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SmartCOMM™ for Salesforce - Correspondence Edition
Enterprise-Grade Document Generation and Customer Communications Management
Starting at $25 USD/user/month
- Industries
- CommunicationsFinancial ServicesHealthcare & Life Sciences
- Business Need
- Contract ManagementQuotes & OrdersDocument Generation
- Requires
- Sales CloudService CloudPlatform CloudFinancial Services Cloud
- AppExchange Partner Products
- Compatible With
- Service CloudFinancial Services CloudHealth Cloud
SmartCOMM for Salesforce empowers organizations to effectively manage and scale their critical customer communications. Engage customers with tailored, professional, and personalized communications that are brand-consistent, relevant, and valuable.
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Showing 10 of 40 Reviews
Reliable Service, Even Better Management Team
Service is very reliable from a system outtage standpoint (very few and far between-cannot off the top of my head remember one). The real win is the management team at Smart- they are there for their customers and are responsive- clear their is a focus on customer satisifaction. One thing leading to the review not being five stars is the user interface could use some updating.
Efficient & Effective
One Correspond has really helped save a number of business processes from manual interventions. We use this product to generate communications and contracts with our internal and external customers - the time saving and speed to market, increasing the speed of revenue generation has made the application an absolute necessity for our sales communities, project and service management teams. We've developed a strong and collaborative relationship with the account team, meaning we can develop further enhancements to different workflows efficiently.
Powerful productivity application
This is an incredibly powerful application which I have used to create huge productivity benefits. Integration with e-sign applications means that you can generate dynamic customer specific documentation, send out for signature, and receive back signed with a single click. The content creation is flexible, and you can achieve highly professional output. Initial set up takes time, as it requires building the style templates, page layouts and documents. But get that right, and subsequent documents can be quickly templated. The document settings capability means that you can create context and display only the documents that are relevant to a point in the process, or the user. In terms of limitations, then it doesn't seem possible to create documents where text is superimposed upon images, as you would in a powerpoint presentation. At least I haven't worked out how. (update - subsequently been shown how to do this. Easy. Great work team!) I've used Conga and found Smart Corr much much easier to use.
Amazing application!
I'm very pleased to use the tool, is very friendly, and the support team is really quick. You can create an easy way templates even with dynamic content, and generate it in a matter of seconds.
Very pleased with this application
We selected Smart Correspond after a detailed comparison with competing products. We are very pleased with the results, both with the application and the support from the vendor, and are planning to expand its usage.
Atanu Prasad Sarma
02/11/2016
HI David! can I please know which products made it to your comparison list?
Very satisfied
Very robust solution, it has never failed. Extremely good and quick support. We're very impressed and satisfied. Thank you very much!
Laura Norman
One Correspond is a fantastic and extremely user-friendly tool for document generation within Salesforce. Having the ability to edit, create, preview and email a document all from one place and with only a few clicks is invaluable to our organization. Additionally, as if the app wasn't great enough on it's own, we receive timely and knowledgeable customer support!
Efficiency
One Correspond has really helped save us time! We use this product to communicate with our independent contractors weekly; we used to send emails one by one, and now with the bulk generation feature we can reach out to them all at once without spending hours sending email after email. It has really helped with process improvements as well, we can attach and send documents through a job, which saves us the time of scanning and naming each document that we send. It has really been a great feature we added! It is an awesome tool!
The to easiest way create highly personalized and effective communications within Salesforce
Thunderhead's ONE Correspond made it easy to generate highly customized, branded documents with a professional look. Additionally, the Thunderhead team and University has been a pleasure to work with. Classes and e-learning made it quick to understand the potential for this powerful tool.
Salesforce + Quick Branded Document Templates = One Correspond = Happy Customer!
One Correspond for Salesforce is a great tool to use for any SFDC customer who wants to create quick, easy, branded and controlled document templates fast! Having recently implemented OneCorrespond into our company and successfully used it for all our internal needs; we have found it truly empowers us to provide seamless documentation control for all our business processes with clients and employees every step of the way. The Thunderhead team have also been a great partner to work with and have supported us with their guidance and knowledge whenever required with great speed and expert knowledge.
Conga was the other product extensively reviewed.