技术
- 传感器 - 声学传感器
- 传感器 - 全球定位系统
适用行业
- 包装
- 零售
适用功能
- 物流运输
- 销售与市场营销
用例
- 智能包装
- 智能合约
关于客户
雅马哈是世界领先的乐器和音频设备供应商之一。他们的产品满足广泛的客户需求,从学生到专业音乐家和唱片艺术家。公司的发展导致其多样化的产品和分销渠道创建了不同的部门,包括 PAC(吉他、音箱、鼓)、乐队和管弦乐队(行进乐队、玫瑰游行)以及键盘部门。每个部门都有自己的一套法律证据和协议,规定其产品的营销和销售方式。这些部门向拥有数十甚至数百家商店或经销商的零售商销售产品。
挑战
雅马哈是一家领先的乐器和音频设备供应商,在管理其法律合同和协议方面面临着重大挑战。公司的发展导致了不同部门的创建,每个部门都有自己的一套法律证据和协议,规定了产品如何营销和销售。这些部门销售给拥有多个商店地点的零售商,使得手动创建文档成为一项复杂且耗时的任务。当国民帐户包含来自多个雅马哈部门的产品时,该过程变得更加复杂,需要每个部门的主经销商协议和法律协议。大量的电子邮件和文件常常让零售商感到困惑,导致文件被忽视或不完整。尽管是 Salesforce 和 DocuSign 用户,雅马哈仍必须走出这些环境来完成文档,从而产生了对文档自动化解决方案的渴望。
解决方案
Yamaha 求助于 Nintex DocGen for Salesforce 来管理整个文档创建过程。该系统允许 Yamaha 直接将 Salesforce 数据合并到文档中,并将单个文档包发送给零售商和经销商。雅马哈开展的第一个项目是自动化信用申请流程。他们创建了一个 Nintex DocGen 文档包,其中包括信贷应用程序和其他支持文档,直接从 Salesforce 提取数据以预填充字段。 Nintex DocGen 还帮助 Yamaha 自动生成、组装和分发主经销商协议 (MDA)、法律协议以及 Yamaha 公司和部门向零售商及其经销商展示的内容。雅马哈创建了一个包含所有必要合同和协议的单一文档包。他们通过内置触发器进一步改进了流程,以便在收到签名的文档包时,父协议和子协议都将自动更新,并将历史记录记录在 Salesforce 中。
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