Case Study
Mid-sized Publisher Automates Insertion Orders for Purchased Ad SpaceThe company needed a better way to quickly and accurately generate insertion orders from Salesforce data and distribute them to media vendors.
A mid-sized publishing company regularly purchases advertising space in external newspapers and magazines to promote their titles and campaigns.
These advertising campaigns are managed in Salesforce, where teams track publication details, campaign content, rates, costs, and vendor accounts.
The marketing and advertising teams were manually compiling insertion orders to send to external publications — a tedious process involving spreadsheets, Word documents, and email attachments.
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“We’ve cut down so much admin time. Insertion orders go out faster, look sharper, and there’s far less back-and-forth with publications. It’s become a standard part of our workflow now — quick, accurate, and reliable.”
The Challenge
Complex, manual, and disorganized process
Tedious procedure lasting 30–60 minutes per order
Inconsistent formats and branding
Error-prone documents
The Solution
DocGen automated insertion order generation and pulled all necessary data into a standardised template
DocGen Portal allowed marketing admins to update templates without developer support, ensuring flexibility
The Outcomes
Document creation time reduced by over 85%
Eliminated manual rekeying
Professional, branded documents
Auto-emailing functionality
Template updates are managed by business users
Empower your team to create dynamic product marketing materials.
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