技术
- 分析与建模 - 过程分析
适用行业
- 建筑物
- 水泥
适用功能
- 销售与市场营销
用例
- 楼宇自动化与控制
- 时间敏感网络
客户
战略增长公司
关于客户
Strategic Growth是一家认证的金牌 Salesforce 咨询合作伙伴,由最初的 Salesforce 咨询组织的成员于 2007 年成立,唯一专注于提供 Salesforce 实施专业知识和最佳实践。我们已经完成了 2,700 多次实施和 190 多次 5 星级 AppExchange 评论——比北美任何其他 Salesforce 金牌合作伙伴都多。
挑战
战略增长将案例研究作为其自身和 Salesforce 的销售工具。但该过程缓慢且不可靠,并且并不总是符合 Salesforce 模板。
解决方案
战略增长采用了 Nintex Drawloop,它可以自动创建将公司的 Salesforce 数据与自定义模板合并的文档。顾问单击 Salesforce 中的按钮启动流程,Nintex Drawloop 自动使用客户数据填充最新的幻灯片模板,顾问添加任何其他详细信息。
运营影响
数量效益
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