iDialogue is our flagship document-driven Customer Experience Management CEM platform that is natively integrated with Salesforce™ CRM. iDialogue provides all of the tools necessary to execute online transactions via desktop or mobile. Customer portals, document and contract generation, eSignatures, email delivery, batch doc generation, activity audit trails, payment method collection and intake forms. Our workflow automation tools are natively integrated with Salesforce Flows and Process Builder to support any business process. With iDialogue CEM and Salesforce CRM you get more done in less time, close transactions faster, shorten sales cycles, and increase revenue.
This tutorial demonstrates how to generate documents using Salesforce Flow. Checkout our Flow Actions under the "Document" and "Room" categories once iDialogue is installed.
This tutorial demonstrates how to generate documents using Salesforce Flow. Checkout our Flow Actions under the "Document" and "Room" categories once iDialogue is installed.
