ADP · 2023
Sales productivity tools and Salesforce connectors for ADP
Productivity tools, automated contract generation and Salesforce connectors that help ADP sales teams move from quote to signed contract faster.
The challenge
ADP’s sales teams spent time on repetitive steps between a closed conversation and a signed contract: copying data between systems, preparing documents by hand and checking that every field matched what was agreed.
What we built
We built productivity tools around the tools the teams already used, instead of replacing them.
- Contract generation. Contracts are assembled automatically from the deal data, using approved templates.
- Salesforce connectors. Data flows between Salesforce and the internal systems through Web APIs, so it is entered once.
- Workflow automation. Routine steps run on their own and the team focuses on the client.
How we worked
We followed our Explore, Build and Deploy process, starting with the workflows that caused the most friction and releasing improvements in short iterations reviewed with the sales teams.
Gallery
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Contract generation workflow. -
Salesforce connector overview.
