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Nintex Drawloop DocGen with Salesforce

Introduction

Industry

Event Management

Products

Sales and Service Cloud

Capabilities

Build and Implement

Our client is an event management company that organizes 5-7 events a month for an average of 500-10,000 attendees. They had to create, print, and email various documents, such as event invitations, itineraries, invoices, notices, and reports. Currently, they have to customize everything manually for each person, which is a time-consuming and complex procedure. They are using Salesforce for managing events and people data and wanted to organize the system for the documents.

Project Challenges

They were facing the challenges in:

  • Challenge in creating personalized documents: The client has to create the same document and customize it according to each person receiving that. It was a massive challenge as it is difficult, time-consuming, and requires high manual efforts to achieve this kind of personalization.
  • Managing different types of documents: They have to create different documents, such as invitations, itineraries, invoices, notices, and reports. Having customized templates for each document according to the end client was a challenge as they have different formats such as PDF, Word, and PPT. Also, it wasn’t easy to keep track of all the documents created.
  • Time-consuming and expensive bulk invites: They managed events of over 10,000 invitees, and one of the significant challenges was keeping track of the emails and responses. The invite emails were managed on some other marketing tool which was expensive and difficult to manage.
  • Invoicing and Time Constraints: Once the event was complete, they started the invoicing process manually managed by their operations and accounts department resulting in delayed payments and a lack of management.
  • High errors: Each of the points mentioned above indicates the client relied heavily on manual efforts in every process they follow, resulting in various errors in the documentation, such as spelling mistakes, wrong emails, and invoicing errors. 

                    Image of Case Study Challenges

Project Challenges


                    Image of Case Study Challenges

They were facing the challenges in:

  • Challenge in creating personalized documents: The client has to create the same document and customize it according to each person receiving that. It was a massive challenge as it is difficult, time-consuming, and requires high manual efforts to achieve this kind of personalization.
  • Managing different types of documents: They have to create different documents, such as invitations, itineraries, invoices, notices, and reports. Having customized templates for each document according to the end client was a challenge as they have different formats such as PDF, Word, and PPT. Also, it wasn’t easy to keep track of all the documents created.
  • Time-consuming and expensive bulk invites: They managed events of over 10,000 invitees, and one of the significant challenges was keeping track of the emails and responses. The invite emails were managed on some other marketing tool which was expensive and difficult to manage.
  • Invoicing and Time Constraints: Once the event was complete, they started the invoicing process manually managed by their operations and accounts department resulting in delayed payments and a lack of management.
  • High errors: Each of the points mentioned above indicates the client relied heavily on manual efforts in every process they follow, resulting in various errors in the documentation, such as spelling mistakes, wrong emails, and invoicing errors. 

                    Image of Case Study Solution

Project Solutions

We suggested the client go ahead with Nintex services to fulfill their needs and requirements. We implemented the following solution to overcome the above challenges for our client:

  • Used Nintex Drawloop Docgen:We used the Nintex Robotic Process Automation (RPA) with Salesforce,which helped them create new accounts from excel into salesforce with the help of bots.These workflow bots are trained according to their salesforce data and processes as it memorizes the steps and replicates the same without any command.
VIEW COMPLETE SOLUTION

Project Solutions

project

We suggested the client go ahead with Nintex services to fulfill their needs and requirements. We implemented the following solution to overcome the above challenges for our client:

  • Used Nintex Drawloop Docgen:We used the Nintex Robotic Process Automation (RPA) with Salesforce,which helped them create new accounts from excel into salesforce with the help of bots.These workflow bots are trained according to their salesforce data and processes as it memorizes the steps and replicates the same without any command.
VIEW COMPLETE SOLUTION

Project Result

Witness the increase in productivity and reduction in time upon successful delivery of the project.

Reduced Manual efforts by

60%

Improved Customer satisfaction by

40%


Increased efficiency by

45%


Optimized time management and fast processing by

35%


Client Review

Best Tool For Document Generation

At our company we use the Nintex Drawloop DocGen for Salesforce which really helps automate various things, and allows us to use any existing document templates and customize it accordingly. Seamless bulk invites with email automation. Streamlines the invoice generating method by creating invoice templates according to vendors. Overall, we had a great experience with the Nintex Drawloop.

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