Category: Titan Docs

Document Preparation for Notarization

What Do I Need to Notarize a Document?

When you prepare for notarization, you guarantee a smoother process. If you are unsure where to start, join us in the article below. We will cover these two popular internet questions, one from a notary public and the other from a client’s perspective: Let’s get started!  Common Types of Documents That Need Notarization First, we should mention…

Document Generation Solutions from Titan for Salesforce

Salesforce Document Generation | The Ultimate Guide for Legal Services

Document generation underpins almost every major legal process you can think of, from service proposals to invoices, memorandum of agreements to reports, affidavits to client correspondence, and much more! No matter your legal field, whether it be criminal or civil, family or corporate, environmental or intellectual property, you need accurate and up-to-date documents to keep internal records,…

Document Generation Solutions for Financial Firms

Salesforce Document Generation | The Ultimate Guide for Financial Service Organizations

Document generation underpins almost every major financial service process, whether it is proposals vs. quotes, contracts, financial compliance reporting, invoices, client correspondence, and much more!  And no matter your financial service, whether it be risk management automation, onboarding or loan processing, investment or wealth management, you need accurate and up-to-date documents to keep internal records, finalize negotiations…

Salesforce Document Generation | The Ultimate Guide for Healthcare

Document generation underpins almost every major healthcare process you can think of, from collecting electronic health records to managing patient registration, automated medical billing, operative reports, Salesforce document automation, and much more! You also need accurate and up-to-date documents that keep patient details safe, comply with regulatory frameworks, and support delivering the most efficient care.  Given that…

Document Solutions from Salesforce and Titan

Salesforce Document Storage Features & Tools

Just last year (2023), Adobe Acrobat conducted a survey among users and reported that 48% of coworkers are unable to quickly find the documents they need to perform their jobs well. That’s almost half of the studied population needing help. By upgrading the way employees work with files, either with Salesforce or a third-party app, businesses can…

Software for Public Sector Organizations

Guide to Salesforce Government Cloud

Salesforce Government Cloud is designed to support organizations operating in the public sector. That’s right, Salesforce provides a super secure and compliant platform that allows organizations to maximize their return on investment in technology with these key results: With these digital improvements, organizations support citizens with better programs and systems while still complying with strict regulations. So, join…

Salesforce Features for the Automotive Industry

Guide to Salesforce Automotive Cloud in 2025

Salesforce’s Automotive Cloud has features powered by artificial intelligence (AI) to help a range of companies in the automotive industry, such as: Driver 360 from Automotive Cloud is well known for assisting these types of companies when it comes to managing their customer and vehicle data. One of the ways it does this is by speeding up…

Salesforce Solutions for Predicting Sales

Sales Forecasting: Methods & Steps for Success 

Although each business has its own, custom way of working, generally product and sales teams are responsible for generating sales forecasts. These predictive reports enable teams to confidently manufacture products in time to accommodate customer demand. And for the sales team, a forecast gives them a target to reach for converting leads into customers.  However, a sales…

Elevate Customer Experiences with Titan and Salesforce

A Guide to Automated Customer Service

The purpose of automating customer service tasks is to elevate experiences for customers while giving employees time to focus on higher-level projects and goals. Some repetitive customer service tasks begging for automation and digital processes include: With reliable automation tools and software, customer service teams upgrade their processes to digital ones. It’s a necessity in this era,…

Salesforce & Titan for Supporting Sales Tasks

What is Sales Operations? A Complete Guide

We understand in the world of generating revenue, closing a deal with customers is more important than manually entering data into Salesforce, or sending an email to follow up with a lead. These examples of manual and repetitive administrative tasks usually get left behind as sales representatives are focusing on higher-priority tasks, like selling products and services…

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