High Standards for a New Salesforce Org
TLC Klima, a major HVAC distributor in Turkey, was clear on its goal when adopting Salesforce: to empower both its internal sales team and its external network of distributors with a seamless, automated process for creating high-quality quotes and agreements. For them, every document was a critical brand touchpoint, and they needed a solution that could enforce brand consistency for every user, both inside and outside the company.
The Challenge: Complex Needs vs. Complicated Solutions
As a new Salesforce customer, TLC Klima’s vision for a seamless document process hit a significant roadblock. They discovered that their essential documents—quotes, agreements, and delivery notices—required a level of sophistication that standard Salesforce functionality could not support.
Their templates needed to handle complex data by:
· Accessing master-detail and multi-level lookup relationships.
· Displaying dynamic images.
· Applying conditional visibility to individual rows in data tables.
The team quickly hit a wall with Salesforce’s standard tools, which couldn’t handle their complex requirements. As Can Bahtiyar, IT Manager noted, their only alternative was custom development with Visualforce pages. This left them with an impossible choice: either sacrifice the quality of their documents or commit to a slow, expensive, and rigid coding project that would be difficult for their team to maintain.
The Solution: Finding the Perfect Balance of Power and Simplicity
TLC Klima needed a solution that was powerful enough to handle their advanced needs but simple enough for their team to manage without developers. After evaluating multiple options, they found Docomotion was the only platform that delivered both.
- Powerful Features Covered Every Requirement: Docomotion’s automation and workflow capabilities, which TLC Klima cited as the most valuable feature, integrated perfectly with Salesforce Flows. This allowed them to effortlessly handle complex scenarios and fully automate their document processes.
- Easy-to-Use, Code-Free Design: Docomotion’s interface empowered the team to build and manage their sophisticated templates using an intuitive, drag-and-drop editor, completely eliminating the need for developers.
This combination of power and ease made for a smooth implementation. “The documentation and tutorial videos are comprehensive for teams aiming to be self-reliant,” noted Can. “It was considerably easy to get things up and running.”
The Results: Full Coverage, Zero Complications
With Docomotion, TLC Klima achieved its ideal outcome: a robust document generation system that met every requirement without the complexity of custom code.
- Complete Requirement Coverage: Docomotion successfully automated 100% of TLC Klima’s complex document needs, from quotes to agreements and delivery notices.
- Empowered Internal Team: The platform’s ease of use enabled their small, internal team to be completely self-sufficient in building and maintaining their document processes.
- Enhanced Professionalism: By generating high-quality, professional documents automatically, the sales team saves time and elevates the company’s brand image with every customer interaction.
“Docomotion is a robust product with comprehensive features, good level of documentation and quick support response. It was easy to configure and get up-and-running for our relatively small internal team. We are happy with the results.”
— Can Bahtiyar, IT Manager, TLC Klima
The Future
Building on their success, TLC Klima plans to expand its use of Docomotion across the business, starting with Customer Service processes. They also intend to leverage more advanced features like fillable forms and the live editor, ensuring Docomotion remains a core part of their strategy for growth and operational excellence.
