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Simplicity with Extraordinary Flexibility "I can't imagine using any other document management solution. iDialogue is the tool I use to create personalized quotes, contracts, and personalized documentation for my customers in seconds with just one click of a button. iDialogue gives me the document management tools I need to help me deliver outstanding service to my customers."
Charles Wagner, Founder AviateNow, Inc. |
Overview
AviateNow offers a comprehensive aviation management tool powered by Salesforce.com. Today's aviation companies are constantly looking for ways to improve customer satisfaction and increase efficiency. They subscribe to AviateNow to better manage customers, crews, aircrafts and assets. Charles Wagner, Founder of AviateNow, turns to iDialogue to solve the challenge of complex CPQ process.
AviateNow offers a comprehensive aviation management tool powered by Salesforce.com. Today's aviation companies are constantly looking for ways to improve customer satisfaction and increase efficiency. They subscribe to AviateNow to better manage customers, crews, aircrafts and assets. Charles Wagner, Founder of AviateNow, turns to iDialogue to solve the challenge of complex CPQ process.
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iDialogue Lightning Component added to reservation page layout enables one-click quote generation and tracking
AviateNow’s quoting process is integrated directly with their scheduling management workflow. Adding the iDialogue lightning component to the Reservation page layout provides one-click access to generating PDF quotes during the scheduling process. Using the Salesforce lightning page designer, users can configure specific visibility and sharing rules around the document component as well as tacking and monitoring activities for a specific document to see when and who viewed, changed, or modified the document. |
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Quote generation with dynamic merge tags using Word templates
“While we appreciated the out of the box quote templates that Salesforce.com offers, we needed something more. With iDialogue, I am able to quickly send a quote to a customer, see exactly when they've accessed the document, and interact directly with them in a Chat Room to make sure they get everything they need. No more phone calls. No more going back and forth over the course of days or weeks.” - Charles Wagner iDialogue provides AviateNow with customized Word templates for complex reservation quotes. After uploading the iDialogue Word document templates to Salesforce Files, AviateNow is able to create highly customized quotes that merges with reservation records in Salesforce. The Word templates can be customized and branded to meet the unique business needs of AviateNow's cusotmers. |
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Personalized Portal that offers eSignature, Chat Room and ePayment functionality that significantly shortens the sales cycle Documents are delivered to customers as PDF email attachments via secure document portal. The portal landing page can be highly personalized with customer logo and content. It also offers the ability for customers to chat, sign, approve the quote and make a payment for the reservation. This greatly improves customer satisfaction, and reduces phone calls, emails and time required to close a transaction. |
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Process Automation Upon customer clicking the quote “Accept” button, AviateNow can create a process builder flow that automates several post-acceptance actions, such as sending out an email alert to the sales representative or the crew members, generate an invoice or change the status of the reservation. Next Steps 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. |