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Yamaha Streamlines Contract Creation with Nintex DocGen™ for Salesforce
Technology Category
- Sensors - Acoustic Sensors
- Sensors - GPS
Applicable Industries
- Packaging
- Retail
Applicable Functions
- Logistics & Transportation
- Sales & Marketing
Use Cases
- Intelligent Packaging
- Smart Contracts
The Challenge
Yamaha, a leading supplier of musical instruments and audio equipment, faced a significant challenge in managing its legal contracts and agreements. The company's growth led to the creation of different divisions, each with its own set of legal exhibits and agreements dictating how products could be marketed and sold. These divisions sold to retailers with multiple store locations, making the manual creation of documents a complex and time-consuming task. The process was further complicated when a national account carried products from multiple Yamaha divisions, requiring a Master Dealer Agreement and legal agreements for each division. The volume of emails and documents often confused retailers, leading to overlooked or incomplete documents. Despite being a Salesforce and DocuSign user, Yamaha had to step outside these environments to complete documents, leading to a desire for a document automation solution.
About The Customer
Yamaha is one of the world's leading suppliers of musical instruments and audio equipment. Their products cater to a wide range of customers, from students to professional musicians and recording artists. The company's growth has led to the creation of different divisions for its diverse product and distribution channels, including PAC (guitars, amps, drums), band and orchestral (marching band, rose parade), and the keyboard division. Each division has its own set of legal exhibits and agreements that dictate how its products can be marketed and sold. These divisions sell to retailers that have dozens or even hundreds of store locations or dealers.
The Solution
Yamaha turned to Nintex DocGen for Salesforce to manage the entire document creation process. This system allowed Yamaha to directly merge Salesforce data into documents and send a single package of documents to retailers and dealers. The first project Yamaha undertook was automating the credit application process. They created a Nintex DocGen document package that included the credit app and other supporting documents, pulling data directly from Salesforce to pre-fill fields. Nintex DocGen also helped Yamaha automate the generation, assembly, and distribution of master dealer agreements (MDAs), legal agreements, and exhibits from Yamaha corporate and divisions to retailers and their dealers. Yamaha created a single document package that contained all necessary contracts and agreements. They further improved the process by building in triggers so that when a signed document package was received, both the parent and child agreements would be automatically updated and the history recorded in Salesforce.
Operational Impact
Quantitative Benefit
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