How to Accelerate the Sales Process with Document Automation

In a fast-paced sales environment, every second counts. From lead generation to closing a deal, time is a precious asset that can influence your company's bottom line. But what if you could dramatically reduce the time spent on your sales processes?

Well, you can — by including document automation, you’ll speed up your sales activities, improve productivity, minimize human error, and enhance customer experiences. 

What Is Sales Process Automation?

Sales process automation uses software tools, like sales automation software or Salesforce document generation, to streamline routine business tasks like spinning up contracts and emails and automating signatures. 

Intelligent sales automation software can do the heavy lifting for your sales team, taking over time-consuming administrative duties, guesswork, or unnecessary data management activities. 

Adopting sales process automation doesn’t mean you’re dropping personal customer interactions. Instead, it frees up resources so your sales team can spend more time on meaningful engagements and client-nurturing activities. 

Why Your Teams Need Sales Process Automation Now

Post-pandemic, your customers want immediate interaction and fast, consistent, personalized experiences. Yet, your sales representatives aren’t equipped for this level of service. On average, sales reps spend 72% of their time on non-selling activities. 

Sales automation software digitizes the entire process — a dedicated personal assistant who handles your paperwork so you can focus on accelerating your business cycle.

Document Generation Solutions for Sales Process Automation

A sales automation tool integrated with your customer relationship management (CRM) software can generate documents from existing templates with the touch of a button. Using data and product information already stored in your CRM, document fields auto-populate so you don’t have to waste time copying and pasting. 

The technology works from lead qualification to deal closure, generating everything from quotable price sheets to final contracts. Salesforce document generation, in particular, seamlessly integrates with other functions in the system, allowing sales personnel to create documents and get them out the door by simply completing their regular tasks - everything happens in the background. This in turn opens up more time to chase down new opportunities. 

Types of Documents Sales Teams Should Automate

To simplify sales workflows, teams can use sales automation software to generate common documents using pre-approved templates.

This includes a wide range of document types, including: 

• First call decks for contacting new prospects
• Email communications such as initial contact, follow-up, negotiations, and nurturing
• Product Brochures that can be dynamically personalized for the prospect
• NDAs and other contracts that are personalized for the customer 
• Quotes/proposals generated and delivered instantly
• Invoices and receipts
• Account summaries and other notes
• Services contracts with e-Signature to streamline closing

Automation also provides your sales team with status updates (so nothing gets “stuck” in someone’s inbox), brand consistency in all communications, and quicker turnarounds to close deals faster.

Benefits of Sales Process Automation for Documents

While automating everything from customer interactions to extensive reports, sales automation will bring your sales team many benefits.

Get Time Back For Selling

Free up resources by automating your routine document generation, allowing sales representatives to spend more time on revenue-generating activities like connecting with customers and closing deals. 

Reduce Human Error

“To err is human,” especially when repetitive tasks are involved, like drafting multiple individualized agreements. Adopting a sales automation tool not only eliminates the monotony of these tasks; it adds precision to every step of the process, reducing instances where information may be incorrectly copied or overlooked. 

Improve The Customer Experience

Customers today expect immediate responses to their inquiries. Sales process automation combined with your CRM lets you generate proposals or contracts fast, reducing customer wait times and delivering a high-quality experience.

Focus On Making Sales Personal

With Salesforce document generation, sales representatives can create personalized proposals or contracts without lifting a finger. A quick click is all that is required to create a proposal or contract, with individual customer details auto-populated from Salesforce and conditional elements rendered based on your business rules. This personal touch elevates customer satisfaction and provides sales reps with the ability to spend more time engaging with the customer rather than wrestling with paperwork. 

Scale For Success

No matter the size of your business, scaling with sales automation software is a breeze. Create tens or thousands of documents with minimal effort. As your business expands, a sales automation tool supports increased workloads while preserving efficiency.

Spin Up Sales Documents in Seconds

Sales teams have three vital objectives: sell, sell, and sell. What’s not on that list is administrative paperwork. Sales automation software gives sales teams hours back in their day by taking the monotony of writing proposals, contracts, and emails off their plate.

That’s what we’re offering with S-Docs, an industry-leading document automation and e-signature solution purpose-built for Salesforce. 

Are you ready to relieve your sales team of the burden of routine paperwork and get them back out there selling? We’d love to talk to you! Request a demo today and find out how you can give your sales team more time back each day.

How contact center technologies are your shortcut to customer satisfaction

Cutting-edge technology is a game-changer in today’s intensely competitive business environment. With 78% of service professionals saying it's difficult to balance speed and quality of service, contact center automation can be your secret sauce to streamlining the customer service process and transforming customer interactions to deliver a memorable customer experience. 

Business Growth Starts With Happy Customers

Customer satisfaction is no longer just a nice-to-have in today's business landscape; it's an essential component of successful customer relationship management. Your competitive advantage no longer hinges solely on your product or pricing tactics. Consider this data from the 2022 Salesforce Connected Customer Report: 

• 88% of customers surveyed say that they value great service experiences just as much as they value the products they buy.
• 78% say they’ve made a purchase decision based on the quality of service they received.
• 94% say that good service makes them more likely to purchase again. 
• 82% will recommend a company to others based on excellent customer service.  

These survey responses demonstrate how important top-notch customer service is to your buyers - and in service, communication is key. Fast, efficient communication is essential to making service interactions memorable. Yet maintaining quality and speed of service in a busy call center is a challenge, especially during high-volume call times.

Customer Service Speed and Quality: Is it Possible to Have Both?

Walking the tightrope between meeting high customer expectations while providing fast service requires more than just effort — to truly maintain the balance, you need communication automation to simplify customer service processes.

Automating your contact center operations will speed up service delivery in a number of ways. Technology can: 

• Reduce wait times by routing inquiries to the most relevant agents and offering the option of self-service or personalized interactions. 
• Integrate with your customer relationship management (CRM) system for intelligent, fast document generation. 
• Create email templates and fill them fast, with the touch of a button.
• Offer secure, fast, and reliable data processing.

Communication automation helps your call center reach peak efficiency and save money while providing a superior service experience that nurtures customer relationships and nudges satisfaction scores. 

Amping Up Customer Satisfaction With Contact Center Automation

Document automation is one of the ways to get the most bang for your technology buck. You can auto-fill templates with customer data pulled from your CRM and conditionally show/hide data based on customer info, making it fast and easy to personalize your documents. 

Contact center technologies can increase the bandwidth and service quality of your contact center by creating and personalizing communications such as:

• Emails
• Compliance notices
• Coupon offers
• Warranties
• Issue resolution packets

Automating document generation empowers customer service representatives to communicate quickly and accurately, lowering the chance of human error and streamlining workflows. 

Contact Center Automation That Will Delight Your Customers (and Employees)

Let’s look at some contact center automations that provide the most benefits to both your employees doing the tough customer satisfaction work and your customers themselves.

• Customer outreach and response — Use communication automation to personalize emails by autofilling email templates with information from your CRM. This improves the speed of response and keeps all communication consistent.
• Call scheduling — Contact center technologies allow you to schedule calls based on predicted call volume or agent availability. This lets you balance calls among your team members which helps reduce stress on your staff while cutting down customer wait times. 
• Dynamic coupons and offers — Everyone loves a deal, right? Create coupons with your contact center automation software for relevant, hyper-personalized offers you can send through automated communication channels such as push notifications or emails triggered by specific consumer actions. 
• Workflow and document automation — Contact center automation improves the customer service workflow by reducing repetitive tasks and automatically creating documents — minimizing errors and increasing efficiency. As a bonus, your employees can focus on more complex and interesting tasks, increasing their job satisfaction.
• Virtual queuing — No one wants (or likes) to wait long periods on hold anymore. Virtual queuing lets your clients leave their numbers and receive callbacks at a preferred time rather than staying on hold indefinitely. This shows you value their time just as much as they do.
• Salesforce integration — When your platform integrates with Salesforce Service Cloud, your call center agents get a 360-degree view of their customers. Salesforce integrated with document automation simplifies case management and provides a unified customer experience. With Salesforce Service Cloud, you can also create a self-service portal for those customers who prefer a DIY experience.  

Contact Center Technologies Augment the Human Touch

At its core, contact center automation isn’t about replacing human touch points — it’s about augmenting them. Automation speeds up routine tasks and frees up agents' time so they can focus on the human conversation and intervention — the customer service value that is directly tied to revenue.

Automating your contact center may seem like a daunting task. But S-Docs is here to help. Our document workflow solution is built directly on Salesforce, making it easy to turn your contact center into a lean, customer-centric engine, powered by your customer data. Contact us today for more information or to request a demo. We can’t wait to speak with you!

Streamline Government Communication With Document Automation

While the COVID-19 pandemic created significant stress and uncertainty for businesses everywhere, it’s hard to overemphasize how challenging it was for governments worldwide. In addition to managing diametrically opposing citizen demands for masks (or no masks), vaccines (or no vaccines), and lockdowns (or no lockdowns), the government was forced to solve the same problem everyone was wrestling with: how to continue operating when in-person interaction was limited.  

The answer to this problem, as we all now know, was digital government transformation. And though government entities lagged behind the private sector when it came to adopting new technologies, they made significant progress in the years following the pandemic. In the Salesforce 2022 Connected Government survey, 54% of respondents said that since the pandemic, it’s easier to get help from the government online than in person. 

This is great news. Unfortunately, the same report showed that, while governments are embracing digital, the customer experience delivered by government technology is still lacking. This is underscored by data that shows that less than a quarter of digital government transformation objectives are met fully and on time.

The takeaway is that, while governments are making notable progress, the execution of digital adoption is inadequate — and the cost comes in the form of constituent distrust. To rebuild confidence in the public sector, government leadership must focus on investing in government technology companies that offer streamlined, secure, transparent digital solutions that prioritize the user experience.

What is The Digital Transformation of Government?

Digital transformation is a long-term, strategic initiative government entities undergo to convert documents, processes, and communications from paper to cloud-based digital platforms. 

Due to approval constraints and the sensitive nature of the documents and data governments store, they are often hesitant to adopt new technologies. However, increases in cloud security have now surpassed that of traditional paper. In addition to efficiency and accessibility gains, digital transformation for government, or GovTech, provides a safer environment to accomplish the goals of these organizations.

Why is Digital Government Transformation Essential To Building Trust?

Building confident relationships between governments and citizens, partners, and constituents is incredibly important, especially today when government trust in the United States and across the globe is flailing. 

The Organization for Economic Cooperation and Development (OECD) has created a framework to help the public sector understand the drivers of citizen trust. Two of the qualities mentioned in the framework are:

• Responsiveness and reliability in delivering policies and services
• Acting in line with the values of openness, integrity, and fairness

Both of these qualities are quickly compromised by governments using outdated methods of operation like mailing, receiving, and storing printed documents and wrestling with ancient computer systems that are difficult to navigate. Not only do these methods slow government processes and issue resolution, but they also lack the security required for processing, distributing, and storing sensitive data. Misplaced pieces of paper, lost documents in the mail, and confusing webs of online forms that send users across multiple digital channels are the poison that leads many to question the integrity and reliability of government.

Investing in GovTech is the antidote to the disease of mistrust. The data from thousands of citizens across the globe validates this point: In the Salesforce Connected Government report, 87% of those surveyed said that a great digital government customer experience would increase their degree of trust. And an increase in citizen trust impacts whether they vote, share personally identifiable information, apply for benefits, and participate in community engagement.

With streamlined, cloud-based, mobile and tablet-accessible operations, governments can speed applications for aid, automate and personalize responses, and provide fast and easy contact methods for questions and problems — all within a secure infrastructure that locks down data flow, access, and manipulation.

The Hallmark of Digital Government Transformation is Document Automation

Many government technologies can digitize various aspects of citizen support; document automation is a high-impact place to start. With digital documents that can be distributed, completed, and submitted online, public sector organizations have an opportunity to:

• Improve the citizen experience
• Increase sustainability while reducing costs
• Lock-down data security

But document automation isn’t just about creating digital documents; it’s also about automating communication, data entry, distribution, and access so citizens feel confident that they will securely receive what they need when they need it — an essential component of trust. 

5 Document Automation Features That Build Constituent Trust

Government technology companies offer document automation solutions that come in many forms, from tools that have a clunky interface to legacy applications that are incompatible with cloud or hybrid infrastructures. It’s important to choose GovTech that enhances the user experience, eases internal processing, and amps up security. 

Let’s take a look at the features that will deliver the most value to the citizen experience during the journey to digital government transformation.

Fast Document Generation

Quick load times for even large documents (and let’s face it: the government isn’t known for brevity) should be a high priority for any government institution. When constituents or government employees are uploading sensitive or classified documents, a lengthy load time can cause the internet to time out or a browser to go to sleep. This disrupts the process, introducing frustration and a poor perception of government technology. 

Document automation solutions that offer rapid file uploads and one-click document creation make everyone’s job easier, allowing them to get even complex documents uploaded and set up in seconds.

Pixel-Perfect Formatting

When it comes to tax, compliance, and other highly-regulated forms, governments are expected to have every document formatted in compliance with legal requirements. Digital document solutions that provide customizable templates with pixel-perfect control over even the most minute details — the dimensions of a text box, the color of a header, or the layout of tables and figures — ensure that every form is perfectly formatted and print-ready at the click of a button.

Online Applications and Forms

To submit government applications on paper, citizens must go through a tedious process of printing, filling out, scanning, and emailing these forms. In many cases, they may even have to pick the forms up and submit them in person — a tedious process that can even be impossible for individuals who don’t have a personal vehicle or access to public transportation.

Building trust means meeting the people where they are and simplifying their lives. Giving them digital access to applications and forms — with immediate confirmation of receipt — greatly eases and speeds up the process they must go through to submit important government forms.

Approvals with E-Signature

The same principle applies when it comes to obtaining signatures, internally or externally. Waiting for signatures in the mail from either government representatives or citizens creates costly holdups, damaging constituent confidence that benefits and services will be received in a timely manner. 

E-signature platforms accelerate the workflow and keep governments on schedule by providing approvals and confirmations to constituents in minutes instead of days.

Automated Outreach and Follow-Up

One of the hallmarks of trust is openness, transparency, and communication. For constituents, this means knowing if government applications have been received, where they are in the process, and where their approvals stand. Digital government transformation solutions that automate citizen follow-up and outreach can provide this confidence.

• Automated confirmation emails give citizens assurance that their information has been received and securely stored. 
• Automated follow-up communications tell them how their document can be accessed and its status or place in the queue.
• Automated approval or rejection emails, phone calls, and text messages confirm that an application has been reviewed, approved, or rejected, and what citizens need to do next.

Security and Compliance

Cybersecurity is an important concern to citizens who are sharing private, detailed information like social security numbers, income, and banking numbers. To provide the best, most secure experience for constituents, choose government technology companies with solutions that have these features:

• Cloud native — Native integration with internal databases like Salesforce Government Cloud Plus keeps sensitive data secured in one place.
• FedRAMP certified — Check every government security box right out the gate by choosing a cloud solution that is already FedRAMP certified.
• Access control - Governments can define exactly who has access to what data and restrict permission accordingly. This limits the attack surface and greatly reduces the possibility of data leakage.
• Multi-factor Authentication (MFA) — An extension of access control, MFA confirms the identity of every person who logs in by requiring at least two forms of verification.

Choose Government Technology That Delivers A Positive Customer Experience

GovTech has made powerful and important progress in the years following the pandemic. And while the gains in efficiency and access shouldn’t be ignored, the government customer experience still has a ways to go. Investing in government technology that enables citizens to easily, quickly, and securely engage with public services lays the groundwork for equal gains in citizen confidence and trust.

S-Docs is a Salesforce Government Cloud-native solution that gives governments and their constituents the simple, relationship-building digital experience they’re looking for. With one-click document generation, e-signature, and pixel-perfect digital forms, governments can:

• Meet and exceed constituent expectations
• Improve employee productivity and service delivery
• Communicate transparently at scale
• Innovate faster
• Provide greater accessibility

As a trusted partner to government organizations around the globe, we’re here to answer any questions about your digital document needs. Read more about how we support digital government transformation or reach out to request a demo today. 

Communication is a powerful way for nonprofits to amplify their impact and make a real difference in the world. A solid nonprofit communication strategy is about more than getting noticed — it's also about building trust and strong relationships and connecting with the people who matter.

What is Nonprofit Communication?

Nonprofit communication is how a nonprofit talks to and shares information with its audience to spread the word about its purpose, mission, and values. Nonprofits use newsletters, press releases, social media posts, email campaigns, and in-person events to raise awareness and get public support, volunteers, or donations. 

Importance of a Nonprofit Communication Strategy

Crafting an effective nonprofit communication strategy helps nonprofits convey their mission and values and establish strong connections with supporters, volunteers, and donors. Your communication strategy plays a substantial role in achieving goals while streamlining fundraising endeavors. 

Nonprofit Communications Foster Connection

Communication is more than just sharing facts and figures, it's about making real connections. Clear nonprofit communications that tell compelling stories bring your organization and your audience closer together, creating a special bond where everyone shares the same passion for a common cause.

Nonprofit Communications Help You Achieve Your Goals

Nonprofit messages tailor-made for the digital world help you drum up support for your organization and reach your goals. Your message isn’t just about what you're doing; it's about why it matters. Your message is a secret weapon to help you reach your sustainability goals.

Nonprofit Communications Streamline Your Fundraising Efforts

Nonprofit communication for fundraising is the GPS that guides potential donors toward action. Sharing a progress report with your donors can inspire them to donate more — and rally their friends to join the cause. Communication that shows real results and heartwarming success stories is a winning formula that keeps donors excited to be part of your incredible journey for change.

Developing Your Nonprofit Communication Strategy: 5 Steps

Crafting your nonprofit communication plan doesn't have to be an overwhelming task. These five steps will ignite transformative conversations about the problems your organization strives to solve.

1. Determine What Nonprofit Communications You Need

Your specific nonprofit communication strategy might change depending on your organization and what it's about, but most organizations need:

• Donation request emails
• Thank you letters
• Certificates
• Grant applications
• Marketing and promo materials
• Newsletters or blogs
• Internal communications

2. Determine Your Nonprofit Communication Goals & Channels

What do you want your nonprofit's communication to achieve? Do you want more donor engagement, or to spread the word about a new program? Whatever it is, set SMART goals — Specific, Measurable, Achievable, Relevant, and Time-bound — that match up with your bigger organizational objectives and identify the nonprofit communication channels that work best for your audience.

3. Build a Scalable Nonprofit Communication and Outreach Plan

A scalable plan maximizes impact, engages stakeholders, effectively conveys your mission, and scales with your growth. Nonprofit digital transformation is pivotal in allowing nonprofits to reach a wider audience and nurture relationships. Leverage your customer relationship management (CRM) system, document automation, personalization, and persona targeting to build a communication plan that can support your growth and success. 

4. Automate Communications Wherever Possible

Emails, newsletters, and donor requests become monotonous without an automated solution. Document automation saves valuable time and resources by streamlining repetitive tasks like generating donor acknowledgment letters, event invitations, and donor request emails. Automation allows staff to focus on higher-impact activities while ensuring consistency and accuracy in messaging, so the nonprofit can reach a wider audience and foster stronger relationships with supporters. 

5. Build Reporting to Track Results

Don't forget to keep an eye on how things are going! Use the tools in your document automation software and CRM to track your progress and evaluate program effectiveness. Create easy-to-understand, shareable reports for your stakeholders to provide transparency and build trust. 

Boost Your Nonprofit Communication Strategy with Document Automation

Nonprofit digital transformation can seriously level up your organization’s efficiency and impact. Recently, Boys & Girls Clubs of America adopted document automation in their network of over 1,100 nonprofits to streamline membership management and embrace organization-wide document efficiency.

In the past, users had to export Salesforce reports, build documents in Microsoft Word, perform mail merges, and then print or upload them back to Salesforce. The process was time-consuming and laborious.

Boys & Girls Clubs of America solved these problems by adopting and integrating S-Docs with Salesforce. With S-Docs, it can now quickly generate custom documents from Salesforce data and create and share templates throughout the organization. Employees save time generating custom documents like thank-you letters to donors, licensed childcare forms, membership applications, and cards so they can spend more time on what matters: the kids.

Effective Nonprofit Digital Transformation with S-Docs

The way to up your nonprofit communication game is with S-Docs document automation. S-Docs seamlessly integrates with Salesforce to automate all kinds of documents, from grant proposals to emails to thank-you letters for donors, taking over the tedious paperwork tasks that eat up your time. 

Powerful and secure, S-Docs keeps your data safe while it works hand-in-hand with Salesforce, saving you time by pulling all the information you need for documents in a flash.

Are you ready to find out more? Request a demo today. We look forward to hearing from you!

Customers today can buy nearly anything they want online, bypassing contact with your company’s representatives. But when it comes to support — say, their TV or washing machine no longer works — they’re going to turn to your field service team for assistance. 

In many cases, your field service employees represent the only face-to-face contact customers have with your company. Since 94% of customers say that their service experience directly influences their decision to buy from a company again, field technicians carry a lot of responsibility to meet customer expectations. 

And customers expect a lot. Field employees must be available quickly and be able to do an entire job on-site, including the paperwork. Customers don't want to wait for a field service employee to get back to their desk to generate a work order, or even wait to download a form on their tablet. 

The Need for Field Service Automation

It’s never been easy to manage documents in the field. In the attempt to avoid multiple trips, many field service teams keep a disorganized stockpile handy — and it’s easy to forget to replenish or keep track of each form.

Of course, many technicians now have access to digital documents, so they should have all the paperwork they need, anywhere they go. Right? 

Well, that may not be the case. 

Not all field service technologies are created equal. Some can have problems synching data between the field location and the office, experience delays in updating information, or have technical glitches with mobile devices. There may be version confusion where the system uses out-of-date templates, or the user can’t find where the template they need is stored on their device. They also may not have built-in automation that updates document fields with CRM and operations systems. 

This could lead to customer delays as well as sales, service, and billing delays, slowing the pace of business and affecting revenue. With field service document automation, your systems are synced up across the board, from the office to the field and back. Both you and your customers can feel confident that documents are accurate, secure, and available.

Types of Field Service Documents

Field employees need immediate access to any document that will help them perform their job, document the details, and bill for it. Some types of field service documents include: 

• Work orders that detail the tasks scheduled to be performed
• Contracts that list the terms and conditions of the job
• Service reports filled out after the work is completed
• Requisition forms for parts or tools needed to complete the work
• Other documents like inspection forms, checklists, proposals, and quotes for additional work.

Basics of Mobile Document Automation

Mobile document automation is a technology that enables field service employees to automatically create, modify, and send documents from mobile devices like tablets or smartphones while on a job site. In fact, mobile technology operates in much the same way that employees in the office generate documents from their computers. 

Field service technicians use mobile automation technology to capture job details, inventory the parts and equipment used, document the hours worked, then wirelessly transmit it to the office for real-time tracking and accountability. Field service automation technology can also process e-signatures, eliminating the need for paper contracts and approvals. 

Speeding Business with Field Service Automation

Field service automation helps organizations stay ahead of the competition by letting technicians deliver better, more efficient customer service while also enhancing business operations. Automation can improve efficiency both in the field and in the office in several ways:

Better Customer Experience

Automated document generation in the field reduces delays and eliminates errors that occur with non-automated digital documents, like using the wrong version of a PDF or Word file, or submitting documents with incomplete or missing information in fields. It also helps eliminate issues due to illegible handwriting inherent in paper documents. Now, making an update or a change to a work order is as easy as tapping a button. Digital signatures and real-time data updates complete the process for a smooth, frictionless customer experience. 

Faster Billing and Invoicing 

Field service automation enables businesses to get bills out to a customer instantly and start the business cycle faster. Faster billing leads to faster payment, improving cash flow. When your document generation software is integrated into your business software, this kind of automation can also make accounting and data collection in the office much easier. 

Increased Employee Productivity

Mobile document automation allows technicians to spend less time on paperwork and more time on their jobs. They no longer have to hunt down forms because everything is available on their tablet, and each form takes just seconds to fill out. Field service automation cuts down on paper-pushing so field employees are more productive, efficient, and happy with their jobs. 

Fewer Costly Errors and Return Trips

No one wants to get to the job site and realize they have the wrong part because of messy handwriting or an incomplete work order. Automated documents ensure more accurate documentation with required fields so technicians have the information they need to prepare for the job and get it done on the first trip, with fewer return visits. 

More Accurate Forecasting and Budgeting

Complete data collected in real-time from the field increases accuracy in forecasting and budgeting, helping managers plan for future staffing and expenses, and avoid surprises. 

Optimized Scheduling and Routing

Mobile document automation that integrates with scheduling software like Salesforce Field Service GPT lets technicians optimize more efficient routes to their destination, reduce travel time, and maximize the amount of time they spend at job sites. All of this field service management can be done from a mobile device. 

Improved Field and Office Communication

Mobile document automation provides information flow in real-time from the field to the office with no lag time. Everyone has access to the same information and stays on the same page, which helps decision-making.  

Easier Cross-Selling/Upselling

Having document automation in the field helps service reps create contracts on the spot for customers to sign. They can also suggest and pull new documents and contracts for add-on services while they are right there, ready to do the work. This kind of automation helps shift the focus of field service from a cost center to a profit center for the business.  

Work Smarter with Field Service Automation

Mobile document automation has become a major disruptive technology for field service management. With the right system, companies can eliminate manual documents and the downfalls that come with them. Field service automation allows technicians to create the documents they need on the fly, while the home office benefits from real-time data and communication. 

Document automation helps your field service team unlock productivity while delivering prompt, efficient customer service. Companies that leverage mobile document technology can gain an advantage in an already competitive marketplace.

Want to learn how S-Docs and Salesforce Field Service GPT can help your team generate documents anywhere? Request a demo today.

Modern business today moves lightning fast, with information zipping through the internet as soon as you hit the send button. Customers love the speed and ease of electronic transactions. Two-thirds of B2B buyers surveyed say they’ll choose remote interactions or digital self-service over face-to-face meetings.

Yet even in this digital age, paperwork — you know, words printed on actual paper — persists. Many organizations insist on hard copies of sales contracts or wet signatures — a physical signature on a piece of paper — to finalize a deal.

Let’s face it: traditional sales methods and reams of paperwork just don’t cut it anymore. Newer technologies such as e-signatures let you improve sales efficiency in your daily workflow and gain an edge in the marketplace.  

Barriers to Sales Efficiency

In any vertical, it’s already hard enough to close a sale. The last thing you need is to add more obstacles to this difficult process by resisting digitization. A few potential documentation pitfalls can slow down your sales team or even kill a major deal. 

Disorganized Salespeople 

With so much on their plate, it’s no wonder that salespeople today feel disorganized. Keeping track of paperwork and appointments is a lot of work, and juggling several documents at one time between several teams means a greater possibility of missed opportunities, delays, or lost contracts.

Lack of Process and Documentation 

A fast-moving work environment can make it difficult to slow down enough to create sales process best practices, much less document them. Yet without documented processes, everyone on the sales team ends up doing their own thing. It’s vital to have processes and follow them, especially if your industry has extra legal requirements you have to meet, like including certain disclosures in your contracts. 

Poor Follow-Up or Inconsistent Communication 

A poorly documented sales process leads to an inadequate system for following up and communicating with prospects and customers, making it hard to build trust and nurture client relationships. Inadequate follow-up can also result in a contract sitting in someone’s inbox for weeks or months, delaying the completion of a deal.

The Importance of Technology in Sales Efficiency

Technology has revolutionized how all industries do business. It empowers salespeople to connect and engage with customers efficiently, drives lead generation, improves e-commerce and online sales channels, and enables better data tracking and data-driven insights. 

While countless technologies can improve sales efficiency, e-signatures have been a game changer across the board. Here are seven ways that e-signatures can transform your sales efficiency metrics. 

7 Ways E-Signature Transforms Sales Efficiency

• Eliminates process friction — E-signatures cut out the need for physical paperwork and streamline the signing process making it faster to close a deal. This reduced friction eliminates potential bottlenecks that might lead to a frustrated customer or a lost deal.  

• Enables customers to sign from anywhere, on any device — The convenience of e-signatures gives salespeople the ability to expand beyond their local territory and provide a seamless, efficient customer experience. 

• Automates follow-ups and reminders — E-signature software that integrates with your customer relationship management (CRM) platform makes it easy to automate emails and reminders so you can keep deals on track, rather than waiting for that one party who “meant to do it later but forgot.” These help salespeople stay in touch with prospects and keep warm leads warm. 

• Provides templates for the sales team — Your e-signature software should have customizable templates to help speed up document creation and ensure the accuracy of all contracts and enclosures while providing consistent branding across all documents. Software that supports dynamic content allows you to further customize your templates by choosing or excluding clauses or components from your own content library.

• Pulls in data from Salesforce — When you use the Salesforce platform, it makes sense to use e-signature software that’s built on the same CRM that your salespeople use. Software such as S-Sign is already integrated with Salesforce and lets you pull key details into contracts automatically, with no copy or paste required. Having Salesforce autofill the fields speeds up contract creation, so your document is done and ready to sign in record time.

• Reduces typos and errors — Mistakes in a sales contract can result in disputes and even lost sales. E-signature software that automatically completes fields will improve accuracy and reduce typos and other errors while projecting a professional image for salespeople and your organization.

• Gets your contract out faster — All parties appreciate efficiency and speed at the end of a deal. With e-signature software to automate signature collection, you can expedite the signing process to get your contract out the door faster.

A Simple, Modern E-Signature Solution 

Embracing technology isn’t an option — it’s a necessity in today’s business environment. Your customers expect you to accelerate and simplify the sales cycle into a fast, frictionless experience. Give your salespeople an edge with automation to boost your sales efficiency and document creation and make it easier and faster to execute documents and close sales, all while tracking sales efficiency metrics.

E-signatures are transformative by enabling speed, accuracy, and efficiency, bringing order to even the most chaotic sales environment. When you’ve already invested in Salesforce, it makes sense to use e-signature software that’s purpose-built for the platform you use every day. S-Sign is a powerful, secure e-signature solution that provides fast and seamless agreement execution. Since it pulls in information directly from Salesforce, you’ll have all the customer data you need at your fingertips, ready to populate your agreements with the touch of a button. 

It's difficult enough to get a prospect to the point where they are ready to sign. Let S-Sign help you get them over the finish line and make that final signature as easy as possible. Request a demo today and see how S-Docs can transform your day-to-day operations.

September is here, which means Labor Day weekend, pumpkin spice everything, and DREAMFORCE!

S-Docs is a proud Dreamforce sponsor this year, and we’ve got BIG plans in store. Are you heading to San Francisco on September 12-14? Find out how you can connect, share, and learn with us during the biggest software conference of the year.

Experience The Magic Firsthand At Our Booth

There’s no better place to meet the S-Docs team than our booth in the Campground, located in Moscone South.

You can find us between the Sales and Data theaters at Booth #1325 (just look for the sea of blue shirts - they're impossible to miss!).

Stop by for the chance to:

• Talk to product experts, see live demos, and find out how S-Docs helps increase productivity and accelerate success
• Meet our leadership team (including our new CTO Anand Narasimhan - view his webinar here)
• Grab some useful swag (including our famous DocuMINTS) and enter for a chance to win something big!
• Get a sneak peek at our major product update - you don’t want to miss this!
• Enjoy great conversation with a friendly group of people!

We can’t wait to connect with our incredible customers and the trailblazer community in person!

Fuel Your Inspiration With Our Sessions

Dreamforce is the perfect place to learn something new, with over 1,500 sessions and counting - and S-Docs is presenting two of them! You won't want to miss these sessions:

• From Busywork to Sales Mastery: The Impact of Doc Automation to discover how document automation transforms sales operations and turns documents into trusted copilots during the sales process.
  • Details: Tuesday, September 12, 3:30 PM in Theater Three
• Compliance Made Simple: Modernizing Operational Workflows to find out how you can simplify compliance, minimize risk, enhance experiences, and fortify trust with the power of document automation.
  • Details: Wednesday, September 13th, 10:00 AM in Theater Three

When Agenda Builder goes live in late August, be sure to add S-Docs to your Dreamforce schedule!

Join Us Beyond Moscone For Fun Around The City

S-Docs is making a big splash in San Francisco this year, and it’s not limited to Moscone Center!

Join the fun at the awesome events that S-Docs is sponsoring, including:

• Carahsoft’s Public Sector Reception - Kick back after the first day of Dreamforce for great public sector networking opportunities, food, drinks, and live music!
  • Details: Tuesday, September 12, 2023 from 6pm - 10pm at Terra Gallery
• Squivr’s Dreamforce Pickleball Event - Join us for a pickleball tournament and get active in preparation for the second day of Dreamforce!
  • Details: Wednesday, September 13th, 2023 from 9am - 12pm at The Crossing
• SalesforceBen’s ThrillFest - Stop by the happy hour on your way to Dreamfest for drinks, snacks, and arcade games!
  • Details: Wednesday, September 13th, 2023 from 4pm - 8pm at Thriller Social Club

Parties and events outside of the conference can be some of the best parts of Dreamforce, so don’t miss out! 

Experience S-Docs Like Never Before

This year, we’ve been hard at work brewing up something big. Really big. Our biggest product release yet comes out at Dreamforce - and this one’s a game-changer. Get ready to reimagine your document workflows and accelerate success in entirely new ways.

Stay tuned for the big reveal - we’re excited to show it off!

Make The Most Of Your Time At Dreamforce

For seasoned pros and new attendees alike, Dreamforce can be a lot to take in. Ensure you’re making the most of your time at this year’s trailblazer family reunion by following some of these tips:

• Build a solid schedule: Dreamforce is massive and it’s impossible to see and do everything. But if you plan your days in advance around sessions and activities most relevant to your job and business, you’ll get a lot more out of it. 
• Ignore the previous tip: Well, not completely. But some of the greatest opportunities can occur when you step outside your comfort zone and try things that don’t seem immediately relevant. You never know what you’ll learn, so don’t be afraid to join unique sessions that pique your curiosity!
• Connect with the community: Along with being the biggest software conference in the world, Dreamforce is also one of the largest networking events of the year. So don’t be afraid to make new friends - you might be on your way to finding a new client, job, or other exciting opportunity!
• Leverage Dreamforce Bootcamp: If you’re dedicated to honing your Salesforce skills, Bootcamp is the perfect time to fast-track your professional development. From September 9-11, Bootcamp attendees can accelerate the journey to certification with like minded trailblazers.
• Have fun: Dreamforce parties and satellite events are known to be some of the best parts of the conference, so be sure to stop by a happy hour or two! Plus, Salesforce’s HQ city has tons of fun stuff to do, so make time to see the sights!

Connect With S-Docs At Dreamforce!

As a proud sponsor of Dreamforce 2023, S-Docs can’t wait to reunite with the community this September and show off the exciting innovations we’ve been developing this year.

We hope to see you in San Francisco this September!

Great products are shaped by features, UI/UX, security, and more - but they’re made truly exceptional by the communities surrounding them.

At S-Docs, our incredible community is filled with workflow operations experts that span geographies, industries, and job functions (and generate four million+ documents monthly!). This diverse group has ideas to exchange, questions to ask, and expertise to share.

That’s why we’re launching the S-Docs Community, a hub where all S-Docs users can connect and collaborate. We’re excited to introduce this new way to build, learn, and innovate together.

Who Is The S-Docs Community For?

Here’s a quick rule of thumb: If you know about S-Docs, this community is for you!

Whether you’re exploring document automation/e-signature for the first time,  just created your first template, or already streamline your operations with S-Docs, you’ll find value tapping into this group.

Have questions? Maybe you’re wondering about best practices or not sure how to fully use a product feature. Our community’s here to help!

Have answers? If you’re a seasoned S-Docs pro, we’d love for you to join the discussion and share your expertise. You might even learn something new!

Have feedback or suggestions? Share your innovative ideas to help make S-Docs and S-Sign even better. Our products are constantly improved by users like you!

Design an incredible template? Show it off to the community! Get feedback and find out even more ways to create polished documents with S-Docs.

Need inspiration? Come to the community to network, collaborate, and learn new ways to accelerate business results with S-Docs.

The S-Docs Community is designed to help you maximize the value you get from our document automation & e-signature solutions, while helping us improve your experience at the same time.

S-Docs Community Features

The S-Docs Community is a group on the Salesforce Trailblazer Community. If you’re already a user there, you’ll already know your way around.

If not, here’s a quick rundown of what you’ll have access to when you join the S-Docs Community.

Ask Questions

To start leveraging the community’s collective knowledge, you can click Ask a question at the top of the page. This allows you to write a subject and body, add formatting like code blocks, attach images, and more.

Tip: Links to similar questions will appear as you’re typing so that you can maximize your time.

Search For Answers

Everyone’s unique, but our shared curiosity means the acronym “FAQ” exists for a reason. Save time by finding out if your question has been asked before by using the search filters at the top of the community.

Share Ideas & Feedback

If you have ideas, feedback, or want to show off something great you’ve built with S-Docs, you can switch to Post mode in the question interface to start a discussion.

Contribute to the Discussion!

If you’re an S-Docs expert, there’s no better place to show off your prowess than the S-Docs Community. Help other users by answering questions and voting on other great answers. You never know what additional insight you’ll uncover in conversation.

The S-Docs Community thrives on input from great users like you. We can’t wait to see you there!

How To Get Started

The S-Docs Community is open to all today! Click here to access it now.

If you already have a Trailhead account, all you have to do is click Join in the top right to get started.

If you don’t have a Trailhead account yet, signing up is free and easy. Simply click Sign Up in the top right. Once your account is created, you can come back and join the fun!

Join The S-Docs Community Today!

The S-Docs Community is your go-to resource to ask questions, get advice, and discover new ways to maximize the value of your Salesforce and S-Docs investment.

We can’t wait to collaborate with you. Click below to get started today!

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.