How Document Generation Can Be Used to Increase Revenue

Document generation is at the heart of any business, whether you are creating training manuals or invoicing clients you will be spending some time compiling documents. Creating documents on paper just no longer makes sense, with having to print copies, go through multiple iterations,? and manually courier them to signers costing money and time. Sales representatives can spend most of their time focused on non-revenue-generating activities such as compiling documents and following up on signatures leaving them little time to focus on those sales-generating activities.?

Digital document generation can improve customer engagement and increase your team’s efficiency. Document generation tools allow your sales team to spend more time on closing deals and less time on creating documents and cross-checking facts and figures. Salesforce document generation tools can be used to create personalized sales proposals using an event-triggered flow so you can save time and produce professional-looking documents.?

Contracts can often be the tedious mammoth time-consuming documents that can benefit the most from document generation for Salesforce. You can create pre-defined templates that generate contracts based on client inputs. Faster contract generation means you can close those deals quickly and move on to the next one. Streamlining your invoicing reduces billing errors and ensures that your invoices are sent timeously leading to quicker payments and improving your cash flow.??

If you’re interested in finding out more about using document generation to increase revenue growth, keep reading. We’ve covered the role that Salesforce Document Generation can play in your revenue growth and a great no-code tool you can use to generate your documents below.?

The Role of Salesforce Document Generation in Revenue Growth

To increase sales with Salesforce doc gen, you will need to choose the right tool. You can choose a native Salesforce doc gen tool or head on over to the AppExchange to scroll through the various Salesforce document generation apps available.?

Here’s how document generation for Salesforce can play a crucial role in revenue growth:?

• Sales teams can create a library of templates including proposals, quotes, and presentations within Salesforce. These templates can be tailored for each customer using an automated flow, this means documents are sent to customers quicker so deals are closed faster.?
• Ensured consistency and compliance by following guidelines and regulatory requirements to create templates. Creating standardized templates maintains consistency across all documents and ensures that all those Ts and Cs are included automatically.?
• Delivering seamless and personalized experiences to your customers by integrating your document generation with your CRM system. Your sales team can track and access related documents and important information to deliver a better customer experience.?
• Data-driven decisions and insights by keeping all customer interactions and information in one place. Teams can track how fast deals are closed, identify bottlenecks, and create sales strategies based on past customer behavior.?
• Enhanced collaboration through centralizing your document creation and management within Salesforce. Keeping your files in one location means that all teams can access the information they need without needing to dig through folders or request documents from people directly.?

To increase your revenue growth you need to empower your sales teams, enhance the customer experience, and ensure compliance. We recommend you leverage Salesforce’s capabilities to optimize your processes and reach your revenue goals.?

Titan’s Document Generation Software for Salesforce

Titan is a no-code document generation tool for Salesforce. This powerful point-and-click automated document generation software will propel your deals to success. Say goodbye to manual paperwork and hello to swift deals by implementing Salesforce CRM document generation software.?

Automated Document Creation Processes for Lead Generation

Your document generation process can assist with generating leads in several ways including prompt follow-ups by delivering the relevant information to the lead quickly,? generating documents in Salesforce to include your lead's latest and accurate details to create consistent and personalized experiences, and nurturing those leads by keeping them up to date with the relevant information as they are guided through the sales funnel.?

Salesforce CPQ Document Generation

Sending out quotes with accurate and up-to-date pricing information is a crucial part of generating revenue. You can create a Salesforce CPQ approval process to ensure your pricing is checked and verified before sending your documentation to clients. Including audit trails and version controls mean that no changes are ever missed if your quote goes through a negotiation process.?

Accelerate Sales with Swift Proposal Generation in Salesforce

After you’ve delivered your winning pitch, you don’t want to keep the client waiting while you draw up the proposal paperwork. Automatically generated sales proposals mean that your pitch is still fresh in the client’s mind when they receive their proposal making them more likely to sign on the dotted line. Your chosen software should include collaboration tools so you can move through the negotiation process and make comments on your proposal document in real-time.?

Boost Sales Productivity with Automated Salesforce Quotes

Sales that generate revenue for your company are what your team should be focused on, not spending hours on paperwork. Automated processes make the document generation process more efficient to save your team time so they can focus on closing deals. Sales teams can make data-driven decisions using your captured CRM data. Implementing an event-triggered flow to send out quotes to clients automatically means your team can be hands-off with the paperwork completely.?

Wrapping Up Document Generation in Salesforce for Revenue Growth

Choosing the best document generation software ensures your document generation process is a breeze to build better relationships with your customers. Combining document generation software with your CRM system means you can read fields directly from your Salesforce objects and display them directly in your documents. Allowing you to personalize your documents and customize them for each client. Extend the Salesforce experience by choosing Titan to increase employee productivity, close more deals with clients, and generate more revenue.?