使用 Nintex DocGen™ for Salesforce 将案例研究产量提高 300%
适用行业
- 建筑物
- 水泥
适用功能
- 销售与市场营销
用例
- 楼宇自动化与控制
- 时间敏感网络
关于客户
Strategy Growth, Inc. 是美国顶级 Salesforce 金牌咨询合作伙伴之一。该公司拥有强大的案例研究生成流程，这是其业务运营不可或缺的一部分。案例研究被用作战略增长和 Salesforce 的销售工具，反映了潜在客户的行业、地区和业务。该公司正在寻找一种解决方案来简化此流程，使其更快、更可靠，并确保符合 Salesforce 模板。战略增长副总裁兼首席架构师 Caleb Sidel 在选择 Nintex Drawloop 作为应对这些挑战的解决方案方面发挥了重要作用。
挑战
Strategy Growth 是美国顶级 Salesforce 金牌咨询合作伙伴，其案例研究制作流程面临挑战。该过程缓慢、不可靠，并且常常不符合 Salesforce 模板。为客户完成 Salesforce 实施后，战略增长顾问将手动填写 Salesforce 提供的案例研究幻灯片模板。这通常是在几周或几个月后完成的，有时没有捕获所有相关数据。如果顾问将模板粘贴到本地 PC 驱动器上而不是下载最新模板，则必须有人以正确的格式重新创建案例研究。该公司正在满足 Salesforce 的案例研究配额，但希望通过消除这些手动步骤来提高效率。
解决方案
为了应对这些挑战，Strategic Growth 采用了 Nintex Drawloop，这是一种文档生成服务，通过将 Salesforce 数据合并到任意文档模板组合中，可以快速、准确且可预测地创建文档。当顾问完成并关闭项目时，他们通过单击 Salesforce 中项目摘要对象上的按钮来启动案例研究。然后，Nintex Drawloop 从公司的 Salesforce 数据库访问客户数据，并立即填充最新的幻灯片模板。顾问提供更多详细信息以完成案例研究。该解决方案可确保顾问始终使用正确的、最新的模板，从而节省时间并提高流程的可靠性。
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