Unlocking the Power of Salesforce Automation

Salesforce Automation process

In today’s fast-paced environment, Salesforce Automation is no longer a need but a mandatory aspect to keep up with the current digital transformation. To illustrate this briefly, let’s take a look at a one of DemandBlue’s Client who is a leading skin rejuvenating products manufacturer; with a team of 3000 sales representatives. All their products are sold through providers, who are brought on board by sales representatives through a manual contract process.

The Never-ending Manual Process

When it comes to contract process, there is no end for the word MANUAL—keying in the contract is manually entered and shared, every single change is recorded and shared manually, final contract is manually signed and scanned and mailed back. This cumbersome process of sharing and signing delayed the entire process and pulled down the sales team productively. Additionally, it also created complexity in tracking contracts and it’s status.

Radical Shift with DemandBlue’s Salesforce Automation

With DemandBlue’s entry, the entire contract finalization and signing was automated through Salesforce customization and integration. Starting with an initial assessment, the team recognized the client’s major hindrance, which is collecting data from the Salesforce and physical signing of documents. The development team instantly devised a simple, effective, end-to-end Salesforce automation solution by integrating Salesforce with DocuSign. It should be noted that the overall process adhered to the best practices set by the Global Standard for Digital Transaction Management.

DemandBlue’s Salesforce automation system completely automated the data fetching, signing, tracking and maintaining of contracts. The solution was a creation of contract template with all the relevant fields —pulling out required data (Names, PO numbers, etc) from Salesforce that auto-populate in the contract, sending the contract by clicking on any “object,” enabling multi-level signatures of document confirmation mail triggered to stakeholders on signing the contract and setting up a signer preference as the workflow for the contract. Additionally, editable fields are also feasible to enable quick edits as per renegotiations with customers and mobile enablement of the entire workflow. This solution allowed the client to sign documents anywhere, anytime, and on any device.

With the team’s Salesforce automation process, rapid seamless contract closure was achieved which instantly increased the client’s ROI. With DemandBlue, almost 90 percent of the contract was signed on the same day.

DemandBlue – Delivering On Demand Services for Salesforce

DemandBlue is a dedicated Salesforce consultant delivering On Demand Services for Salesforce. On Demand is a one-of-a-kind Service-as-a-Service model where businesses can deploy Salesforce projects without the hassles of costly contracts or complex SOWs; our clients are charged only for the number of hours spent on a project – be it 40 hours of effort spread over a week or two or a 100 hours of effort spread over a period of a month or two, the customer is billed only for what is consumed. Some of the other core benefits of this model include flexibility and scalability to adjust requirements, add or replace new features as per fluctuating business needs among many others.

So what are you waiting for? Join us to explore the endless possibilities of Salesforce Automation. Talk to our Team!

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