Top 3 Sales Cloud Processes to Automate: eSignature, Doc Gen, and Customer Onboarding

Speakers

Colin Teubner

Senior Director at Customer Solutions

Ben McCarthy

Founder of Salesforce Ben

Have you ever found yourself saying: ‘there’s got to be a better way to do this’? Or better yet, ‘can I automate this?'”

Automating repeatable, mundane tasks not only helps prevent errors, but also increases productivity so you can focus on more strategic work. In order to remain profitable and competitive in 2024, increased productivity is essential – meaning automation is a must. 

In this webinar, we will dive into the top three Salesforce processes you can automate end-to-end, showing you exactly how to achieve this. Join us as we cover how to:

• Collect signatures on crucial documents quickly and easily.
• Create proposals, quotes, or contracts with the click of a button.
• Simplify customer onboarding with seamless data collection.

Register now to delve deeper into these use cases! Sign Up