TITAN Connects Salesforce Form & Doc Generation for Riskified

Ron Davidson, CRM Manager at Riskified, explained that his company needed to create a quotation with multiple levels of complex data sets pulled from Salesforce. There were many parameters, complex calculations, and formulas required.

For each quotation, the requirement was to show up to seven levels of detailed data sets, which could be integrated into one document.

The challenge meant that no company was initially able to provide Riskified with an accurate solution.

This all changed when Riskified came into contact with Titan. Within a very short timeline, Titan was able to provide the silver bullet and deliver an automated process.

“Titan was able to make this happen within a very short timeline that we had before going live. We got an automated process to save time and ensure the accuracy of every quote,” added Ron.

Titan’s Approach to Expanding Salesforce Solutions for Riskified’s Quotations:

With the Titan solution, Riskified has successfully created quotes on PDF documents, with each document containing data from multiple levels of the quote object. Furthermore, these documents display different quote line items, product details, prices, and more.

“The beauty of partnering with Titan is that, with this one app, we can manage all our form-building and document generation needs,” says Davidson. “With just one click on the relevant record within Salesforce, we can generate the required document, populated with the correct data, showing the different quote line items, product details, prices, and more, aligning perfectly with Riskified’s business requirements.”

“As an eCommerce Risk Management company, data is everywhere. This is why we always have to ensure that we comply with the applicable legal or regulatory requirements,” explained Davidson.

The second challenge Riskified had was connected to the subject of data regulation. According to Riskified’s company standards and compliance with legislation, they wanted to be available for data inquiries from end users.

“Being an eCommerce Risk Management company, we could not risk being non-compliant,” explained Davidson. Therefore, we wanted to create a process in the fastest time possible to deliver the best outcome for our users.”

Riskified required a solution with zero coding that could easily integrate data with Salesforce.

Titan helps Riskified Meet Highest Regulation Standards by Extending Salesforce Experiences

To deliver the highest standard of legal requirements and a wholly exceptional customer experience, with real-time bi-directional data integration into Salesforce, Davidson and his team engaged Titan to build an automated process that eliminates manual data entry and delivers more accessible and faster customer service.

Davidson credits Titan with giving Riskified the ability to provide its customers with a platform that provides exceptional customer service. At the same time, ensuring that consumer data is collected safely and securely.

Reduce Time To Market : The time invested in getting Titan on board has not taken long to pay off since the project could be executed in under three weeks. This is thanks to Titan’s agile and intuitive platform.

Automate Business Processes: The entire quotation process was completely automated. This was with the help of Titan’s efficient suite of products.

Eliminate Manual Errors: Riskified’s quotation process is now unified, organized, and managed in one central location. Errors and mistakes caused by manual calculations of complex formulas have been eliminated.

Comply with New Regulations: With Titan’s solution, Riskified can meet the highest standards to comply with new regulations. This also facilitates transparency with clients.

Secure Data with HIPAA & GDPR Adherence: Adherence to security and compliance requirements, including HIPAA & GDPR. With Titan, all data is accurate and securely archived for use.

The Bottom Line? Maximum Salesforce Efficiency for Riskified

“Titan has allowed us to evolve with the technical processes that help us learn new things and communicate in new ways,” Davidson said, ”with its seamless integration with Salesforce, Titan is at the center of that.”

Interested in learning how Titan can help you get more out of your Salesforce investment?

Request a demo to get started.