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Nintex > Case Studies > Production Grows 300% with Nintex Drawloop DocGen or Salesforce
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Production Grows 300% with Nintex Drawloop DocGen or Salesforce

 Production Grows 300% with Nintex Drawloop DocGen or Salesforce - IoT ONE Case Study
Technology Category
  • Analytics & Modeling - Robotic Process Automation (RPA)
Applicable Functions
  • Business Operation
  • Software Design & Engineering Services
The Challenge

Strategic Growth produces case studies as a sales tool for itself and for Salesforce. But the process was slow and unreliable and didn’t always comply with the Salesforce template.

The Customer

Strategic Growth, Inc.

About The Customer

Strategic Growth, a Certified Gold Salesforce Consulting Partner, was formed in 2007 by members of the initial Salesforce Consulting organization with the sole focus on providing Salesforce implementation expertise and best practices. We have completed over 2,700 implementations and 190+ 5-star AppExchange reviews – more than any other Salesforce Gold Partner in North America.

The Solution

Strategic Growth adopted Nintex Drawloop, which automatically creates documents that merge a company’s Salesforce data with custom templates. Consultants click a button in Salesforce to kick off the process and Nintex Drawloop automatically populates the latest slide template with customer data, with consultants adding any additional details.

Operational Impact
  • [Management Effectiveness - Internal Collaboration]

    Consultants always use up-to-date templates


  • [Product Improvement - Flexibility]

    Process is faster, more reliable and more predictable

Quantitative Benefit
  • Case study production is up by 300 percent, far exceeding the Salesforce quota.

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