It’s the Perfect Day to Show your Sales Team Some Love

Valentine’s Day is the ideal occasion to demonstrate to your sales team how much you care. And what does every seller love? More money.

No, I’m not suggesting you hand out cash to your favorite reps. Instead, why not give them the gift that truly keeps on giving? More time.

More time to do what? Make more money, of course.

Today—like every day—your sales reps’ hearts are torn on how to best manage their most precious commodity. And unfortunately, it’s not a battle most are winning.

Consider that research shows only a quarter of sales reps follow a structured time management philosophy, and nearly 65 percent of the typical salesperson’s day is spent on nonrevenue-generating activities.

Let that sink in. The economic engine that defines success is only running at one-third of its peak performance capacity! Is it any wonder that over half of sales reps fail to meet their annual numbers?

Which leads to the next obvious question: Where are sales pros spending their time? Cynics who have never been in the trenches might suspect golfing or leisurely lunches. Of course, those who have carried a quota know better. The truth is that most sales cycles are replete with distractions that steal time from identifying, nurturing and closing deals.

The goal for every sales leader is to identify and eliminate these performance killers, freeing more time for sales reps to do what they do best: Sell!

Start small, think big

Imagine the impact of improving focus by just 10-20 percent by tackling some everyday sales tasks that are incredibly important but extremely time-consuming. For example, productivity drains like manually creating documents such as quotes and proposals, the time spent seeking internal reviews and approvals, and the hours dedicated to creating contracts, managing review cycles, and chasing customer signatures.

Every document your sales team needs to get a deal across the line and onboard a customer—NDAs, welcome letters, invoices, renewal reminders and more—is an opportunity to streamline your sales cycle through automation.

At this point, you might be wondering how this all fits into the investment you’ve already made in CRM systems like Salesforce. The good news is you’re well on your way. You clearly understand how important your customer data is. Next, let Nintex for Salesforce help you make the most of it.

Image of Nintex for Salesforce Valentine's Day card

Automate document creation

It all starts with automating the creation of data-driven documents. Directly within Salesforce, sales reps can instantly create customer-friendly, company-approved documents with the click of a button.

Nintex Drawloop DocGen® works behind the scenes to merge data from any standard or custom object stored in Salesforce or other systems of record. All of the information flows into preapproved templates in Word, PowerPoint, Excel or PDF formats, ensuring every document is on brand and accurate.

Streamline reviews and approvals

After documents are automatically created, built-in routing from Drawloop DocAutomation® eliminates delays, drives collaboration, and simplifies obtaining document signatures.

Workflows can be customized to route documents like proposals or pricing discounts for internal reviews and approvals by sales management, legal, or others – and also send documents directly to prospects or customers for e-signature with Nintex Sign® powered by Adobe Sign. It’s also easy to auto-assign tasks, alerts, and follow-ups to make sure nothing falls through the cracks.

Keep processes flowing

Nintex Forms make it easy to capture internally produced or customer contributed data. For example, this could include a rep’s update from an onsite meeting, or a form complete on a website.

The data captured not only updates your Sales Cloud records, but it can also launch a workflow or trigger the creation of a document. And with Mobile Apps, any authorized Salesforce user can access documents, forms or tasks from anywhere. They can even leverage the app to close a deal on-the-spot with Nintex Sign®.

The best gift

Make this Valentine’s Day one to remember. Don’t let manual document creation and routing impede sales success. Maximize the ROI of your investment in Salesforce by making the most of your hard-earned data. Visit the AppExchange today to learn more about how Drawloop DocGen® and Drawloop DocAutomation® can streamline your sale-to-cash cycle.

Your sales team will love you for it all year long.


Interested in learning more about Nintex for Salesforce? Contact a Nintex representative today, or get started by downloading the app on AppExchange. 


Matthew Hutchison

For over 25 years, Matthew Hutchison has been helping organizations realize the rewards of digital transformation through technology and process innovation. Matthew is especially passionate about technology’s role in driving operational efficiency, improving collaboration, and delivering optimal customer and employee experiences. Prior to joining Nintex, Matthew held a variety of marketing leadership roles for organizations ranging from start-ups to industry leaders.

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