Create personalized customer documents such as contracts, offers, invoices or customer letters directly from Salesforce. Manage the document creation process in a CI and compliant way. The Infinica Cloud service is a fully Salesforce integrated web application and does not require any third party software.
Use the Infinica platform for your document composition and output management and create and edit documents for a wide variety of output channels and formats. From quotations, forms, and contracts to responsive emails, you can create all the documents you need for your customer communications. Infinica provides support both for mass printing and on-demand interactive document creation on a central platform which is seamlessly integrated into the existing system architecture.
With Customer Communication Management (CCM) solutions, we offer you support for the optimization of your customer communications processes and ongoing improvement of quality. Increase the customer self-service rate using electronic forms, interactive contract creation with immediate conclusion of the contract through the use of digital signatures, and much more besides.
Implement your Customer Experience Management strategy and facilitate consistent customer communication and interaction: With the seamless integration of the Customer Communication Management platform, you will be using customer information from CRM, ERP, and legacy systems efficiently throughout all channels.
By using the Infinica platform on mobile devices, you will increase the efficiency of your business processes: from support for field sales to rights-controlled creation of contractual documents right at the point of sale, directly triggering downstream internal sales processes, through to support for mobile service units, e.g., insurance specialists or quality managers, and electronic forms which are integrated into the existing system processes.