Business Profilers is a company that combines the expertise of a venue finder and a business tourism agency to support companies in organizing corporate events. From seminars and conventions to gala evenings and product launches, Business Profilers helps small and medium-sized enterprises, large groups, and multinational companies optimize resources, minimize risks, and ensure the success of their events.
As their operations expanded, they needed a document generation solution that could keep up with their growing demands. We spoke with the Salesforce Admin at Business Profilers to understand how PDF Butler has helped with their operations.
Before PDF Butler
Before implementing PDF Butler, Business Profilers relied on a largely manual process for document creation.
“We used to do double work…manually filling out Word documents and then entering the same information into Salesforce,” explains the Salesforce Admin. “With PDF Butler, we’ve eliminated that redundancy and saved a lot of time.”
Errors in document creation were another challenge. With different templates being used inconsistently, ensuring accuracy and professionalism across all outgoing documents required additional quality checks.
Why PDF Butler?
Business Profilers explored multiple document generation tools before selecting PDF Butler. They met our team at the Salesforce World Tour Paris event. After evaluating various options, they chose PDF Butler for several key reasons:
- Ease of Use: Business Profilers needed a solution that was intuitive and easy to implement without requiring extensive technical expertise. With PDF Butler, they were able to quickly set up templates and automate their document generation with minimal training.
- Cost Efficiency: Unlike other solutions that charge based on the number of documents generated, PDF Butler’s pricing is based on licenses, providing a more predictable and scalable cost structure. This was an important factor in their decision.
- Responsive Support: The Business Profilers team emphasized the importance of having a reliable support system. They found PDF Butler’s team highly responsive and proactive, ensuring quick answers whenever needed.
The Implementation Process
The transition to PDF Butler was smooth. “The implementation was quick, and the support team was always available to help us through any challenges,” says the Salesforce Admin. “In just a few weeks, we had our templates up and running, and our team was fully onboarded. Now more than 20 people are using it at our company.”
The Impact: Increased Efficiency and Accuracy
Business Profilers use PDF Butler to generate quotations, streamlining their document creation process. Since implementing PDF Butler, they have seen significant improvements in their workflow, reducing manual effort and increasing efficiency.
In addition to PDF Butler, Business Profilers also use SIGN Butler to further enhance their operations, ensuring a seamless and scalable document generation process. With these tools in place, they can now focus more on delivering exceptional event planning services while minimizing administrative overhead.
