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Building Better Case Studies with Nintex Drawloop for Salesforce
Technology Category
- Analytics & Modeling - Process Analytics
Applicable Industries
- Buildings
- Cement
Applicable Functions
- Sales & Marketing
Use Cases
- Building Automation & Control
- Time Sensitive Networking
The Challenge
Strategic Growth, a Salesforce Gold Consulting Partner, had a slow and unreliable process for producing case studies that didn't always comply with the Salesforce template.
The Customer
Strategic Growth, Inc.
About The Customer
Strategic Growth is a Salesforce Gold Consulting Partner in the US. They needed a more efficient and reliable process for generating case studies.
The Solution
They adopted Nintex Drawloop, which automatically creates case study documents by merging Salesforce data with custom templates. Consultants can kick off the process with a click of a button in Salesforce, and Nintex Drawloop populates the latest slide template with customer data.
Quantitative Benefit
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