The Salesforce admin's guide to Digital Document Transformation
A good document generation app helps standardize document generation processes inside of Salesforce. You’ll gain sales process efficiency that drives Salesforce adoption, helps your sales team close deals faster and improves reporting. But is now the right time for you?
In this Salesforce Administrator Guide you’ll get practical advice on:
Signs your business needs a document generation app.
How document generation can expand the value of Salesforce.
Building a strategy and business use case for a document generation app.
Measuring the ROI of document generation.
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Conga saves us hours per day per user with document generation. Conga was the one missing piece in getting us to scale up!
Keith Lee, Salesforce Administrator & Sales Operations Strategist