Salesforce.com is the worldwide leader in on-demand customer relationship management (CRM) services.
Drawloop Technologies is a certified solutions partner of Salesforce.com. Our product provides custom integration with Salesforce.com. Some Salesforce.com customers include:
- 1913
- 24-Hour Fitness
- ASCAP
- AussieHQ
- Aurora Lifetools
- CenturyTel
- CheckWriters Payroll
- Comfort Care & Resources
- Dun & Bradstreet
- Global Exchange
- Greenlight Titles
- IntraLinks
- Lynguent
- Miller Weldmaster
- Price Pfister, Black & Decker
- ReachForce
- Schneider Electric
- Search Strategies
- Telecom
Automate Documents on Salesforce.com
Merge Salesforce data into Microsoft Word, Excel and PowerPoint files
We understand the investment many of our customers have made to sales automation within salesforce.com, and we are committed to providing smooth integration between our document automation service and your salesforce.com account.
Our integration with salesforce.com allows your company to use our services within your account. You can pass data back and forth from salesforce.com into your dynamic document packages (ddps), track activity and/or trigger work flows within salesforce.com.
Feature Spotlight - Web to Lead
Leverage our document automation services to work with Web to Lead (Web to Anything) Salesforce functionality. You can use work flows and outbound messaging to automatically generate a customized document package to be delivered to a customer or prospect. Run a sample now.
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LOOPlus Merge Salesforce data into Microsoft Word, Excel and PowerPoint files With LOOPlus, you can leverage merge fields to automate document creation. Let us help you automate document creation and delivery using any Word, Excel, PowerPoint and PDF files to quickly create one combined PDF. You can dynamically pass data into your documents and package into one PDF file from any Object, including Custom Objects and Product Line Items. |
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LOOP Merge Significantly enhance, compliment and extend Salesforce Mail Merge LOOP Merge automates your existing Salesforce.com Mail Merge Templates, any Microsoft Word, Excel, PowerPoint file or any PDF file. We have streamlined the user experience to allow a user to click a button and then determine how to deliver the merged file as a PDF. You can Email, Email and Attach, Attach Only or send the Mail Merge Document to our free LOOP service where you can add any additional documents to the merged file. |
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LOOP Reports Schedule Salesforce Reports to Send to Any Email Address You can automate and schedule the email delivery of Salesforce reports as one combined file. A powerful feature of LOOP Reports is your ability to dynamically send Salesforce reports into an Excel file allowing you to create any required analytics. The end result is a scheduled email report designed, calculated and structured to meet the unique needs and requirements for your reps, managers and executives. |
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LOOP PDF Quickly Convert and Combine Files to PDF all from within Salesforce LOOP PDF is the easiest way to combine multiple documents into one secure PDF online. Your customer will appreciate receiving one PDF rather than a series of attached files. LOOP PDF automatically attaches the PDF to an email and creates activity events within salesforce.com. |
Need Customization? We offer custom DDP deployments where customers can create custom s-controls and other integrations. Please contact us today to learn more.
LOOP for Salesforce.com Demo (04:39)