Salesforce.com seamlessly can pass customer demographic and other important customer information, which we label sales process connections, to Sales Document Builder.  For example, Salesforce.com can be the repository for key performance indicator information that a sales professional gathers during the sales process. 

The interface is easy to use.  When the sales process reaches the point that the customer is ready to receive a sales proposal, the sales professional clicks the “Generate Proposal” link on a Salesforce.com Opportunity screen.  The interface automatically:

1) Builds a Customer and Contact record in Sales Document Builder, and

2) Populates Sales Document Builder input screens in the selected sales proposal model that have been linked to fields in Salesforce.com. 

The sales professional then completes additional customer information screens and/or makes optional content selections and generates the custom proposal.  See Automated Proposal Development for more information.

The Salesforce.com / Sales Document Builder interface provides several benefits:

·     Eliminates redundant entry of customer-specific information

·     Reduces the time needed to generate custom sales proposals

·     Integrates Salesforce.com CRM with a consultative sales process and the generation of customer-focused, custom sales proposals.