Strategic Growth grows case study production by 300%
Nintex DocGen for Salesforce automates and streamlines process
Strategic Growth is a Salesforce Gold Consulting Partner with more than 1,700 completed implementations to its credit, and more 5-star ratings in the Salesforce AppExchange than any other Gold Partner in North America.
Case studies, or customer success stories, are an important part of corporate marketing at Strategic Growth. They are also required to maintain Gold Partner standing with Salesforce. Each case study must be submitted to Salesforce using the latest Salesforce-defined template to satisfy the requirement.
To optimize their effectiveness, case studies need to reflect the customer’s industry, region, and business—and be new enough to remain relevant in a fast-moving world. The software Strategic Growth used to manage the process was outdated and often required the consultants to manually complete the case study template. These manual processes slowed the process, and often meant rework when a consultant used the wrong template.
Strategic Growth turned to Nintex DocGen™ to streamline and automate the case study process.