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July 07, 2017

#MergeMasters - Adaptive Mobile

As the world's leader in mobile security, Adaptive Mobile Security Limited protects the privacy and security interests of over one billion subscribers worldwide. AdaptiveMobile is the only mobile security company offering products designed to protect all services on both fixed and mobile networks through in-network and cloud solutions, and they're dedicated to securing the national critical infrastructure with a unique focus on real-time mobile network enforcement.

The Problem 

With a steady influx of new customers and renewing contracts, AdaptiveMobile needed a way to streamline their customer proposal and price quote processes. Simply using Microsoft Word and Excel files was not an efficient way to manage their document generation. Cutting and pasting information from Salesforce into price quotes and proposals was time consuming, error-prone, and complicated. Each document took 30-40 minutes to process.  


The Solution

AdpativeMobile needed a solution that could pull data directly from their Salesforce org to quickly create accurate, error-free documents. They found the automated workflow they needed in the Formstack Documents Salesforce app. With the Formstack Documents Salesforce app, AdaptiveMobile was able to establish triggers so documents would automatically generate when predefined conditions were met, such as changing a Lead from "Open" to "Won."

Get the full tutorial: Learn how you can use Formstack Documents and Salesforce to improve the customer experience with automated customer registration. 
 

The Outcome

By automating their price quote and proposal process with Formstack Documents, AdaptiveMobile is able to create accurate documents for their clients with the click of a button. Rather than spending 30 - 45 minutes copying data from their Salesforce org and pasting it into Microsoft Word and Excel files, they simply update the status of the Salesforce record and the document is created. AdaptiveMobile described their new process by saying, "with Formstack Documents, we can now process price quotes and proposals in less than 2 - 3 minutes instead of 30 - 45 minutes. Since starting using Formstack Documents, we've saved hundreds of hours when all staff activities are considered. Formstack Documents simplifies processes that were once time-consuming and demanding into more accurate, faster workflows."

 

2 min read

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