Marketers and creatives working in financial services are subject to some of the most stringent policies of any industry which can prove a challenge for both creativity and the efficiency of getting campaigns live in market.Read more
Outfit & Salesforce
Utilise the power of your Salesforce database to generate materials using the power of the Outfit engine.
Dynamically produce thousands of documents, on the fly from predefined actions or status changes that are made in Salesforce. Or tailor your beautifully designed templates for bespoke, on-demand document generation.
Setup templates with Outfit for a variety of needs in your Salesforce ecosystem. Produce branded invoices, case studies, proposals, quotations, reports and any number of marketing materials with Outfit’s specialty HTML, CSS and JS based templates. These templates are made for pulling in data from external APIs and can be made to be extremely flexible or as locked down as needed. Export your documents to PDF, PNG, JPG and even native HTML to cater to the needs of your user-base and channels, or let Outfit revolutionise the way you package your communication channels.
Quickly rollout Outfit documents to your Salesforce user-base. Save time and money on document production. Most importantly ensure brand compliance and consistency across every piece of collateral you create.
Push, Pull and Plug-in
No need to disrupt your current Salesforce workflows, Outfit can integrate seamlessly without you ever having to touch Outfit. With templates preset, custom API calls can be triggered within Salesforce to generate and return an Outfit generated document.
Create bespoke materials within Outfit and pull in Salesforce data to optimise the creation of those materials in a matter of seconds. Pull in relevant company data whilst writing a proposal document, or bulk render a bill of personalised event collateral using the data of a specific contact list.
The flexibility of both Salesforce and Outfit means that you can continue to optimise your workflows with further integrations. After dynamically generating a bill of materials using Salesforce data, you can instantly sync those documents straight to Dropbox or Google Drive.
Or extend Salesforce’s with Pendula, the leading customer communication management platform, where Outfit can be automatically triggered to generate reports, invoices and any other branded documents.
Some organisations are better than others at effectively managing and evolving brand over time. For those looking to really invest in brand long-term, a living, breathing design system is just what the doctor ordered.Read more
When we stop thinking of our target audience as 'consumers' and instead focus on their identity as people, we learn more about their motivation. Most people are pursuing happiness, and consumption can help people feel happy but purchasing from a brand who contributes to valuable community issues provides deeper satisfaction.Read more