OVERVIEW
Headquartered in Israel, CloudTech is the leading local provider of implementation and adaptation services for Salesforce public cloud platform solutions, enterprise applications, and helping businesses go live on the Salesforce AppExchange. As a Product Development Outsourcing (PDO) Partner, CloudTech is authorized to develop products on the AppExchange, via ISVs or products from other companies wanting to integrate their solutions into Salesforce’s global ecosystem.
CloudTech leads the cloud business in Israel by providing services and solutions for Salesforce’s CRM system and Salesforce’s platform. In close cooperation with public cloud providers in Israel and around the world, CloudTech has contributed to the success of hundreds of projects. One of a select few Gold-level Salesforce ISV & PDO consulting partners outside Europe and the Americas, CloudTech’s customer base includes SMBs and large enterprises across all sectors and industries.
CHALLENGES
Serving a wide range of Salesforce customers throughout the country, CloudTech solutions including document generation processes, are embedded into each and every customer project. But to keep pace with their fast-growing customer base and more importantly, keeping up with constantly changing digital technologies, document creation soon became a critical USP for the CloudTech sales team. Customer demand for robust and reliable document generation was so great, that customers who once produced documents in a matter of hours, and some, in as long as a few days, could now create, edit and send documents in a mere 35 minutes. But even this was not fast enough.
It came time for CloudTech management team to implement a fully-automated document generation solution and meet customers’ growing demands. “We needed a process that could build a document, any document, in one minute or less,” said Gil Pasternak, EVP & VP Sales & Partners at CloudTech. “We looked for a solution that would enable our customers to create documents with just one click, and where all related Salesforce data would automatically be sent to customers in a matter of seconds.”
Pasternak explained that the ideal solution would also have to save all outdated MS-Word documents, helping to prevent numerous errors and inconsistencies when different versions and templates are used worldwide. What’s more, CloudTech needed to provide a solution that would enable their customers to deploy and enhance their Salesforce document generation capabilities. The greatest challenge was to deliver seamless, fast and easy editing tools that did not require programming skills, and offer full support for all document types, such as MS-Word, PDF and email, with wide and varied HTML5 formats and distribution capabilities – a long shopping list.
“When Cloudtech uses Salesforce, document generation is always an integral part of the system”, said Pasternak. “In order for our customers to be able to generate documents automatically from Salesforce, we didn’t want them to spend valuable time and resources having to work with a standalone solution.”
SOLUTION
When it came time to decide on a viable document generation solution, Pasternak turned to Docomotion, an accredited Salesforce partner marketed on the SalesForce AppExchange. “After an initial meeting with the Docomotion team and a live demo, we were quick to realize that Docomotion was the real deal,” said Pasternak. “Their solution helps empower Salesforce users by transforming document generation into personalized, interactive sales, marketing and engagement channels – and we were convinced from the get-go, that Docomotion would meet and exceed our customers’ demands.”
To best serve CloudTech customers, Docomotion’s Salesforce document generation tools fully automate the entire sales process, helping service and support teams keep a pulse on accounts, and respond faster to customer needs. To further support CloudTech customers, Docomotion’s advanced automated document generation app is embedded into Salesforce, so that users can easily access documents, data and customer account history in real-time. “We were equally impressed with Docomotion’s ability to produce documents with an innovative e-signature,” added Pasternak. “Our customers can now send signed documents to their customers, enable them to approve and sign, and return the documents to the organization, forgoing the traditional process of signing, printing, scanning and attaching documents to an email. Simply put, the time and resource savings cannot be matched.”
“When Cloudtech uses Salesforce, document generation is always an integral part of the system, in order for our customers to be able to generate documents automatically from Salesforce, we didn’t want them to spend valuable time and resources having to work with a standalone solution. Our customers can now send signed documents to their customers, enable them to approve and sign, and return the documents to the organization, forgoing the traditional process of signing, printing, scanning and attaching documents to an email. Simply put, the time and resource savings cannot be matched.”
Gil Pasternak
EVP & VP Sales & Partners
RESULTS
With Docomotion now part of CloudTech’s solution offering, the results speak for themselves. Today, CloudTech customers see and feel the difference Docomotion has made throughout their entire organization. The ability to now create a single document, personalize it, and send it to thousands of recipients, has raised the bar on productivity for virtually all CloudTech customers. “Instead of producing a document for 1,000 individual records every time by entering and recording individual customer data, one click does it all,” said Pasternak. “Our customers’ toughest challenge is to generate business and sales documents that are highly-personalized and professional. With Docomotion, it’s all automatic, all in a single click. It’s fast, reliable – and smart.”
CloudTech customers use a range of advanced automated tools, such as Salesforce Process Builder and Visual Flow, to create and update records, follow-ups, emails, and other sales documents. Docomotion fully supports Process Builder, enabling customers to easily and transparently handle their document generation processes without a single line of code, saving costly IT time and resources.
CloudTech customer feedback was immediate, commenting on how Docomotion changed the way their worked, citing its ease of use, easy onboarding and implementation, and its intuitive, user-friendly tools. For the CloudTech sales team, Docomotion delivered right from the start. The team were quick to add that, “Every sales rep can now generate documents on their own, without IT support, and without interfering with the business process.” Said one sales rep, “With Docomotion, we’ve saved 100% of our time and that means we can concentrate on the real business, closing new deals and enhancing the customer experience.”
“The Docomotion project management team deserves all the credit,” said Pasternak. “They are knowledgeable, skilled professionals who stand behind their product, with strong customer service and support. Our entire team has benefitted from our partnership with Docomotion. Not only have we broadened our offering, we now deliver a winning product as part of our portfolio, with high ROI to our customers.”
