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“Customers are definitely impressed when they get a sales quote in PDF format straight from my iPhone. It only takes me a couple of clicks.”
Breton Hornblower
Regional Account Manager, Finnzymes
Regional Account Manager, Finnzymes
Driving sales with the WOW! Factor: Conga Composer lets Finnzymes generate and email PDF sales quotes direct from Salesforce on an iPhone in real-time
Challenge
Account Managers for bio-tech supplier Finnzymes want to send PDF quotes while they meet with a customer. This allows them to be extremely responsive and reduce the overall sales cycle time. Furthermore, the reps travel light, so they need access from a mobile device.
Solution
Conga Composer Direct–to-Email solves the problem:
In 1 step, Reps generate complex sales quotes, pulling data from multiple SalesForce.com objects
The Quote is output directly to PDF format. No need to manually convert a Word doc to PDF Format
The quote is automatically attached to an email and logged in Salesforce.com
The entire process runs on an iPhone and Mac OS X.
Results
Prospects are amazed when Finnzyme reps send quotes in realtime wirelessly from a Trade Show floor.
Sales reps know they’ve closed the loop with their customers while the sales opportunity is fresh in their minds.
The seamless process ensures all quotes are captured in SalesForce. Reps don’t have to upload the final document.
3 Minute Product Tour
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