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Visual Marketing: Adding Images To Documents

8/10/2020

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Studies have shown that 90% of the information processed by the brain is visual. When embedding images into quotes and proposals, customers process the images 60,000 times faster than text (source study).

Combining the power of personalized text with an image of a service or product will instantly increase conversions by 15%... and in some cases even double the conversion rate!
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Begin by adding an image placeholder to any Word doc and defining the object/field source.

The source field can return any of the following
  • URL to a public image
  • Attachment ID
  • Content Version ID
  • Content Document ID

For compliance-driven solutions; like HIPAA, SOX, and GDPR; storing images as Salesforce attachments or files guarantees maximum security and privacy.
Images can be merged into documents either manually or automatically.

Your customers will be amazed at the level of personalization.

​Proposals stand out when compared to static brochures.

Customers will instantly visualize engaging with your product or service when images are included.
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Learn more about configuring image templates using Microsoft Word and the iDialogue CRM connector for Salesforce.
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Rooms vs Portals

7/30/2020

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Many organizations are familiar with the concept of a "portal". But the concept of a "room" may be new to some.

"Rooms" have seen a rapid rise in adoption as more processes move online to digital experience platforms (DXPs) that support a variety of mobile and desktop interactions.

Rooms are internally-initiated, transient workspaces for securely executing business transactions with customers.


In the post COVID-19 era, rooms are seen as quick, virtual office spaces where Customers and Employees meet to advance the customer journey. No usernames or passwords are required. Flow-initiated secure links to rooms are typically sent in response to a record stage change. Customer responses in rooms similarly trigger stage advancement.

Requiring a prospective customer to create a username/password account is a leading cause of attrition. Rooms provide frictionless "one-click" access to online spaces that help cultivate a customer relationship early in the sales cycle.
Conversely, portal interactions are customer-initiated. Portal access requires a username / password, along with the prerequisite onboarding and identity verification.

Examples of using rooms
  • Invitation to review quotes / proposals / contracts
  • Online product configurators
  • Upload documents
  • Collect eSignatures
  • Collect payment methods
  • Collect web form input data (billing name / address)
  • Send receipts or acknowledgements

Examples of using portals
  • Providing access to licenses and entitlements
  • Submit support cases
  • Download product specifications and user guides
  • Search documentation and knowledge bases
  • Return merchandise authorization (RMA)
  • Discussion forums and groups

iDIalogue is a Digital Experience Platform (DXP) for hosting personalized "rooms" integrated with leading CRM systems.
Try a 30-demo and get hands on with the "Room Builder" in iDialogue Studio.
Feature
Room
Portal
Identity
Lead / Contact
User
Authentication
Invitation link and/or Passcode
Username / Password
Customer Context
Pre-Acquisition /
Post-Acquisition (Renewals)
Post-Acquisition
Utilization
Transient (1 hour - 1 week)
Static / Unlimited
Licensing
Per Transaction or Sales User
​Unlimited customers
Per Customer Portal User or Login
Personalization
Record context
User or Account context
Community Engagement
No
Yes
Device Access
Responsive Design
​Desktop or Mobile
Primarily Desktop
(Responsive requires customization)
Implementation Skills
No code.
System Administrator and
​Content Manager skills.
Some code.
System Administrator and
Software Developer skills.
CRM Data Access
Typically read-only within record context. Minimize data entry for frictionless transactions.
​Some field updates supported.
Full CRUD
​(Create, Read, Update, Delete)
​within sharing constraints.
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Introducing iDialogue Form Builder

7/13/2020

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Collecting information from a Lead or Contact during the sales cycle is a balancing act. You need to collect “just enough” information to initiate a dialogue, but not inundate the prospect with too many requests for details like billing and shipping address until they are ready to purchase.

iDialogue room builder now supports a form builder for collecting essential information at any step in the quoting, sales, or contracting process.

  • Add “SField” plugins to any room page layout.
  • Delegate data entry to the customer. Saves Sales Reps time.
  • Fewer back and forth emails to collect last mile details.
  • Mobile friendly interface gives customers the convenience to submit orders from anywhere.
  • Form submissions trigger regenerations of documents automatically.
  • Improves data quality of closed-won opportunities.
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SaaS Essentials - Usage Based Billing on the Salesforce Platform

6/22/2020

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Pricing a Subscription-as-a-Service (SaaS) product can be a challenge. Most companies start with a simple user-based license model, paid monthly or annually. Billing then is simply a function based on the number of licenses in the subscription.

But for companies like Addigy, who monitor Apple devices, the billing requirements are more specific to how the service is used.

SaaS companies who have invested in Salesforce as their CRM platform are actually within reach of implementing a usage-based-billing (UBB) solution on Salesforce fairly quickly. The billing account, order, and product information are readily available.

By implementing iDialogue SaaS Quote-to-Cash, Addigy was able to pull in near real-time usage data into their Salesforce Accounts. Standard formula fields are constantly calculating and forecasting future billings based on up-to-date usage data. Time-series usage data is available directly on Salesforce Account records.

The result is more visibility into future billings and elating customers with a flexible business model that allows for variable usage and billing.
  • Account Level Usage History
  • Billing Usage in Salesforce
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Generating Documents Using Salesforce Flow

6/1/2020

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This tutorial demonstrates how to generate documents using Salesforce Flow. Checkout our Flow Actions under the "Document" and "Room" categories once iDialogue is installed.
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iDialogue and AviateNow Partner to Deliver Aviation Solution

6/1/2020

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I'm excited to announce our partnership with AviateNow, a Salesforce ISV partner, to deliver a SaaS solution to the Aviation industry. Full press release here.

By embedding iDialogue's document generation API into their managed package, AviateNow was able to rapidly extend their Aviation FBO app with comprehensive quoting capabilities.

“As the Aviation industry re-emerges from the 2020 lockdown, apps like AviateNow will help Fixed-Base Operators (FBOs) deliver an end-to-end digital user experience that will revitalize and optimize the aviation industry. Integrating iDialogue’s API into AviateNow gives Aviation Ops Managers the power and flexibility to generate documents for any stage of their process; including quotes, flight plans, agreements, contracts, invoices, and maintenance schedules,” said Michael Leach, CEO of Pacific Apps. Inc.

iDialogue’s no-code document automation solution allowed AviateNow to substantially shorten product development lifecycle by delivering CPQ functionality to its customers in record time while achieving notable savings compared to other platforms. Adding the iDialogue lightning component to AviationNow’s Reservation page layout provides one-click access to generating pixel perfect PDF quotes that can be delivered using personalized portals with an all-in-one experience of quote delivery, eSignature, Chat Room and ePayment functionality.

"AviateNow is very excited to bundle iDialogue into our product offerings for the aviation industry. iDialogue greatly enhances our product offerings and is a clear winner in the Salesforce ecosystem. iDialogue's flexible architecture seamlessly integrates with AviateNow’s product offerings. We are thrilled about our partnership with Pacific Apps, Inc. and the product features that we can offer by combining the power of both platforms!" says Charles Wagner, Founder of AviateNow, Inc.

Pacific Apps and AviateNow will continue to collaborate on the development of the best-of-breed solution for the Aviation industry by offering additional workflow automation and document templates to streamline processes and increase operational efficiencies.
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Blurring the Lines Between Front and Back Office

4/13/2020

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There is something very magical about pulling up a report of customers who’ve spent the most in the past 12 months.

The ability to relate customer Accounts with Invoices in a single Salesforce™ environment is a testament to the platform's utility to both front and back office business functions.

When front and back office are combined, the level of reporting is endless:
  • CLV Customer Lifetime Value
  • Forecasted revenue
  • Credit risk management

Let's face it. The financial attributes of a customer often determine who are the "best" and most valuable customers.
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From a profit and loss perspective, the back office knows generally accepted accounting, but rarely can relate the cause to specific customers. Yes, the back office may know the receivables for a customer, but not the number of open unresolved cases. 

Yes, many of these metrics could be obtained via integration. Many companies routinely spend millions to import spend history using data loader or services like MuleSoft.


But what if your CRM, billing and invoicing were all natively integrated on the same platform, using solutions such as our Quote-to-Cash accelerator? What new metrics and reports would you create? How would it impact your business to have real-time financial data side-by-side with CRM Accounts, Contacts, and Opportunities?

So, what does this have to do with iDialogue documents? Invoices are the most commonly generated business document, both in terms of volume and costs. Our goal is to help companies realize the tremendous cost and time savings of moving the entire customer experience to Salesforce™, and not just the marketing and service interactions. But the entire customer lifecycle, including billing and invoicing.
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Using Salesforce Formula Fields in Document Templates

4/9/2020

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Salesforce formula fields are an extremely expressive and powerful tool for generating data-driven documents.

Anything from quote "good til" dates to dynamic terms and conditions can be merged into documents with just one click.
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Salesforce for SaaS Companies

4/4/2020

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The needs of Software-as-a-Service (SaaS) companies are truly unique. While most SaaS companies use Salesforce to some extent for Lead and Opportunity management, many of them are unable to truly unlock Salesforce's full potential without considerable customization for subscription management.

We built the SaaS Accelerator for Salesforce with all the enhancements necessary to manage the entire SaaS Quote-to-Cash lifecycle from Salesforce.
Learn More about Saas Quote-to-cash for Salesforce
The SaaS Quote-to-Cash accelerator includes
  • Subscription product and pricebook management
  • Subscription Opportunities
  • Taxes, Address Validation, and Auto-Filing
  • Quote generation and eSignature
  • Contract and Subscription Order management
  • Usage-based billing
  • Invoicing
  • MRR/ARR Dashboards and Reports
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COVID-19 Response. CollaborApp + iDialogue + Salesforce

3/21/2020

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CollaborApp, an iDialogue customer, has a mobile solution to support home-based healthcare. Pacific Apps has partnered with CollaborApp to match Salesforce’s no-cost 90 day offer to deliver Healthcloud solutions to homecare workers.

Inviting a caretaker into your home during times of “Shelter In Place” can be a stressful decision. CollaborApp allows a parent, guardian or caretaker to create a secure online experience for sharing detailed patient information with Doctors and Caregivers, and remotely treating patients.

Salesforce is the system of record for Households, Contacts, Calendars, Messages, and Documents in this online collaboration experience.

Institutions and Hospitals can manage treatment teams and household assignments from Salesforce Healthcloud. Caretaker accreditations and latest COVID-19 test results can be recorded directly in Salesforce, building trust between households and their treatment teams.
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CollaborApp is free on the Apple iTunes and Google Play stores.
  • Download the iPhone app (link)
  • Download the Google Android app (link)
  • Read the user guide (link)

For Healthcloud integration and installing your own instance of iDialogue please contact info@getpacificapps.com.
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    Michael Leach
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