Transform Business with Document Generation
Learning Objectives
After completing this unit, you’ll be able to:
- Explain how OmniStudio Document Generation delivers digital transformation.
- Describe document generation benefits across different industries.
Digital Transformation at Cloud Kicks
Cloud Kicks has undergone a significant transformation with the adoption of the OmniStudio Document Generation solution. Candace, the sales rep, notices a big change in how her team works and how much more productive they are.
So what does digital transformation at Cloud Kicks look like?
- Omnichannel: Customers use portals, mobile apps, chats, and other emerging technologies to self-serve with Cloud Kicks, and they use their device of choice. All channels are connected because customer data is centralized in Salesforce. This ensures a uniform and integrated experience across different channels.
- Automation: With OmniStudio Document Generation, Cloud Kicks has automated key business processes like proposal generation and template creation. This has increased efficiency, empowered the sales team to close more deals, and enabled faster onboarding of new customers.
- Speed and accuracy: Proposals and other complex documents are generated in a matter of minutes.
- Consistency: Since the documents used in document generation are based on preexisting templates, Cloud Kicks has full creative control over the final product's look and feel.
- Version Control: Document generation keeps track of all changes to a specific document by maintaining multiple versions of document templates.
Candace’s team spends less time and energy laboring over documents and more time winning deals and strengthening customer relationships!
Digital Transformation with OmniStudio Document Generation for Other Industries
Digital transformation isn’t just about rolling out new software. It’s about enabling organizations to streamline business processes through digitization and automation.
Various industries can transform their business digitally and benefit from OmniStudio Document Generation.