Published on May 8, 2023
Salesforce Document Automation in Supply Chain Management refers to the mechanism of utilizing software for the automatic generation of documents like Freight bills, Invoices, Lading bills, Custom forms, Purchase orders, Shipping bills, Proforma Invoices, Dock receipts, and Inspection certificates.
Utilizing the power of Document automation tools in Salesforce, the supply chain industry can enhance its logistics and supply chain management processes within organizations, which results in increased productivity, cost savings, and better customer service.
In this blog, we have outlined some benefits of Salesforce Document Automation by virtue of which you could give a lightning touch to your logistics and supply chain business.
The supply chain industries are growing at an enormous rate, so it became the need of the hour for them to induce salesforce document generation in their respective businesses to remain competitive in the markets.
As per the recent Research and Market report, there will be a market expansion in the Logistics field by 2027 with a growth of 5.7% (CAGR). They believe the logistics industry will skyrocket upto 13326.3 Billion by 2027.
As we know the logistics and supply chain management industry involves the movement of goods and materials from one point to another, involving several processes such as warehousing, transportation, and delivery.
These processes require a significant amount of documentation, which can be time-consuming and error-prone when done manually.
Document automation can significantly benefit the logistics and supply chain management industry by improving efficiency and accuracy in various processes.
1. With automated document generation in Salesforce CRM, businesses can get rid of human labor and promote transparency. It aids in the replacement of paper-based documentation and guarantees consumers have easy shipping experiences.
2. You can even look at cost metric insights to identify forged orders and shipping mistakes, allowing you to make deliveries on schedule. You can only achieve these milestones in Supply Chain Management when you make use of proper document automation tools like Docs Made Easy.
3. You can also streamline your purchase order processing with document automation. Tools like Docs Made Easy can pull data from various sources and populate the purchase order with the necessary information to create a purchase order automatically. This can reduce the time and effort required to create purchase orders, resulting in faster processing and reduced errors
4. Proof of delivery or POD documents are necessary for the logistics and supply chain management process as they confirm that the recipient has received the shipment. Document automation tools can capture delivery information automatically, including the recipient’s name, signature, and time of delivery, and distribute it to the relevant contact in real-time thereby reducing the risk of errors, disputes, and delays associated with manual data entry.
Summing up, the advantages of using document automation with tools like Docs Made Easy are huge in Supply Chain Management businesses.
So, without any delay, visit the Salesforce AppExchange and Install Docs Made Easy to unlock the power of automated document generation in Salesforce today.
Stay One Step Ahead with Docs Made Easy, #1 Best Salesforce Document Generation App.
