Category: Salesforce

Using document generation from Salesforce for letters and customer correspondence generation is a feature that allows users to generate personalized letters and other types of correspondence directly within the Salesforce platform. Letter generation software provides a way to automate and streamline the process of creating documents, making it easier and more efficient for businesses to communicate with…

Documentation that records the information, processes, and requirements needed to adhere to compliance programs is essential to ensuring consistency in a business or an industry. Compliance documents also serve the purpose of making sure that a company is implementing the proper standards instructed by a compliance program. Let’s Get Started with Document Generation for Compliance Examples of…

Do you need to see your data at a higher level with just a quick glance? Making decisions under pressure and time constraints can be much easier if you use dashboards to display your reports. Investing in tools for document generation in Salesforce that provide easy-to-use dashboards with stunning visuals to display your data is a sure…

Contracts and agreements across all business operations, from sales to legal, are essential for controlling and settling disagreements between one or more parties! Creating clear or easy-to-understand documents helps avoid any miscommunication or conflicts that could result in lawsuits. Ensure you have contracts and agreements drawn up to save your company time and money. Although contracts and…

Events are not just for birthday parties or celebrations 🥳 If your business is conducting team building, company get-togethers, networking events, awards ceremonies, workshops, or even work anniversaries, you could benefit from collecting feedback and evaluations from your attendees. After Event Evaluation Forms: An Official Salesforce Tool The Forms tool can help you seamlessly collect and transfer…

Did you know that you could use web forms to offer downloadable content to your customers and allow them to subscribe to newsletters? The Forms Tool In a Nutshell Forms from Salesforce is a popular tool that can help your customers download digital content through web forms. Typical digital content that businesses offer to customers to download…

Is your business looking for a quick, easy way to create surveys or polls that play nicely with Salesforce? Here’s what you are in for if you choose to go directly with Salesforce! Your #1 customer relationship management (CRM) platform offers Salesforce Survey as a tool to create and distribute surveys. The data retrieved from survey takers,…

Are you looking for a free and easy-to-use online survey tool? What is Jotform used for? Jotform is one of the top suggestions and boasts several templates for every industry. Given that Jotform is a popular and seemingly affordable choice, the question is, does it live up to the hype? And are there any leading alternatives? Read…

Generating your quotes and invoices using predefined templates with Salesforce is a potent way to streamline your sales workflow processes. You can use Salesforce’s dynamic document generation feature to get the job done, or you can try Titan! Titan is an excellent alternative to Salesforce’s document generation! We simplify document generation for Salesforce by empowering you to…

Sales proposals can offer your business so much value. For starters, they provide a professional way to communicate business prices for products and services to customers. A sales proposal is also an excellent opportunity to describe company goals, share vital and engaging information with readers, and a chance to boast about the ROI products and services can…