Imagine this — you manage a team of ambitious, go-getting salespeople who use Salesforce all day, every day. You can feel the pressure to get deals signed and keep customers happy in the air. The team creates documents, adds e-sign fields to proposals, and closes business like clockwork — except there always seem to be holdups in the process. The repeated need for Salesforce help begs the question — is your team working harder, not smarter?

You’ve most likely heard the saying before.

No matter how cliche it sounds, we all know how frustrating it can be to try and get the help we need, so we can work smarter.

Salesforce help comes in many shapes and sizes. But before you order that copy of ‘Salesforce for Dummies’ that’s currently sitting in your online shopping cart, have you given Salesforce document generation apps any thought?

Sure, document generation may not be the first thing that comes to mind when you think about how your team could work smarter and not harder. So how can document generation provide the Salesforce help your team needs?

Automation, your new favorite word

The secret to getting more things done is automation. If your team has ever asked questions like, “How do I create documents without having to leave Salesforce?” an intelligent document generation software will automate and simplify their lives. Automation maximizes the things your team can get done by automating time-consuming tasks.

Here are a few ways automation delivers Salesforce help:

  • Fewer Distractions: Your team can focus on what they do best — selling — without spending all their time creating and modifying individual documents.
  • Decreased Errors: Say goodbye to mistakes and typos that come from manually inputting information into documents by automating the process.
  • Staying on Brand: With automation, you ensure the logo, font and style of your brand stays consistent across all generated documents.

With a document generation app, some Salesforce help questions resolve themselves. Document generation is one example of how automation can help your team’s new secret weapon to work smarter, not harder.

It’s fast, like lightning fast

You know that frustrating feeling you get when dealing with bulky documents? The spinning wheel or loading bar seems to mock you. When customers expect a quick turnaround and fast results, sluggish speeds can cause your team to reach out for Salesforce help. With a native app that’s built to handle detailed documents, your team can move easily and load docs lightning fast.

Another way to think about what this means — think streamlined. Streamlined by definition is something designed with the intent of having very little resistance and an increased speed or ease of movement. Using document generation as an example, by creating and integrating documents within Salesforce, the process becomes more streamlined and efficient.

These days, everyone wants things to be fast. Food on demand and quick service affect our expectations of almost everything. Adding efficiency and speed to your process should address some of the problems your team experiences and offer the help they need.  

Change can be hard, but also good

If you’ve ever tried to implement change within your team, there’s probably been pushback. Change is never easy, but it does have a way of remedying many issues at one time if done correctly.

Hey, something as simple as a document generation app may be the Salesforce help your team has been asking for, without even knowing it. We all want to work as efficiently as possible. Empowering your team with automation and speedy tools will create an environment where they can work smarter, not harder.

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