Use Cases for Everyday Problems

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Automatically create records once a sale is Closed Won.

Measure sales performance year over year; quarter over quarter.

Document merging; Tax receipts, Invoices, Contracts.

Email integration for sales and business development teams.

Integrate digital signing tools for Contract, SOW signatures.

Aggregate data from child to parent Accounts.

Integrate AppExchange apps seamlessly. 

Help sales users validate data going into the system.

Integrate other systems including marketing, data, and support systems.

Customize UI and actions so updating records from the road is easy.