More and more companies today are consolidating and standardizing their sales and service processes on Salesforce. In fact, Gartner predicts that Salesforce will become the leading CRM vendor worldwide in 2013. For these companies, priority number one is two-fold – (i) maximize user adoption and (ii) leverage every opportunity for their sales people and customer service reps to perform their jobs solely within Salesforce.
Drawloop’s Document Automation Services accomplish both. With Drawloop, your sales and customer service teams work only within your Salesforce environment and only with your Salesforce data to create, build, manage and store their documents.
Salesforce applications include:
LOOP Plus automates the document creation process by dynamically merging your Salesforce data into one or more document templates via a Dynamic Document Package (DDP).
LOOP Reports eliminates the manual process of distributing Salesforce Reports by automating and scheduling the email delivery of them to any users and/or Salesforce contacts.
LOOP Storage is an alternative solution to store almost any type of documents or media files that your sales or service team members need to access directly in Salesforce.