Author: amy_we

Titan Platform Overview

Join us on a journey to learn more about Titan DXP Platform via this Webinar from August 2020.This Webinar will overview the following topics: Forms, Document generation, portals, doc Sign.

Salesforce Document Generation Guide

Interactive Document Generation for Salesforce – NO CODE (14082621) If you’ve been looking for a way to generate interactive dynamic Salesforce documents with no coding required, we have the solution.  Data runs our world. If you work for a large company or are self-employed, collecting, managing, and tracking data can require an unmanageable amount of energy and…

Survey Types

What is a survey? A survey is a method of gathering information from individuals. Surveys can be used to collect data from small groups looking to plan a get together and large groups like a population to determine their key characteristics. According to the Anzlic committee on Surveying & Mapping, the history of surveys dates back to…

Salesforce Surveys

Who uses Surveys? Every industry wants to receive feedback from it’s employees, customers, or shareholders. Collecting data and reporting on it in the simplest way possible is essential to any business.  When buying a product or service from a company the customer will often receive a survey asking them if they are satisfied with the product or…

HIPAA Compliance Forms and Documents for Salesforce

The Healthcare industry has come a long way in the last several decades. Everyone can remember walking into their doctor’s office and seeing a room full of files containing all of the patient’s medical history. Waiting patiently for the doctor, they would arrive with a folder containing all your personal information from the time you were born….

Learn How to Boost Your Sales with Salesforce Document Generation

Want to increase your sales team’s productivity? Automation is the answer. If you’re looking to spend more of your workday on actual quality sales time and waste fewer hours on manual admin, then start automating with Salesforce document generation. Because automation offers speed and precision accuracy, eliminating common manual errors. It’s All about Automation The future of…