For many organizations, Salesforce is the central platform for sales, service, and customer management. It is where quotes, contracts, service communications, and many other documents originate – documents that must be created quickly, accurately, and consistently with the brand.
With the Serie M/, kwsoft® extends Salesforce with professional customer communication management capabilities. Relevant Salesforce data is automatically transferred, inserted into centrally managed templates, and transformed into high-quality customer communications – fully automated or with guided interactive editing, depending on your requirements.
Create quotes, contracts, cover letters, and other business documents directly from Salesforce – automated, interactive, and fully aligned with your corporate design using the Serie M/ by kwsoft®.
Salesforce provides customer, sales, and service data. Serie M/ combines this data with professional content management, document creation, and output management.
The result is personalized documents and customer communications created directly from Salesforce – consistently designed, controlled by business users, and ready for delivery through the desired output channel.
Create high-quality documents directly from Salesforce – efficiently, securely, and in the right design.
The Serie M/ supports different ways of working directly within Salesforce.
For standardized processes, documents are generated automatically. Relevant Salesforce data is transferred, inserted into the appropriate template, and provided as a finished document or output directly.
When individual adjustments are required, a modern web editor supports users throughout the editing process. Reusable content blocks, protected sections, and guided input ensure that documents can be created quickly while remaining accurate and compliant.
Q!TONIC is a preconfigured Salesforce app that integrates professional M/TEXT document creation directly into Salesforce. Developed jointly with QKom, the solution is ideal for organizations that want to get started quickly with professional document creation from Salesforce while benefiting from a powerful and extensible platform.
With the Serie M/, organizations ensure that documents are not only accurate but also professionally designed.
Centralized templates, reusable content blocks, and defined editing permissions ensure consistent adherence to corporate design, corporate language, and business requirements.
Serie M/ is built on open interfaces and a loosely coupled architecture. This allows the solution to be integrated flexibly into Salesforce and existing IT environments.
Modern Customer Communication Management offers a wide range of benefits.
This is how you deliver the best possible communications to your customers.
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