Boost Sales with Document Generation in Salesforce
Media-savvy content creator, with a curiosity for all Salesforce experiences.
As every part of a sales process requires customer interaction and engagement from sales professionals, there is no denying that to increase sales, teams need to be empowered to negotiate confidently and be persistent to close deals quickly with customers.
Reassessing your Sales Strategy
So, are you ensuring that your Sales team has enough time in their workday allocated to increasing sales through customer engagement?
We suggest eliminating dreary manual workflows by automating all your generated documents with Salesforce.
Inspire your Sales team to passionately do what they do best with more time on their hands, which is increasing sales!
This article explores how you can boost your sales with document generation supported by Salesforce and Titan.
Let’s get started!
Titan’s Document Automation for Sales
The Sales industry is constantly evolving, and businesses must keep strategies current to meet these demanding requirements. As a result, it’s crucial to spend your time and resources on increasing sales by smartly automating the creation of your documents for your Sales team.
This might seem like a massive feat if you are far from any digital process, but we assure you it is necessary for whichever industry you work in.
Titan’s no-code document generation form tool can assist your business in streamlining your workflow processes today!
We provide an easy-to-implement platform that integrates smoothly into Salesforce for your custom solutions.
Titan’s Document Generation Software for Salesforce
Titan Docs offers your business the flexibility of generating innovative and branded documents based on your Salesforce data.
But what is document generation? It’s an automated document creation process that can transform your business by speeding up working with documents. With Titan’s document generation features, you get to make a document that is professional and use it to generate future documents to assist your Sales staff.
Here are a few ways that generated documents can elevate the professionalism of your business:
Documents Available with Titan’s Document Automation Software
With Titan, you can create and automate a wide range of document types for your business. These different file types let you cater to all the scenarios you need. Titan supports the following file types: PDF, Microsoft Word, Microsoft Excel, and even HTML pages.
Speed up the creation of your documents faster than ever before! Titan also helps distribute contracts and quotes promptly, which makes the difference between gaining a client, closing a deal, or missing an opportunity entirely.
Use any of the following automated doc solutions to expedite business deals.
Reports
Use Titan Docs to create, manage, and distribute reports quickly. You may even decide to work in batches if you choose.
Personalized Templates
Completely customize any template directly from Salesforce with Titan Docs.
Quotes
Increase your Sales team productivity with automated quotes that will get your products or services out first and fast, ahead of the competition. Additionally, Titan can help your business make more deals with accurate information pulled directly from Salesforce.
Proposals
Use Titan to impress customers by negotiating your offers with precise, accurate, and rapidly generated sales proposals. Our bi-directional data flow with Salesforce boosts your business reputation by eliminating manual errors.
Efficient Workflows
Drive faster review and approval processes for your Sales teams using automated Salesforce document generation with Titan. This automation upgrade allows your staff to focus on actual sales lead generation and follow-ups instead of manual tasks.
We can show you how to achieve these business goals with Titan and Salesforce. Read a bit further as we dive into a few use cases.
Best Practices for Salesforce Users
Do the following tasks keep your Sales team from achieving their sales goals?
These problems can be rectified easily with Titan’s document generation system. Our platform can help your business evolve into a well-run, professional operation. Here are some basic and advanced examples of daily workflows that use Titan and Salesforce effectively.
Pre-Populate Interactive Documents from Salesforce
Titan awards user interaction with all data and fields pulled directly from your CRM platform to optimize document generation for Salesforce. Add any type of no-code field imaginable with our drag-and-drop platform. Here are some of the elements we offer. For a comprehensive list, ensure you get in touch with Titan.
Sign Documents from Salesforce
Close major deals faster with Titan’s electronic signature elements that can be added to your generated documents before distribution. As a result, your customers can easily access and sign your documents with an elevated mobile-friendly experience.
Titan’s Custom Bi-Directional Data Flow Feature
Did you know that Salesforce does not have a document generation function? Why not use Titan as your 3rd party solution?
Titan lets you push and pull documents and data from Salesforce with no code; just clicks! Save your Sales team vast amounts of time with Titan’s real-time Salesforce document generation apps without leaving Salesforce.
Automate Document Generation with Salesforce
We noted above that manually editing, designing, or creating documents in Salesforce wastes time. Let Titan help you automate your document generation with Salesforce. Titan offers an uncomplicated system for endless business implementations, like merging multiple records and documents into a single file.
Contact Titan today for a demo to chat about your unique use case so that we can help customize your Salesforce solutions.
Key Results from Titan and Salesforce
Transform your Salesforce Experience Today
Titan is a powerful platform designed to extend your Salesforce experience, close more deals with clients, increase employee productivity, and generate more revenue. Use Salesforce with Titan for document generation solutions that reach business goals faster.
We hope you liked our article! We also have a library of tutorials on how Titan can boost your Salesforce system in other valuable ways. Feel free to visit our YouTube channel for more information.
Alternatively, contact us on our social media links below to schedule a demo. We would love to hear your thoughts!
We look forward to hearing from you soon!
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.
