Localization at scale: Multilingual document generation in Salesforce with Documill Dynamo

Global expansion is essential for companies that want to reach new markets and achieve sustained growth. However, successful international growth requires effective global cooperation and optimized workflows. And this is where many fall. Even well-established brands have experienced notable international failures.

This article explores how multilingual document creation software can help companies thrive globally. We highlight four practical use cases that can be seamlessly integrated into the Salesforce CRM ecosystem.

Thriving in uncertainty: Why agile corporations must embrace automation now

The world is moving so fast these days that the man who says it can’t be done is generally interrupted by someone doing it. – Elbert Hubbard

Elbert Hubbard’s early 20th-century writings are highly relevant to today’s fast-paced business environment. Corporations that fear taking risks and adapting may easily lose market share, as seen during the 2020 COVID-19 pandemic.

Let’s face it. The key question is not if companies should adopt technology, but when.

This becomes crucial when modern, agile companies aim to take operations to the next level. Document automation solutions like Documill Dynamo offer proven benefits for the entire workforce. Let’s look at some enlightening statistics:

• 70% of business leaders report spending 45 minutes to 3 hours on repetitive tasks during an 8-hour working day;
• Only 28% of sales teams’ time is spent on revenue-generating activities;
• 97% of employees and managers believe that a lack of coordination within a team affects the outcome of a task or project;
• Implementing office automation results in an ROI of 30-200% in the first year, mainly through labor savings;
• 70% of respondents say that their organizations are at least testing business automation, a.k.a. business process automation, in one or more units.

Breaking down language barriers to propel a business forward

Language barriers pose a significant challenge, but while English is widely used, communicating in native languages can help attract new business and enhance customer loyalty.

If you talk to a man in a language he understands, that goes to his head. If you talk to him in his language, that goes to his heart. – Nelson Mandela 

Document automation solutions can play a pivotal role in overcoming these language barriers. By automating the translation process and ensuring consistency across different language versions, these tools help maintain accuracy and coherence in company communications. Additionally, document generation software can localize content by automatically adjusting dates, currencies, and other locale-specific elements.

This ensures that all stakeholders, whether employees or customers, receive information in a format that is familiar and understandable to them, without leaving the Salesforce CRM.

The main benefits of document automation for a Salesforce Org 

• Boosted productivity: By automating translations and localizations, employees get hours back each week, as time-consuming manual work is drastically slashed, leaving them with more time to focus on increasing revenue generation. So more can be done in less time and with less stress.
• Consistent outcomes and greater compliance: Documill Dynamo ensures that all documents comply with corporate standards and local regulations, maintaining consistency and reducing the risk of costly errors.
• Improved customer experience: Providing documents in the client’s preferred language improves communication and overall satisfaction, contributing positively to building a strong and lasting relationship with customers.
• Business growth and scalability: The ability to handle multiple languages and locales is invaluable when expanding into new markets with different data formatting, currency, symbols, measurements, gender and even text flow. All these, without the need for extensive IT support. Business users can independently add translated content to existing templates, allowing for fast and efficient global expansion.

4 main use cases of Documill Dynamo’s localization capabilities

Documill Dynamo supports a wide range of languages, including those with special characters such as Chinese or Arabic. Both left-to-right and right-to-left text directions are supported. This feature has proven indispensable for companies operating in several countries. Here are 4 practical scenarios where Documill Dynamo can be used:

Example 1. Sales proposals and quotes

For companies with a global customer base, it’s crucial to generate sales proposals and quotes in the customer’s preferred language. With Documill Dynamo, sales teams can create multilingual documents from their Salesforce data. It also automatically handles locale-specific formatting for dates, currencies, and numbers, ensuring that all information is presented correctly based on predefined conditions, such as the customer account’s language. Even details like Salesforce picklist values or displaying the correct country-specific links are managed seamlessly.

Example 2. Legal documents

When it comes to producing legal documents that comply with local regulations and standards, Documill Dynamo’s clause library proves invaluable. It allows the inclusion of pre-approved, reusable content snippets that can be translated and managed in Salesforce. This ensures consistency and compliant legal documents and simplifies the updating of all versions.

Take a look at: 💡 Translating Salesforce product catalog – how’s & why’s

Example 3. Customer correspondence

Customer service teams benefit significantly from localization capabilities. They can generate emails, letters and other forms of correspondence in the customer’s language, improving communication and customer satisfaction. This is especially beneficial for corporations with multiple offices in different countries, as they can use the same email correspondence template with localized content for each region.

Image 1. Dynamic content for global reach: one template – multiple languages and brands

Example 4. User interface localization 

In addition to document localization, Documill also supports the translation of its user interface. This means that the application itself can be displayed in the user’s preferred language, either based on the user’s settings in Salesforce or other customized settings. As a result, it guarantees a seamless and intuitive user experience, making it easier for teams in different regions to get things done.

How multilingual support led 2 of our clients to global success

Don’t just take our word for it—listen to what our clients have to say about their experience with us.

Leading full-service supplier of digital solutions for the construction and software industries

The enterprise provides multilingual sales offers and order confirmation use cases for its branches in Ireland, Germany, and Denmark, with support for 7 languages. Their sales representatives can select the appropriate language before generating the document. Terms and conditions appendices are automatically attached to the offer based on the customer’s location and preferred language.

International staffing and recruitment agency

Faced with the daily need to generate standardized CVs for its internal client base, DoSign an international staffing and recruitment agency specializing in technical recruitment found Documill to be the ideal solution for itself. Recruiters, aided by Documill’s powerful localization features, can select the appropriate language for the CV before generating and editing it. With a library of localized clauses automatically available during the editing phase, recruiters can expedite CV editing and personalization by easily dragging and dropping pre-approved text snippets in the target language on the CV.

See Documill Dynamo in action

Don’t let language barriers hold you back any longer. Book some time with one of our sales representatives today and discover how you can achieve international communication and scalable growth with Dynamo’s multi-language capabilities.