When it comes to business tools, organizations can accidentally find themselves with too much of a good thing. 

Employees at large companies are given access to an overwhelming 175 apps on average, often leading to an opposite of the intended effect, forcing workers to duplicate work across multiple, siloed platforms.

For Sales teams, Salesforce has been instrumental in centralizing key information and workflows. When used in tandem with Templafy’s automated document generation capabilities, teams can firmly establish Salesforce as their central post of command in the digital HQ. 

That sales pitch is so last season

In large organizations (and let’s face it, in small ones, too) the information that goes into a sales document is constantly changing. 

Messaging, disclaimers, templates, pricing, and more — not to mention all the data relating to individual customers or accounts — can change from day to day, and keeping track of it all can seriously slow down the document creation process. 

Perhaps that’s why more than half (54%) of workers say they’re often not confident they’re using the latest company-approved content, and 68% said reviewing and policing content is the most important part of their job. 

Still, a shocking 94% (!) said they find mistakes and errors in content after it’s already been approved, and 33% said that more than half of the sales pitches their team prepares make it to prospective clients containing inaccurate or outdated information.

Without a centralized, standardized workflow, teams waste huge amounts of time compiling and reviewing business documents — and unfortunately, the results don’t seem to justify the effort. 

Templafy + Salesforce = single source of truth

Used together, Templafy and Salesforce can help client-facing teams produce business documents 30% faster by automating document creation, connecting approved content, and streamlining how documents are saved and shared. 

Salesforce is the natural owner of all client and account data, while Templafy’s next-gen document generation capabilities make workflows more efficient, ensuring all materials are up to date and on-brand. 

Now, users can access Templafy’s template library directly within Salesforce, eliminating any need to switch between applications or search for external assets. 

Sales managers can ensure that their teams are always pulling from the most up-to-date Salesforce data and using the latest document templates. Team members can seamlessly create and save documents back to a specific Salesforce contact, opportunity, or account, without ever leaving Salesforce. 

Seamless integration means Salesforce can operate as the single source of truth, creating more efficient workflows and higher-performing sales documents.

Sitting pretty in the Sales Cloud 

Templafy integrates with Salesforce’s Sales Cloud, establishing a document creation workflow that automatically pulls in customer-specific information, ensuring accuracy and efficiency. 

Within Sales Cloud, Templafy can generate all types of documents using customizable corporate sales templates, including: 

  • Pitch decks
  • RFP & RFI responses
  • Project proposals
  • Contracts
  • Quotes
  • Reports with charts and graphs

After a document has been created, users have the option to send them off to their preferred app destination for storing, collaborating or signing.

Join the 300+ enterprise organizations who integrate Templafy into their Sales Cloud. If you would like to find out more visit our Salesforce integration page here, and if you have any questions, please feel free to get in touch with our team.