使用 Nintex Drawloop DocGen 或 Salesforce，产量增长 300%
技术
- 分析与建模 - 过程分析
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
挑战
战略增长将案例研究作为其自身和 Salesforce 的销售工具。但该过程缓慢且不可靠，并且并不总是符合 Salesforce 模板。
客户
战略增长公司
关于客户
Strategic Growth是一家认证的金牌 Salesforce 咨询合作伙伴，由最初的 Salesforce 咨询组织的成员于 2007 年成立，唯一专注于提供 Salesforce 实施专业知识和最佳实践。我们已经完成了 2,700 多次实施和 190 多次 5 星级 AppExchange 评论——比北美任何其他 Salesforce 金牌合作伙伴都多。
解决方案
战略增长采用了 Nintex Drawloop，它可以自动创建将公司的 Salesforce 数据与自定义模板合并的文档。顾问单击 Salesforce 中的按钮启动流程，Nintex Drawloop 自动使用客户数据填充最新的幻灯片模板，顾问添加任何其他详细信息。
数量效益
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