Webinar | From Salesforce Data to Smart Document Management

Webinar / On Demand //

From Salesforce Data to Smart Document Management – Documill + d.velop in Action

Agenda

Creating professional documents in Salesforce with Documill
Smarter document management with d.velop
Live demo: from record to lifecycle
Q&A with the experts

Create smarter with Documill. Manage better with d.velop.

Your Salesforce data holds the key to faster deals and better customer experiences. In this joint masterclass, Documill and d.velop demonstrate how you can unlock that value:

Documill generates professional, on-brand documents directly from Salesforce in one click.

d.velop takes it further with seamless document management – automated folder creation, effortless search, and secure yet cost-effective storage.

Together, these tools help you streamline the entire document lifecycle – from creation to organisation and visibility –without adding complexity.

Benefits of attending

✔️ See it live: Watch how a Salesforce record instantly turns into a professional document with Documill.

✔️ Edit smarter in the browser: Discover Documill’s interactive documents with controlled flexibility, allowing users to personalise and adjust documents safely, while keeping compliance intact.

✔️ Organise instantly: Learn how d.velop automatically creates folders, making documents easy to find across accounts, opportunities, and projects.

✔️ Save on Salesforce storage: Discover how to keep storage costs under control with d.velop’s secure, scalable cloud storage.

Speaker //

Mark McGinn

Account Manager, Documill

Over the last 6 years he has successfully supported businesses across Europe streamline processes using different technologies. Customer focused and dedicated to solving problems, he’s always happy to help.

Speaker //

John Rockliffe

Pre-Sales Manager UKI, d.velop

John is an experienced technologist who has driven business change for over 15 years, leading technical, customer focused teams and providing information management consultancy to enterprises large and small. John has been successful in identifying and managing complex enterprise solutions and digital transformation projects.