Streamlining Document Generation for Global Sales

OVERVIEW

Founded in 1965, Netafim is the world’s leading irrigation company, driving mass adoption of smart irrigation solutions to fight scarcity of food, water and land. Combining precision irrigation, agronomic expertise and relentless innovation, Netafim helps farmers across 110 countries to grow more of any crop, in any climate, with less.

CHALLENGES

One of the biggest administrative challenges that Netafim faced was in generating a quote form. Each quote requires information to be extracted from many different Salesforce objects, making it a complex document to create.

SOLUTION

Having heard of Docomotion through its Systems Integrator, Netafim was keen to implement the solution. The Docomotion team was proactive in contacting the company to explain what was on offer, and discuss certain elements that could be tailored to its specific needs.

Over the course of just two weeks, Docomotion worked to understand Netafim’s requirements and to design the quote form accordingly.  As well as quick and easy design, the app enables staff to link forms to several Salesforce objects and present the information in a centralized way within the form. Documents can also easily be adapted to the needs of each country in which the company operates.

“The automation that Docomotion enables is exactly what we were looking for to streamline our document generation process, and make it more efficient,” says Rotem. “With the app, the salesperson simply builds the quote in the system, generates the document with a click or two, and it is sent directly to the customer. Implementation of the app was really quick, and the end product is easy to use.”

RESULTS

Netafim was delighted to roll out its new automated document generation capability when sending a quote to clients in Brazil. From there, Docomotion has quickly become the solution for a variety of business challenges.

Thanks to Docomotion, creating a quote now takes Netafim very quickly, freeing up staff for other tasks. There has also been a marked improvement in the accuracy of the quotes. 

“With Docomotion, it’s easy to create a quote form, and the seamless integration within Salesforce has made it much easier for users to adapt to the tool,” says Rotem. “This efficiency has been a huge win for our sales team. Throughout, the support we have had from the Docomotion team has been amazing – they really listened to our needs, and answer all our questions quickly and efficiently. We have already rolled out Docomotion in Brazil, Turkey and Italy. In 2021, we plan to implement it in Mexico, USA, Australia and South Africa.”

Although it has not been long since the organization engaged with DP Solutions, the partnership continues to flourish with Quarterly Business Reviews at the cornerstone of the relationship’s success. These strategic sessions allow DP Solutions to continue to align with their goals and ensure that the company’s technology grows with them.

DP Solutions and its Confidence Plus Managed Network Services Plan was the perfect fit for this organization, providing them with consistency, confidence and clarity.

Solution

In an initial project, Payoneer implemented Docomotion for 22 forms, including contracts,
Non-Disclosure Agreements, Terms of Use, and other legal data documents. Generated in Word from the contract object in Salesforce, a key feature of the documents enables customers to electronically sign them using DocuSign. Rather than printing out the document, signing and
scanning it or mailing it back to Payoneer, the signed document is automatically returned to Docomotion and the relevant Salesforce object is updated with the data.
Following the success of the first project, a second project was launched covering a further nine forms, including letters to partners, and questionnaires requesting financial and legal information
from customers and partners. Here, business logic implemented in the interactive form enables both the updating of data back into Salesforce, and generation of a PDF containing a summary of
the details collected, that can be sent to the customer at the click of a button. In addition, the customer can fill in data and save it to Salesforce, making it possible to trigger continued data collection, thanks to smart JavaScript engine provided by the Docomotion app.

The app was such a hit that Payoneer soon embarked on an even more ambitious project with Docomotion, regarding client proposals. Based on many complex details synched from Salesforce, the company is now able to generate a branded proposal for each client, containing all the relevant terms and conditions of the proposed deal, and a deck about Payoneer’s services, support and more – all this with minimum manual input by the sales agent.

Result

Payoneer is delighted with the efficiencies and capabilities that Docomotion has helped it to achieve. The app saves the company’s staff a significant amount of time, and the seamless integration within Salesforce enables them to full rely on data held in Salesforce for the most up-to-update position on any customer records. Meanwhile, customers enjoy the convenience of being able to do everything in a single form, rather than toing and froing, and the e-signature functionality.
“With Docomotion, we have been able to streamline document generation across our business, not only saving on time and human resources, but also enhancing accuracy and the experience we give our customers and partners,” says Ariel. “The proposals project was something that we never could have done without Docomotion. All in all, the app has been incredibly easy to adapt to, with a short learning curve that was fully supported by Docomotion’s professional services team.”