CRO Rasmus Jensen to lead session exploring how automated sales processes can drive efficiency and unlock more revenue.
Templafy, the leader in enterprise document automation, today announces continued momentum in its partnership with Salesforce, the world's leading customer relationship management (CRM) platform. After being named ISV partner and listed on the Salesforce App Exchange in late 2022, Templafy will speak at Salesforce’s flagship event in the Nordic region, World Tour Essentials, on Thursday, April 20, 2023, at Copenhagen’s Forum.
Chief Revenue Officer Rasmus Jensen will lead a breakout session on Salesforce Revenue Cloud at 12:20PM CEST which will dive into how automation plays a key role for the modern sales organization. Jensen’s session will also discuss:
- The challenges of leading a commercial organization through today’s dynamic market circumstances
- How Templary leverages Salesforce Revenue Cloud and CPQ to scale nimbly
- How Salesforce CPQ + sophisticated document generation can together power end-to-end sales process automation
In today's unpredictable market, revenue organizations are facing pressure to generate more revenue than ever before while also being pushed to do it efficiently. Meaning there's no choice but to turn to automation as an essential tool to scale
"We know commercial employees' true value is rooted in interacting with people, uncovering how to better solve existing and future challenges, but too often they're forced to limit their time doing this due to other cumbersome tasks like quote and proposal generation. By automating these components of the job, sellers get back hours each week to consult and value add for customers,” said Rasmus Jensen, Chief Revenue Officer at Templafy.
The shared effort to streamline work for revenue organizations began when Templafy launched its integration with Salesforce in 2018. Through this integration, sellers can access company-approved content and templates, automatically build customer-facing documents like pitch decks and proposals with the most recent data and save and send material directly from Salesforce, enabling quicker-built, more accurate client facing sales documents.
As interest in automation and generative AI has ballooned worldwide with launch of OpenAI’s ChatGPT, Templafy has seen increased opportunities around customer-facing deliverable automation, specifically as it relates to increasing efficiency for revenue-generating teams. As Salesforce continues to lead CRM, and data automation becomes even more critical to true document automation, the two organizations continue to find shared opportunities. In March of this year, Salesforce joined Templafy for an event in London where enterprise executives further discussed the possibilities of automation for commercial organizations.
Adam Tekaia, Strategic Executive, CPQ & Billing, Salesforce EU, shared his perspective:
"Document automation is a focus for us at Salesforce because we believe in having an integrated 360 platform for automation. That should include your document generation processes from your contracts and pricing documents through to your client engagements.”
To learn more about Templafy's ongoing work with Salesforce, please visit: https://www.templafy.com/continue-the-conversation-salesforce/
To attend Templafy’s session on Thursday April 20th at 12:20 CEST at Forum Copenhagen, register for free for Salesforce World Tour Essentials Copenhagen.
Templafy’s next gen document generation platform automates all business document creation across organizations to activate and protect brands, drive governance and enable better document creation at any complexity and scale.
We uniquely leverage content enablement technology that intelligently connects content to users where they already work, when it matters most. From immediate access to on-brand company templates directly within Microsoft Office to fully automated compilation of a sales proposal within Salesforce and every content workflow between and beyond, our platform enables employees to create compliant, on-brand, high-performing business documents faster.
Founded in Denmark in 2014, Templafy is an international organization that supports millions of users across more than 800 enterprise customers globally – including KPMG, IKEA, BDO, and more.
With $200m in funding raised, Templafy is backed by industry-leading investors such as Insight Partners, Seed Capital, Dawn Capital, Damgaard Company and Golub Growth.