Documents & Electronic Signatures
We Offer Different Salesforce Consulting Services
Salesforce is a cloud-based Customer Relationship Management (CRM) platform that makes sales, service, marketing and more easier for both businesses and their customers. Use the Salesforce applications for small, midsize and enterprise organizations, with a focus on sales and support.
Documents & Electronic Signatures
Specializing in auto generating documents in Salesforce and implementing electronic signature processes!
Generating Salesforce Documents
- Save a LOT of time by generating your merged documents automatically in Salesforce.
- We are pros at developing those cool or complicated proposals, statements of works, contracts, any document.
- Merging data dynamically from Salesforce records onto PDFs, Word documents, Excel.
- We can create the automated processes and custom buttons to auto email or fax out documents in Salesforce.
- We are experts in using RS Documents, Conga, or Drawloop for Salesforce.
- We can hack those quote templates for use of quotes or something other than quotes.
Implementing Electronic Signatures
- Now that your document is generated automatically, lets get it signed quick and paperless using electronic signature process.
- We are a huge fan of making your office paperless and improving efficiency in getting agreements signed!
- We can implement electronic signature processes with RS Signature, Docusign or Echosign for Salesforce.
- We have also developed customized electronic signature processes which can be more efficient and more branded.
- At A5, we are about more than just systems implementation. Our A5 offerings (Audit, Advise, Align, Attain, Assist) span the entire software ownership lifecycle and that mindset permeates each aspect of our service delivery. We understand that most of the work happens around and outside of the implementation and we are happy to guide and assist you each step of the way.
- At A5, with hundreds of sales cloud implementations across verticals, our team of experts understand your complex business processes converting them into simple business solutions to drive your business forward. Our highly certified and experienced team of functional and technical consultants, architects and project managers work with your teams catering to your business needs implementing business solutions using the industry best practices.
- At A5, we utilize a hybrid Agile/Waterfall methodology that allows for and anticipates the learning that often accompanies a deep dive into our Salesforce implementation and enablement. This flexibility allows us to work with you to create a solution that will work for your sales team while creating a high sense of ownership within both the user and admin groups. We follow this up with a rigorous testing cycle to ensure platform accuracy and effectiveness prior to system launch. We’ve found this hybrid approach to be the most successful way to deliver quality projects and platforms to our clients – on time, on budget, and with high adoption.
- At A5, we accelerate your digital transformation thru our breath of services across multiple platforms helping us package customized solutions that will meet all of your business needs.
Contact the digital transformation experts at A5 today to find out how we can guide your business to greater success.
6800 Koll Center Pkwy, Suite 160
Pleasanton, CA 94566
535 Mission St, 14th Floor
San Francisco, CA 94105
Offshore Center of Excellence:
Level 7, Mfar Greenheart Building,
Manyata Tech Park, Hebbal Outer Ring Road, Bangalore, 560045, India