There are a variety of Salesforce apps you can use to directly help you with using information from documents without having to do a lot of busy work yourself. Here are a few examples

Loop Document Services

This app helps you to integrate document packages all together. This includes any combination of information from Word, Excel, PowerPoint or PDF documents. The tool helps to avoid wasting time on dealing with outdated versions or document inaccuracies.

It also helps with eliminating the need to go back and forth between various different screens since it will all be in one place.

DocuSign

DocuSign is an app that now has Salesforce integration ability. This service allows you to send documents that require signatures. You can also use it to get a signature from someone in person on a tablet like iPad.

You can use it with any device and it integrates with Salesforce so that you can run business transactions both remotely and in-person while maintaining records and sales data through the main program. There are 3000 Salesforce sales reps who currently use the software themselves to get transactions closed more quickly and efficiently.

The current statistics show that 90% of contracts done through the tool are signed and finished the same day that they go out, and 70% happen within the same hour.

Ultimately, tools like these will help integrate all of your data, but the best approach is often to go with a service that can do it all and assign you an integration specialist to get everything in your company working well together.

For more information on using Salesforce, please contact us.