Boys & Girls Clubs of America is a network of over 1,100 independent nonprofit organizations making up more than 4,900 locations that provide mentorship and high-impact development programs to 4 million children each year across America. Their mission: help young people of all backgrounds reach their full potential through caring mentorship, safe spaces, and life enhancing programs.

The Challenge

It all began when Boys & Girls Clubs of America began rethinking how their Clubs approached membership management. 

“All of our Club sites operate independently, meaning there were hundreds of different systems in place for daily operations - but each experienced similar pain points related to how much time their day-to-day tasks demanded,” said Jacky Noden, Senior Director of Product at Boys & Girls Clubs of America. “We needed a way to help them function more efficiently using a single holistic solution, rather than several siloed systems.”

The answer was MyClubHub, a custom member management system built on the Salesforce platform. MyClubHub provides connected member, program, donor, and volunteer management, plus more - which in turn allows staff to spend more time with the kids.

But one efficiency challenge remained. 

“Local Clubs have to print lots of custom documents, including membership applications & cards, donor thank-you letters, and licensed childcare forms,” said Jacky. “Users had to export Salesforce reports, build documents in Microsoft Word, perform mail merges, and then print the docs or upload them back to Salesforce. It was very time-consuming.”

Boys & Girls Clubs of America needed a solution for creating custom documents that would also fit seamlessly into MyClubHub.

The Solution

To solve their document efficiency challenge, Boys & Girls Clubs of America piloted S-Docs 100% native document generation, which allows Club staff to create custom documents in minutes, right from MyClubHub.

"S-Docs helps deliver on the promise of what a CRM is supposed to be, and it saves our Club sites tons and tons of time."

“We initially offered S-Docs for generating and printing membership cards and applications, but after some time, Club professionals started coming up with many more ways S-Docs could help them save time and focus on what really matters - engaging and mentoring the kids,” said Jacky.

Thanks to S-Docs, printing any type of custom document - both individually and in bulk - no longer takes up participating Clubs’ valuable resources. 

"S-Docs’s ability to easily transfer templates across different orgs has been really powerful for us."

“The biggest improvement has been efficiency. S-Docs helps deliver on the promise of what a CRM is supposed to be, and it saves our Club sites tons and tons of time,” said Jacky.

S-Docs also saves time for the Boys & Girls Clubs of America national organization, which typically builds and delivers templates to individual participating Clubs.

“S-Docs really decreases the development time it would've cost to build out this functionality with Visualforce,” Jacky elaborated. “The most unique part of this project is managing so many different environments, since each Club is so unique. S-Docs’s ability to easily transfer templates across different orgs has been really powerful for us.”

"Clubs really enjoy the ability to create their own S-Docs templates and use the product in even different ways."

Since S-Docs is 100% native to Salesforce, it fits seamlessly into different instances of MyClubHub and serves the unique needs of unique Club sites.

Looking Ahead

Boys & Girls Clubs of America initially offered a limited number of S-Docs templates to participating Clubs, but as MyClubHub continued to be adopted by more and more Club sites, ways to save even more time constantly surfaced.

“As we release new versions of MyClubHub, we continue to offer more functionality with S-Docs. While our initial build had 2 prebuilt S-Docs templates, our new version has over 30,” said Jacky. “And Clubs really enjoy the ability to create their own S-Docs templates and use the product in even different ways.”

Ultimately, S-Docs helps deliver on MyClubHub’s promise: helping Club sites operate more efficiently so they can devote more time towards accomplishing their goal of doing whatever it takes to build great futures for America’s kids.

For more information about S-Docs and how our 100% native document generation and e-signature solutions for Salesforce can help your business succeed, contact us here.

Field service is a broad concept that takes many shapes - landscaping, product delivery, utility repair, and more - but each one is united under a common goal: delighting the customer with prompt, exceptional work.

Field service management (FSM) software, like Salesforce Field Service, helps businesses achieve this goal by empowering their employees to do their best work: 

• Contact center agents can respond to requests and create work orders faster
• Dispatchers can more seamlessly manage their technicians
• Technicians have a deeper understanding of the customers that they’re servicing

Source: salesforce.com

All of these optimizations funnel down into better customer experiences. But there’s still something missing. Field service is highly reliant upon documents - work orders, service reports, contracts, and more - meaning great field service depends on the ability to quickly and accurately generate those documents.

You Might Also Like: Document Generation: A Salesforce Org's Best Friend

Most FSM solutions provide rudimentary work order templates, but companies in the business of exceptional field service should consider Salesforce document generation and e-signature solutions for flawless customer experiences that scale.

Let’s take a look at how document generation for Salesforce field service can benefit your employees and customers.

What Is Document Generation for Field Service?

Salesforce document generators accomplish a simple task: automatically inserting your Salesforce data into premade document templates. As trivial as it sounds, the results are usually far from it.

In the world of field service, document generation apps like S-Docs leverage Salesforce Field Service’s 360-degree customer view to let service teams create and deliver personalized, accurate documents at every stage of the service lifecycle. For example:

• Contact center agents can click a button to instantly create and send a work order with all relevant customer information
• Dispatchers can generate and email service assignment letters
• Technicians can generate service reports, collect customer signatures, and email documents - all from a tablet in the field

Document generation apps also allow service teams to be more productive through automation. For example, checking a box on a case can automatically generate and send a work order. Preventative maintenance reminders can be automatically sent after a period of time following utility installation. Tasks that may have taken hours before can be reduced to a few minutes.

With a basic understanding of document generation for field service, let’s take a look at the benefits it can bring to your employees and customers.

How Salesforce Document Generation Improves Field Service

Document generation apps are built to improve field service experiences at every stage, from initial requests to post-service follow-ups. 

You Might Also Like: How To Maximize Value from Salesforce Experience Cloud Sites

Document Generation For Contact Centers

When a customer makes a service request, contact center agents can use document generation to translate that information into a work order and distribute it with a single click. For even greater flexibility, it can even be built into Experience Cloud sites where customers can request service and generate work orders themselves.

Other documents can be built into the service request process, too. For example, if the customer is required to sign off on an upcoming visit, a consent form can be auto-generated and emailed for e-signature. These process improvements can enable contact center agents to field more requests and create work orders with higher accuracy - maximizing their time and your customers.’

Document Generation for Dispatchers

Document generators can save dispatcher time by allowing them to auto-generate job assignment letters and conditionally send them to the correct technician.

The dispatcher can also provide technicians with the latest information about the customer - and their service history - by generating and sending account summaries.

All in all, document generation creates more seamless behind-the-scenes processes for field service teams, which channel into faster resolution times for customers.

Document Generation for Field Service Technicians

With a streamlined pre-service process, service technicians will be equipped to work right away.

When they finally hit the field, the magic of Salesforce document generation really starts kicking in. Upon job completion, the technician can deliver exactly what the customer needs when they need it. This might include a service report summarizing the work done, or an invoice for signature - it can all take place on the customer’s front porch.

You Might Also Like: How To Increase Salesforce User Adoption

This might also mean generating and sending documents externally. For example, a service technician might need to send an application to the local power authority before installing a utility. With document generation, the application can be signed off by the customer and filed before the technician leaves - no waiting around necessary.

Document generation apps also enable service technicians to cross-sell and upsell in the field - it’s easy to generate a new invoice or contract and collect signatures right away.

Seamless Follow-Up

The service lifecycle doesn’t end when the technician packs up and drives away. Your business might want to send follow-up notifications, surveys, or preventative maintenance reminders. All of these can be set to automatically generate and send when a case is marked as complete - or based on any condition of your choosing.

Improve Your Field Service Experiences Today

The goal of great field service is simple: delight the customer with prompt, exceptional work.

While Salesforce Field Service gives teams the tools they need to deliver on this objective, document generation closes the gaps left open and unifies the customer experience into one that will retain for years to come.

Looking to improve your field service document workflows? Look no further than S-Docs, the only 100% native document generation and e-signature solution for Salesforce. S-Docs is faster, more secure, and purpose-built for Salesforce - so your team can get up and running faster.

Contact us today to find out how S-Docs can transform your field service experiences.

There’s no doubt about it: Salesforce CPQ is an exceptionally valuable sales tool.

But its three main functions - Configure, Price, and Quote - have a weaker link: quote generation. Sure, CPQ quoting is a huge step up if your current process looks something like this:

But if you’re looking to extensively customize and automate your quoting process, using Salesforce CPQ with a document generation app is your best bet. Document generators like S-Docs improve CPQ’s functionality in two important ways:

1. They produce more robust, data-driven quotes/proposals/invoices
2. They allow you to automate and scale your entire quoting/invoicing process

Let’s take a look at what CPQ quote templates can do before exploring how Salesforce document generators take the Q process to the next level.

You Might Also Like: How To Get More Value Out Of Salesforce Revenue Cloud

Salesforce CPQ Templates: The Good

CPQ templates are easy to build. All you have to do is choose from a list of preset content types and order them how you want them displayed in your quote.

For example, the appropriately named Line Item content type displays a line items table. The HTML content type lets you insert rich text and field data. The Custom content type even lets you insert Visualforce pages.

All in all, Salesforce CPQ templates are a good way to create accurate baseline quotes.

Salesforce CPQ Templates: The Bad

While useful, CPQ templates don’t provide a whole lot of flexibility. You can only use the preset content types to build your quote, and each one comes with its own limitations. For example, the HTML content type only lets you insert field data from CPQ objects, unless you create a formula field.

Visualforce content grants more room for creativity, but it requires writing Visualforce markup and an Apex controller - quite an endeavor for a simple quote.

The Solution: Salesforce Document Generation Apps

Salesforce document generation apps leverage the strongest part of Salesforce CPQ - its guided approach to configuring complex deals - and take over where it lags behind - merging that data into sophisticated documents.

You Might Also Like: How To Create Immaculate Invoices in Salesforce

Better Customization

Document generators allow you to create documents that fit your business requirements - not the other way around. That means you can pull in data from anywhere in Salesforce and format it according to your needs, including:

✅Merge data from all standard and custom objects
✅Dynamically include/exclude any content based on your business rules
✅Edit document styling from top to bottom
✅Output quotes in your chosen file format

S-Docs lets you deliver professional, on-brand documents that create positive first impressions with your future customers. 

More Powerful Quotes 

Document generation apps are a good choice for businesses that routinely create large quotes with hundreds - or even thousands - of line items. They’re built to handle the most complex documents more efficiently, lowering the chance of running into governor limits and keeping your sales process moving.

Check out this overview for more information about the power of S-Docs with Salesforce CPQ and other components of Salesforce Revenue Cloud.

You Might Also Like: How To Design A Professional Quote In Salesforce

Automated Processes

Scaling effectively requires automating wherever possible, and quoting is no exception. Document generation apps can work with CPQ to generate and email quotes in the background, allowing the sales team to focus on selling.

Integrated Workflows

Quotes are important sales tools, but so are contracts, invoices, and eventual customer communications. Prospects expect a consistent experience across all of these touchpoints, so the most effective sales machines use solutions that fit into larger business workflows.

Salesforce document automation apps drive consistency by delivering pixel-perfect documents through every funnel stage, not just the quoting process. Using one solution for multiple use cases creates better experiences for employees and customers.

E-Signature

Speaking of integrated workflows: signatures tie the final bow atop a variety of sales documents, so it’s important that your e-signature tool works well with Salesforce CPQ.

Document generation solutions like S-Docs offer proprietary e-signature solutions that are automatically integrated into the documents they help create. From prospect to customer, document generation apps accelerate the sales cycle and get deals to Closed-Won faster.

Summing It Up

Salesforce CPQ is a fantastic solution to quickly & accurately moving complex deals forward. Salesforce document generators amplify CPQ’s value by delivering powerful documents at any stage of the sales process, and allow you to automate & scale for the future.

S-Docs: Native Document Generation & E-Signature for Salesforce CPQ

Ready to power up your Salesforce CPQ quoting workflows? S-Docs can help you get it done faster, more seamlessly, and more securely.

As the only 100% native document generation and e-signature solution for Salesforce, S-Docs is purpose-built for the platform you rely on every day.

Interested in learning more? Contact us today to find out how we can help take your sales process to the next level.