Be More with Tom Bassett

Be More Salesforce Document Generation with Luke White


Listen Later

In this episode, Tom Bassett interviews Luke White about document generation (DocGen) and its role in the Salesforce ecosystem. Luke shares his experience as the Operations Director at PDF Butler, an ISV in Salesforce. They discuss the different roles and responsibilities involved in using and implementing DocGen, as well as the importance of having a strong data model and corporate identity. Luke also provides tips for selecting the right DocGen tool and emphasizes the need for continuous innovation and customer-vendor partnerships. They debunk the misconception that DocGen is too complicated and highlight its ability to handle complex documents and processes.

...more
View all episodesView all episodes
Download on the App Store

Be More with Tom BassettBy CRMTom92