Marketing & Sales
saves hundreds of hours annually
automating document generation with RunMyProcess
Emailvision is a global leader in Software as a Service (SaaS) for email
marketing. It has 1
offices around the wo
and throughout Europe. Over
00 marketers use its Campaign
Commander™ service worldwide.
In 2010, Emailvision delivered
billion messages on behalf of its customers and achieved a record
Emailvision uses Salesforce.com for Customer Relationship Management
(CRM). The sales team manages customers in Salesforce.com, but
generated new contracts and
manually using Word and
Excel. This manual process was time consuming and prone to errors, as
information had to be entered by hand. The sales team
automate document generation, but Emailvision did not have the
house technical resources.
After being introduced to RunMyProcess at a Salesforce.com user club
meeting, Emailvision tasked RunMyProcess with helping it develop
automated business process to replace the existing manual one.
Emailvision used the RunMyProcess platform to design a workflow and
integrate it with Salesforce.com and Microsoft applications using the
The new proce
ss automatically creates a contract in Word and a
in Excel whenever a new customer or new business is added to
Saleforce.com. The documents are then emailed by the RunMyProcess
platform to the sales person in charge of the account for valida
process is used in 1
sales reps and account managers;
it is localized in 10 languages.
Development of the process only took a couple weeks and was deployed
gradually to all the sales teams worldwide in a matter of weeks
expected, the process has virtually eliminated data entry errors and has
freed up valuable time for the sales team.
Emailvision estimates it has saved on average 15 minutes for each of the
300 proposals done monthly. ”In addition to the considerable
savings, the new application has contributed to a clear increase in the
quality of the data entered into SalesForce by the sales team,” says
Chief Marketing Officer
. “As the data entered is used
ting and creating contracts
sent to clients, extra care is taken to
include correct and updated data. This has in turn provided us with more
exploitable data for driving our business.”
Based on this success, Emailvision has begun a second, more ambitious
project to connect informati
on flows between Salesfore.com, Sage ERP
software and Campaign Commander, Emailvision’s SaaS email platform.
“The ability to create a bridge between different systems that don’t
communicate is magic. It will be a real added value,” says Pascal Charrier,
Global Services, Emailvision.
Increased sales team productivity
Fewer data entry errors
Automatic contract and invoice generation
Localized in 10 languages
Worldwide deployment in weeks