Nintex > Case Studies > Production Grows 300% with Nintex Drawloop DocGen or Salesforce

Production Grows 300% with Nintex Drawloop DocGen or Salesforce

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 Production Grows 300% with Nintex Drawloop DocGen or Salesforce - IoT ONE Case Study
Technology Category
  • Infrastructure as a Service (IaaS) - Cloud Databases
  • Infrastructure as a Service (IaaS) - Cloud Storage Services
Applicable Functions
  • Business Operation
Use Cases
  • Advanced Production Planning and Scheduling
Services
  • Cloud Planning, Design & Implementation Services
  • Software Design & Engineering Services
The Challenge

Strategic Growth produces case studies as a sales tool for itself and for Salesforce. But the process was slow and unreliable and didn’t always comply with the Salesforce template.

About The Customer

Strategic Growth, a Certified Gold Salesforce Consulting Partner, was formed in 2007 by members of the initial Salesforce Consulting organization with the sole focus on providing Salesforce implementation expertise and best practices. We have completed over 2,700 implementations and 190+ 5-star AppExchange reviews – more than any other Salesforce Gold Partner in North America.

The Customer

Strategic Growth, Inc.

The Solution

Strategic Growth adopted Nintex Drawloop, which automatically creates documents that merge a company’s Salesforce data with custom templates. Consultants click a button in Salesforce to kick off the process and Nintex Drawloop automatically populates the latest slide template with customer data, with consultants adding any additional details.

Operational Impact
  • [Data Management - Data Availability]

    Consultants always use up-to-date templates

     

  • [Product Improvement - Flexibility]

    Process is faster, more reliable and more predictable

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