Nintex > 实例探究 > 使用 Nintex Drawloop DocGen 或 Salesforce，产量增长 300%

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

客户

战略增长公司

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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。

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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。

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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。

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运营影响

The adoption of Nintex Drawloop has significantly improved the case study production process at Strategic Growth. The process is now faster, more accurate, and more consistent. Consultants no longer risk using outdated templates, and the time wasted in recreating case studies in the correct format has been eliminated. The solution has made case study generation so convenient and reliable that there’s no reason for a consultant not to do it and do it right. The results are accurate and predictable. The increased efficiency has led to a surge in case study production, far exceeding the Salesforce quota. This has equipped the sales team with better-targeted case studies, potentially leading to more sales. The company also shares these case studies with Salesforce, equipping their sales people and leading to more promotion of Strategic Growth’s services.

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数量效益

Case study production increased by 300%
Consultants always use up-to-date templates
Process became faster, more reliable, and more predictable

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