Document Generation

Using field mapping technology, SalesHero can pull data from both structured (CRM system data, spreadsheets) and unstructured sources (emails, Word documents) to create and fill in forms.

Using field mapping technology, SalesHero can pull data from both structured (CRM system data, spreadsheets) and unstructured sources (emails, Word documents) to create and fill in forms.

At a leading German health insurance company, within one week SalesHero reduced a manual 30-minute closing process down to few minutes. Before the sales team had to enter the same data into multiple systems and documents. Now SalesHero copies and enriches the data from the CRM system and creates the forms automatically. This saved each rep one hour a day, resulting in a $1.2M ROI.

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