Employees in many organizations use Salesforce extensively to track activities, record events, schedule actions, and manage customer relationships. Documents such as proposals, quotes, contracts, and other business communications are key components of those relationships as they often contain customer-specific data that resides within Salesforce. Personalized, accurate documents that are relevant to each customer’s unique situation build trust and engagement, leading to increased revenue and business growth.

This ebook covers the four reasons why organizations should replace their manual document processes with simplified, optimized and automated versions from Xpertdoc for Salesforce. It also highlights the benefits for companies implementing, within their existing CRM environment, a powerful and user-friendly document generation and document automation solution like Xpertdoc.