Useful Features and Benefits of Salesforce Document Generation Software -

Useful Features and Benefits of Salesforce Document Generation Software

Salesforce document generation software allows you to generate rich format documents by leveraging Salesforce data to create PDF or HTML pages based on templates. It allows users to create, customize, and edit data-driven documents automatically with any salesforce document generation software. It will benefit companies in increasing their business’s competence, dependability, and efficiency.

In this article, We will discuss the useful features of Document Generation and the best ways to get benefits from it.

Useful Features of Salesforce Document Generation Tool

Template Builder

Salesforce document generation app has many pre-loaded template designs as well as a template creation feature that allows you to easily build your own template.  Anyone who needs the tool has easy access to it.

Editing Capabilities

It makes things much simpler if your software has an easy-to-use document editor that allows you to make all essential document settings with a few clicks. Without this feature, you may quickly find yourself tinkering with complex Salesforce platform configurations.

Automation of Documents

Aside from basic document automation, a Salesforce document generation tool can do a lot more to boost document production. Several solutions allow you to automate additional document-related tasks to enhance the document experience.

Such as:

  • Predefining criteria to automatically choose alternative text, pictures, and tables based on document recipients. 
  • Inserting attachments inline or as separate documents using automatic rules or easy selection choices.
  • A workflow step triggers automatic document production.

Benefits of Using Document Generation

Here are a few benefits of Salesforce Document Generation to help your business.

  • Create an automated offer template.
  • Create a responsive template for a client issue/request.
  • Create a presentation for your account strategy.
  • Generate an audit report.
  • In a maintenance report, combine complex data.

Get in touch if you want to learn more about Salesforce products. Also, please share your thoughts on incorporating the Salesforce document generation tool into your business in the comments section.

Boost Up Your Business Conversations With Best Dialers For Salesforce -

Boost Up Your Business Conversations With Best Dialers For Salesforce

Salesforce dialers are the best and most beneficial tools for sales and management teams. It’ll spend less time on phone dialling and boost productivity to obtain more customers and potential for your sales and marketing staff.

dialer for salesforce is a technology or a business tool for making sales calls. The dialers are quite effective for your B2B sales performance and productivity but let us know a few facts about sales dialers before selecting a dialer for your business.

There are three types of Sales Dialers:

  • Click-to-Call Dialer
  • List-Based Dialer
  • Agent Assisted Dialer

Let’s know more about these dialers;


Click-to-Call dialling works as you choose your potential customer, click on their number and call from your laptop, using your Salesforce system or other CRM systems. When you click on the telephone number, you need not worry that the numbers are inaccurate when you dial.

List-Based Dialer

You upload a B2B list of sales prospects into your CRM system through a list-based dialer, such as our Dialer, commonly known as the “Flow Dialer.” When you start calling, you click on the first call number and then proceed through your list one by one, and you don’t have to check the phone on your list. Consider this as the next step from Click-to-Call.

Assisted agent dialer

Either robot or human agents use agent-assisted dialling to navigate the gatekeepers, voices, busy signals, and the incorrect numbers from the sales representative. That allows your sales representatives to focus on sales talks. Once the sales representative is indicating that they are ready for the next chat, the agent dialer begins calling them till they reach a live person. During your conversation, you will be advised by your sales representative that you start ringing back up till the call is over.

Final Words

The appropriate technology for sales involvement can save your B2B sales force time, boost productivity and reduce stress. Mango Dialers is one of the best dialer for Salesforce, created by wahinnovations. Mango Dialer offers quick to set up, easy browsing UIs, preview dialers and predictive dialer functions, and auto dialling software.