Custom Template Solutions

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Custom Template Solutions

Salesforce Lightning Bolt is a powerful platform that enables partners to leverage deep domain expertise to build industry or use case specific solutions and package them for use by broader Salesforce ecosystem.

Docmation’s Lightning Bolt Solutions go above and beyond the pre-packed Salesforce templates and are designed for industry specific needs. These solutions contain industry process flows, Apps, Lightning Components, and Community setup, all integrated seamlessly with the Salesforce Platform and products.

Custom PRM Solution for Manufacturing

The Docmation team has created a customized experience for partners specifically focused on the manufacturing space. Connect directly to resellers, distributors, and partners by extending your Salesforce org using Docmation’s PRM solution. Give your partners a rich user experience and increase their engagement on your site.

  • Streamline the entire partner relationship cycle including recruiting, onboarding, training, co-marketing, co-selling, and contract management.
  • Share the same information with partners, resellers, and distributors that is available to internal teams in real-time.
  • Allow partners to leverage the Salesforce CRM to share leads, update records and find information that enables them to close more deals quickly.
  • The PRM Solution, built using modern Lightning Bolt solution development platform, will allow companies to easily customize and brand partner communities with clicks, not code.

Ready to increase the channel engagement and sales?

Digital Mortgage Lending Solution

Docmation’s Digital Mortgage Solution, built on Salesforce Community Cloud platform, provides out-of-the-box support for regional and community banks and credit unions who want a cost-effective and easy way for potential borrowers to apply for a mortgage loan, refinance or HELOC.

Key objectives of digital mortgage lending solution:

  • Provide a personalized experience to borrowers across digital channels
  • Automate some of the mortgage process flow and increase transparency to borrowers, and other external stakeholders like real estate agents and insurance brokers
  • Allow for quicker processing time thus reducing operational costs
  • Integration to Loan origination systems and Fannie Mae’s desktop underwriter
  • Integration to third-party service providers like Yodlee, LinkedIn, and Zillow

Are you ready to give your customers an amazing digital mortgage experience?

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10

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YEARS Of Experience
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200

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Clients
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60

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Salesforce Certified
Experts

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