Automated Digital Documents for Salesforce
Using Zero Code
Resourceful scribe with big ideas, and a passion for groundbreaking Salesforce experiences
Achieving Client Success with Salesforce and Titan
Automatically create, review, approve and sign digital documents using customized templates, push and pull data directly from Saleforce using defined rules with zero code.
How is this achieved?
The power behind having secure, customized forms with extended document generation and e-signature capabilities comes from having the best software solution.
So, with that in mind, let’s look at a use case where Titan takes center stage and how you can make the most of Titan’s suite of products for your business.
Increasing Organizational Efficiency in your Salesforce Org
A fast-growing consulting firm for small and mid-sized organizations meant maintaining excellent longstanding relationships and delivering impactful solutions to overcome significant business challenges, which was integral to this consulting firm.
The consulting firm recently contracted a real estate development company as a client to help them move from paper-based to more innovative digitized processes.
The client’s initial property development application process was very manual and tedious. The Property Developer submits the application via email to an Architectural Review team for approval.
Traditionally, the client’s process was as follows:
Since this was an iterative process done over email and on paper, there were potentially many versions of documents and amendments, causing inefficiency and delays in processing the applications.
Due to its business success and being a trusted partner of Salesforce, the firm was looking for a solution that did not require changes to the customers existing structure and included dynamic features.
After reviewing some of the best doc gen, and e-signature solutions, the firm chose Titan due to its strong integration with Salesforce.
Goal-oriented Requirements to Extend Salesforce Capabilities
The consulting firm identified a need to redefine and automate some of the developing company’s processes to deliver a more intelligent workflow and a connected digital experience.
Listed below are the business requirements that the company needed to meet:
Titan: Developing Solutions within Salesforce for the Future
Using Titan’s suite of products, including Titan Web, Titan Docs, and Titan Sign for Salesforce, the firm has simplified document creation from preparation through to signature. At the same time, it has centralized all documentation for more significant business visibility.
Titan provided the consulting firm with a supercharged solution synched seamlessly with Salesforce.
How did the business ensure its investment in Titan for Salesforce paid off?
Changes to the content within the application are routed in real-time to the Customer and reviewers. This ensures that all applications are standardized before sign-off.
Before, it took weeks to get the applications reviewed, approved, and signed off. The process is done in less than two days without requiring daily reminders to reviewers.
Transformation through Streamlined Salesforce Workflows
Titan creates the best process for their needs
The application is generated automatically with data brought directly from Salesforce. For the real estate developer, Titan configured three contacts related to the account, Customer, Developer, and Architect.
After integrating Titan into their Salesforce Org, the client has a fully automated and digitized process
For the Real Estate Developer, the automated workflow process has streamlined tasks across the plan application review, ensuring a fully digitized system that supports a quicker turnaround time for plans to be approved.
“This new workflow process has given our clients an elevated customer experience and the power to approve, review and sign documents faster with just a few simple steps.”
Think Strategically and Act Decisively with Titan’s no-code platform for Salesforce
Transform your business processes using Titan’s no-code platform for Salesforce, and see how you can use our suite of products to build superior user experiences.
Do not delay. Contact us today to extend your organization’s Salesforce integrations!
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