SlideShare a Scribd company logo
How to Create Quotes
that Customers
Love to Sign on?
Blat-Lapidot
Platinum Partner in Israel
Salesforce Professionals
Business Customers
Consultancy, Implementation & Development
Projects
3
Proud to have leading companies among
our customers
The Needs for Document Generation
• Output document solution
– Quotes
– Meeting summaries
– Contracts
– Service
– Survey
• Built-in solution within SF is limited
• Solution with multi languages support
What we looked for
– Ease of use:
• for the end user and admin (customer)
• for the system integrator (us)
– User friendly for designer
• for the admin (customer)
• for the system integrator (us)
– Support multi languages
• left-2-right and right-2-left
• Use salesforce translation tool
• Create document in multi languages
– Added values
• Built-in solution within SF – no need for coding
• Interactive – more than “Document Generation”
• Zoko is the official Caterpillar distributor in
Israel
• Using salesforce for the last year and keep on
growing with more salesforce solutions
• The main need for
sales team is the
ability to sell from
every place
Zoko’s need for Document Generation
• Support for mobile
• Easy to use (admin and sales team)
• Hebrew support
• Works form every object (not only quotes)
• Conversion rate (up-sell and cross-sell)
Blat Lapidon and Docomotion webinar- Jan 2016
Blat Lapidon and Docomotion webinar- Jan 2016
• The Israeli branch of Dun & Bradstreet
• Using salesforce for 1.5 years
– Sales
– Service
D&B’s need for Document Generation
• Easy to use
• Admin user friendly
• Hebrew support
• Quote document generation
• Replace existing coding based document
generation
Blat Lapidon and Docomotion webinar- Jan 2016
What is Docomotion ?
Docomotion is an innovative platform which
converts operational documents into an effective
and personalized Interactive documents
Docomotion: In Highlights
1. Interactive forms – We are enabling our customers to generate
interactive forms, easily. These forms are used, to update SFDC with
any type of input from the end customer
2. Marketing forms – We are supporting personalized marketing
promotions for purposes such as Up-sell, Cross-sell etc. By that, we
are monetizing the operational documents space, into a marketing
valuable space
3. State of the art “Documents Generation” solution – we are
providing all the capabilities exist in top leading Documents
Generation solution with an extra Ease-of-use, all the way
• Experts in cloud software solutions for Document Automation &
Generation
• Subsidiary of Autofont group of companies, established in 1991
• 20 Employees with headquarters in Israel, and a US office
• An official Salesforce OEM partner
• Expertise in wide range of verticals
Docomotion: About Us
Product Demo
Coming
version 5.4
Blat Lapidon and Docomotion webinar- Jan 2016
BlatLapidot – All Rights Reserved - 2015
THANK YOU

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find out more about the role of autonomous vehicles in facing global challenges
 

Blat Lapidon and Docomotion webinar- Jan 2016

  • 1. How to Create Quotes that Customers Love to Sign on?
  • 2. Blat-Lapidot Platinum Partner in Israel Salesforce Professionals Business Customers Consultancy, Implementation & Development Projects
  • 3. 3 Proud to have leading companies among our customers
  • 4. The Needs for Document Generation • Output document solution – Quotes – Meeting summaries – Contracts – Service – Survey • Built-in solution within SF is limited • Solution with multi languages support
  • 5. What we looked for – Ease of use: • for the end user and admin (customer) • for the system integrator (us) – User friendly for designer • for the admin (customer) • for the system integrator (us) – Support multi languages • left-2-right and right-2-left • Use salesforce translation tool • Create document in multi languages – Added values • Built-in solution within SF – no need for coding • Interactive – more than “Document Generation”
  • 6. • Zoko is the official Caterpillar distributor in Israel • Using salesforce for the last year and keep on growing with more salesforce solutions • The main need for sales team is the ability to sell from every place
  • 7. Zoko’s need for Document Generation • Support for mobile • Easy to use (admin and sales team) • Hebrew support • Works form every object (not only quotes) • Conversion rate (up-sell and cross-sell)
  • 10. • The Israeli branch of Dun & Bradstreet • Using salesforce for 1.5 years – Sales – Service
  • 11. D&B’s need for Document Generation • Easy to use • Admin user friendly • Hebrew support • Quote document generation • Replace existing coding based document generation
  • 13. What is Docomotion ? Docomotion is an innovative platform which converts operational documents into an effective and personalized Interactive documents
  • 14. Docomotion: In Highlights 1. Interactive forms – We are enabling our customers to generate interactive forms, easily. These forms are used, to update SFDC with any type of input from the end customer 2. Marketing forms – We are supporting personalized marketing promotions for purposes such as Up-sell, Cross-sell etc. By that, we are monetizing the operational documents space, into a marketing valuable space 3. State of the art “Documents Generation” solution – we are providing all the capabilities exist in top leading Documents Generation solution with an extra Ease-of-use, all the way
  • 15. • Experts in cloud software solutions for Document Automation & Generation • Subsidiary of Autofont group of companies, established in 1991 • 20 Employees with headquarters in Israel, and a US office • An official Salesforce OEM partner • Expertise in wide range of verticals Docomotion: About Us
  • 19. BlatLapidot – All Rights Reserved - 2015 THANK YOU