Drawloop Blog

Today, we have introduced the Enterprise version of LOOP Reports within Salesforce. In addition to the new reporting features added to LOOPlus DDPs, you can now automate, schedule and deliver customized Salesforce data to all of your customers.

What can I do with LOOP Reports (Enterprise)?

Allows you to create one report (with Word, Excel or PowerPoint), tied to a list of contacts and/or accounts (similar to a “contact list view” in Salesforce), and then have the report automatically created and delivered, customer by customer.

What is the benefit?

LOOP Reports Enterprise gives your data more visibility with customers. With LOOPlus, you can include LOOP Reports with any other document and set of documents to include with the customized report. This is extremely powerful as it allows you to include new product information or promotional materials, on-the-fly, with your scheduled reports.

Contact us today to schedule a time to learn more and go through a customer case study.

Our on-demand document creation service within Salesforce.com continues to grow. We have added some awesome new features for Dynamic Document Packages (DDPs) with our latest update (LOOP Document Services Version: 3.4.2).

This post focuses on a new feature we believe will help virtually all Salesforce users. This feature allows a company to automate the creation of custom PowerPoint presentations with any Salesforce.com data. In other words, you can dynamically create custom PowerPoint presentations to update graphs, data and any other items within your PowerPoint file(s).

Let’s say your company needs to update managers on sales numbers, by region, each week. We have found that many people like to report this data in a PowerPoint presentation to be shared internally or shared via online meetings. Right now, you are probably spending a lot of time manually updating your PowerPoint to prepare for these weekly update meetings. With our latest update, you can automate this entire process leveraging your data that already exists in Salesforce.

It’s Simple:

1) Create your Salesforce Reports
2) Create your DDP (links Salesforce data with PowerPoint)
3) Click run to create your customized PowerPoint*

*Delivery Options: The customized PowerPoint can be (a) returned as an original PowerPoint file to be emailed, downloaded or attached back to Salesforce or (b) returned as a PDF to be emailed, downloaded or attached back to Salesforce.

Contact us today to schedule a time to learn more.