With Salesforce extending features like Chatter, we have helped our customers transform document creation into a critical part of their social enterprise. We believe that dynamic document creation is one of the most important and critical daily tasks for nearly every business. With Drawloop, our customers are connecting dynamic document creation to Chatter allowing them to connect the enterprise.
When a business adopts dynamic document creation in the cloud, it enables the enterprise to connect all of the activities required before and after the dynamic document package (DDP) is created. Dynamic document creation drives the behaviors required for the business to become a social enterprise.
Drawloop helps drive adoption and improve the quality of data in the social enterprise. By integrating dynamic document creation from within the sales and service clouds, users must go to the platform to create their proposal or quote or contract which insures the accuracy of all data share with everyone in the business. Documents are no longer downloaded trapping critical data on the desktop or within the document itself.
Let’s look at typical example:
“The Sales Proposal”
Most enterprises still expose the template documents of a Sales Proposal to the end user. This allows changes to pricing, customer data and other critical information to be stored outside of the social enterprise. Drawloop challenges this well-established business process and enables the enterprise to connect in new and powerful ways allowing the business to become social with all of its document creation. By making the Sales Proposal a dynamic document package (DDP), the social enterprise can connect and track all of the activity knowing the data is 100% accurate and up-to-date in real time.
Moving dynamic document creation to the cloud results in:
- 100% adoption – docs are created in the cloud
- Data is accurate and up-to-date
- All sales quote and pricing data is captured
- The DDP is stored and feed through the Social Enterprise
- Users can create, modify and share all document creation from any device
Is your document creation social? Take a look at Drawloop to allow your business to work better, together!