Sales teams are the driving force behind any successful business. They are responsible for generating revenue, closing deals, and maintaining relationships with clients. Nonetheless, to reach the “closed-won” stage, they must first create trust. This implies operating without errors and in an efficient manner. To stay ahead of their rivals and win deals, they require […]

Global CRM Leader, Salesforce, is well-known for its strong security architecture amongst its other innovative functionalities. But sadly, this platform is also not exempted from security breaches and data malpractice.  Despite being an incredibly powerful tool for managing customer data,  some of its security vulnerabilities are inherent in the platform’s benefits itself.  Providing Integration with […]

Process Digitization is a must for businesses in coming years not only to increase efficiency but also to combat economic downturns and resources crisis. But it is surprising to see even in today’s digital age around half of the companies’ staff spend around two hours daily on mundane activities, such as paperwork, data entry, preserving […]

Sales teams are often the first line of contact between a company and its consumers. As such, they need to be equipped with the right tools and strategies to ensure their work is efficient and effective. In the era of digital-first business and stiff competition, it is more important than ever for the sales team […]

In 2023, document automation will be a must-do process in every organization. As generating documents and using them collaboratively from a particular source of truth is an essential aspect of their day-to-day operations, businesses will embrace document automation in the coming year to enhance productivity. Salesforce comprehends this trend and patronizes various document automation tools […]

Quoting process is an integral part of the sales funnel and is crucial to winning a Sales project. However, the quoting procedure is very stressful and time-consuming. And, with most organizations using outdated methods to create quotes, the chances of manual errors and discrepancies magnify. Needless to say, such discrepancies or errors in the quote […]

Investing in Salesforce is a big step towards delivering customer satisfaction and boosting sales for your company. So, maximizing the Salesforce ROI ( Return on Investment) is also crucial to increasing your profit margin.   Given that Salesforce has robust offerings, it sometimes gets confusing to determine how to derive the most out of Salesforce org. […]

Did you know that sales reps spend only one-third of their time on selling?  The Salesforce State of Sales report claims that sales reps are not selling almost two-thirds of their time.  Only one-third of their time is spent on revenue-generating tasks. The rest of the time, they get bogged down by time-sucking tasks like […]

We know creating compelling Sales proposals in business is really crucial to closing deals. Sales reps interact with customers at various levels before sending out their final proposal to seal the deal. Sales proposals are of utmost importance in sales as they are the first customized deliverable that outlines clients’ specific requirements and solutions catalyzing […]

9 out of 10 employees perform at least one task in a day that could easily be automated. Such tasks make employees less productive and more tedious while they also require organizations to pay a hefty amount of money. There are so many workflow tools that could easily automate any such tasks and help your […]

2022 has arrived, and digital transformation has taken the storm in the business world. Every business out there wants to boost productivity and sales without having too many complications. If you are into retail, pharma, logistics, BFSI, Healthcare, or any other industry, you would know how much time it can take to close just one […]

2021 was huge. Not just for Docs Made Easy, but for the innovators in information technology that gave the year a new landscape. The year was full of innovation and great things for us at HIC Global Solutions, creators of Docs Made Easy. It was only possible with the support of our customers that helped […]

Salesforce is the world’s number one CRM software. The platform has greater scalability and scope of modifications. However, many Salesforce users are still not able to use the platform to its full potential.  The CRM platform has a lot of functions and information in your org that sometimes might confuse you a bit. This is […]

Creating good business reports is not a cup of tea for everyone. However, when done correctly, it can help a business know its true potential and can work better for future goals. Good reports in Salesforce help Sales managers understand everything quickly and easily. And, thus, managers can act and analyze based on those reports. […]

If you are still wondering why you should automate your Salesforce document generation process, then you are in the right place. Salesforce Document generation tools not only allow you to create and send different types of documents in a variety of formats, but they help in other ways too. Today, we uncover the top five […]

Organizations all over the world are on the lookout for finding meaningful and agile business solutions. In this new normal world, we know the importance of digital documentation. And, it is going to stay even when we continue in-office work. But, how do we know what solution is meaningful? So, to make things a little […]

Every Sales team wants certain apps that precisely help them with every aspect of their work. And we know how important it is to stand out at work. Humans can do so much, and technology coming together with them empowers their work. Hence, you can help your Sales teams do much better by helping them […]

Invoice, a perfect business document that tells your clients the services they rendered and the cost. It’s a bill! A document that allows your client to know who you are. Also, it enables you to put the best first impression that you’re trying to attain. But how important is it to make your logo, address, […]

If you are a Salesperson, then you must be feeling the pressure of constantly closing deals. The right tools in a business can help you pave your way to success. Also, these tools would help you follow the ABC rule of Sales- Always be closing.  There are several sales tools that help businesses get more […]

Automating your document generation in Salesforce helps you save time and money. However, it has several other benefits as well. If you use a tool for the Salesforce document generation automation process, you can create multiple documents from a single platform. These documents can be welcome letters, contracts, invoices, quotes, agreements, or something else.  So, […]