Many companies have implemented technologies—like customer relationship management (CRM) platforms, lead funnel strategies, and new communications tools—to accelerate their operations. But they frequently find their approach still requires serious manual effort.
Sales teams, in particular, waste precious time and resources on repetitive tasks and manual data entry when preparing quotes, proposals, and contracts—so much so that sales reps spend only 33% of their time each day actually selling. Key data is often stored in disparate, siloed systems, forcing users to scour multiple sources for the information they need, which they then copy and paste into their documents.
Even if it’s all in Salesforce, crucial account data is spread across different objects (Accounts, Opportunities, Contacts, and custom objects) so that users must constantly toggle between different screens to collect the information they need.
To combat these challenges, sales and sales operations leaders should consider document automation tools, which reduce manual work, improve data quality, and strengthen their brands. Automating time- and resource-intensive processes will allow their teams to work more efficiently, be more responsive to customers’ and partners’ demands, and gain a strategic advantage when it comes to winning new business and maintaining existing accounts.
This guide will highlight seven documents all organizations—regardless of industry, vertical, or locations—should consider automating to:
• Eliminate time-consuming and error-prone manual data entry
• Increase team efficiency and improve performance without requiring additional resources or expenses
• Deliver an exceptional customer experience through easy-to-understand documents, faster negotiations, and a quicker path to adopting the products and services they need.
Automation can transform your organization into a more nimble, productive, and profitable engine. To get the greatest return on your technology and human capital investments, here’s a list of seven essential documents to automate for the greatest impact on your sales velocity and team performance.
Download the full guide here https://conga.com/resources/seven-documents-automate-business-success-ebook