Streamline Communication with Document Generation for Salesforce

One of the biggest downfalls for most businesses is a lack of communication. You need to ensure that everyone is working together towards a common goal. Communicating sounds easy enough, so why streamline processes to do with all things communication? Well, you can eliminate redundancies, you know, like that time you got 6 different emails all saying the same thing. Make better decisions faster; when information is flowing freely you can access the data you need quickly. Bad communication can lead to sitting in endless meetings that could have been an email, by freeing up more time you can focus on being more productive and not watching precious time tick away while that one coworker won’t stop asking questions. Sick of getting mixed messages? By sending out documents that follow consistent formatting you can clear up any confusion and ensure that everyone is working towards a common goal. So why not save time and money by ensuring that everyone is on the same page? By everyone, we mean your employees, stakeholders, suppliers, third parties, investors, and customers.You can streamline communication with Titan for Salesforce, a powerful platform that offers a drag-and-drop interface which means anyone can use it to create important documentation without having to watch endless YouTube tutorial videos.

Using Salesforce Communication

So you’re probably thinking “Why should I use Salesforce and related tools for communication? That’s only for customer relationship management.” While you’re on the money with that, Salesforce does offer various communication tools that can help you streamline the communication process. If using Salesforce seems daunting why not try a fully integrated and easy-to-use third-party app? 

Salesforce Communication Tools

Salesforce does offer a variety of communication tools and enables you to integrate with third-party Salesforce apps for communication to enhance the process and more importantly streamline it. Here’s a quick overview of a few Salesforce communication tools and how you can complement them with third-party apps.

  • Chatter is an internal social network that Salesforce uses for collaboration and communication amounts employees. You get features like file sharing, mentions, and group discussions.
  • Use the Salesforce Marketing Cloud to design and automate your marketing materials as well as segment your audience.
  • Bringing email, calendar, and CRM together; Salesforce Inbox makes email tracking, engagement, and scheduling easy.
  • The Social Studio helps you to manage and engage with your audience via social media. You can schedule posts, monitor conversions, and analyze your social media performance.

Of course, these are just a few examples so make sure to check out Salesforce for more options and information.

How to Streamline Communication

Now that we have all these tools at our fingertips, it’s time we got down to how to go about streamlining communication. Firstly, you need to look at how you are currently communicating. Make sure you identify any pain points, and bottlenecks and identify where communication is breaking down.

Think about what you want to achieve by streamlining the communication process, do you want to improve collaboration and information sharing, reduce errors, or make decisions faster? Establish your protocols, how should information be communicated, who should be sending the communication and what tool will you be using. Next, you need to choose your technology wisely, if you choose a tool that is difficult to use then you are going to have a hard time making people use it. Make sure the tool you choose is easy to use and offers all the features you need.

Look at what processes can be automated, if you are being bogged down by completing the same process over and over again how can you focus on the more important things that need doing? Think about how you can store vital information in a central point where team members can access the information they need with ease.

Implement a project management tool to ensure your team stays on track and meets their deadlines, this can help reduce the need for constant status updates and make it clear what team member is responsible for which task.

Make sure you choose the right channel for the type of communication and send important updates via email, and quick updates via instant messenger, and have critical conversations face-to-face.

Clear and up-to-date documentation is key to tracking decisions, project progress, and information dissemination. Documentation ensures that important information is not lost and can be accessed by the correct teams, keep in mind that you will need to restrict access to confidential documentation so there is no chance a certain someone with an inquisitive mind stumbles across information they shouldn’t see.

Make sure you always review your communication process and don’t be afraid to make changes. It’s never fun when what you thought was a brilliant idea turns into a cumbersome task that people sigh at just the thought of doing it, but by changing what doesn’t work you can make sure your communication process is a well-oiled machine.

Streamline Procedures for Documents

Creating documents is a task no one wants to be lumped with, especially when they require you to painstakingly manually enter data page after page. The longer you type in the information the more tedious the task becomes and the more likely you are to make errors. They told you that using a template would make everything easier but boy they were wrong. What if we told you there was a tool that would pull your Salesforce data into the document making the entire process error and more importantly pain-free? Titan offers a way for you to create a template that suits your needs with the option to insert Salesforce data, this means when the document needs to be generated and sent to someone, all you need to do is click a button and not spend hours double-checking data. Titan will automatically pull the latest information from Salesforce into your document which means you can rest assured that your document won’t have embarrassing typos and errors.

The Takeaway

I’m sure we’ve all heard the saying “Assumption is the mother of all mistakes” (in one form or another). Remove room for any of these ‘assumptions’ by making sure you create consistent documentation outlining important details that get everyone on the same page. If you are on the market for a third-party app, choosing Titan means nuking manual paperwork and optimizing your efficiency when it comes to all things communication.

Related Articles

Back to top button