in turn, encompasses the innovations that are pushing us forward into the future of technology – innovations such as cloud, social, mobile, IoT, and AI. Combine these with increased computing power and access to data, and we have an environment ripe for connectivity.

Salesforce is investing heavily in leveraging these innovations and taking connectivity to the next level in the Salesforce suite.

Some Salesforce innovations launching in 2019 include:

Einstein Voice

Salesforce will soon be launching Einstein Voice, allowing users to interact with Salesforce using conversational voice. Much like we talk to Siri, Cortana, and Alexa, now customers can talk to the Einstein Voice App and update customer records, set reminders, update sales quotes and more. The demo at the Keynote showed how a simple voice memo can be scanned by the Einstein Voice app, and key identifiers highlighted and updated directly into Salesforce.

The new app isn’t all that revolutionary, but it does allow Salesforce to tout they are leveraging AI and voice. Combined with the Einstein Voice Bots, Salesforce is hoping to innovate their customers’ CRM ahead of the competition.

Learn more about Einstein Voice.

Customer 360

Customer 360 is a new dashboard initiative that better connects Salesforce products into a single unified experience. The new UI allows native integration of all Salesforce Apps on a single window, providing seamless connectivity between available customer data. For B2B products, customers can access all customer data in a single place, utilizing a single data model for sales, marketing, B2B commerce, and service. This provides better visibility in how campaigns turn into leads, and can easily track those leads through the funnel. B2C product customers can leverage the new UI to improve overall customer experience, increase upsell opportunities and reduce customer support burdens.

Customer 360 is a step in the right direction that Salesforce needed to take. I believe it will lead to a more wholistic focus on the customer.

Learn more about Customer 360.

The Salesforce World Tour will continue its circumnavigation around the globe, delivering a similar agenda of topics and speakers. It is a worthwhile event to attend and engage with customers and partners to experience firsthand what’s new with Salesforce.

For Nintex, it was an excellent opportunity to continue to talk about how Drawloop DocGen makes it easy for individuals with no coding experience to:

1.  Automate document creation

It all starts with automating the creation of data-driven documents. Directly within Salesforce, sales reps can instantly create customer-friendly, company-approved documents with the click of a button.

Drawloop DocGen works behind the scenes to merge data entered via customizable forms with any custom or standard object stored in Salesforce or other systems of record. All of the information flows into pre-approved templates in Word, PowerPoint, Excel, or PDF formats, ensuring every document is on brand and accurate.

2.  Streamline reviews and approvals

After documents are automatically created, built-in routing eliminates delays, drives collaboration, and simplifies obtaining document signatures.

Workflows can be customized to route documents like proposals or pricing discounts for internal reviews and approvals by sales management, legal, or others—and also send documents directly to prospects or customers for e-signature. It’s also easy to auto-assign tasks, alerts and follow-ups to make sure nothing falls through the cracks.

3. Keep processes flowing

Nintex Forms make it easy to capture internally produced or customer contributed data with forms. For example, this could include a rep’s update from an onsite meeting or a form complete on a website.

This data not only updates your Sales Cloud records, it’s often used to launch a workflow or trigger the creation of a document. And with Mobile Apps, any authorized Salesforce user can access documents, forms or tasks from anywhere. They can even leverage the app to close a deal on-the-spot with mobile eSignature.

 

Nintex Drawloop DocGen® for Salesforce is available on the Salesforce AppExchange. Try it today to see first-hand how document generation and automation can improve the way you work. 

 

Harry Lauer

Harry is a member of the Nintex Product Marketing team, located in the Bellevue, WA office. With a passion for product marketing and 25 years of experience leading marketing initiates and go-to-market strategies, Harry enjoys crafting compelling messaging and developing campaigns that grow the business.