Natural Products Manufacturer
Connect & Simplify Mass Communication Document Processes with zPaper
How a Natural Goods Manufacturer Streamlined B2B Orders and Marketing with zPaper
Client: Natural Product Manufacturer
Industry: Manufacturing
Solution: zDocument360 (zPaper Collect)
Key Result: Improved efficiencies with automated fax order processing, integrated marketing workflows, and improved sustainability
About The Company
This U.S.-based SMB is a trusted manufacturer of natural health products, distributing directly to independent nutrition shops and health retailers. Their mission is to connect people with pure, nature-sourced products, delivered with efficiency and care.
Every month, the company sends custom deal sheets and marketing materials to its broad network of small business customers - many of whom still prefer to communicate via fax.
The Challenge
Disjointed Fax and Marketing Workflows Were Slowing Orders and Scaling Manual Work
Despite its modern product approach, the company’s backend communication process was fragmented and time-consuming:
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No integration between marketing lists, deal sheet creation, and fax workflows
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Manual tracking of order responses from different customers
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Inability to personalize or audit marketing communications
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High risk of duplicate faxes and inconsistent order processing
The company needed an integrated, Salesforce-native solution that could unify marketing, order processing, and customer engagement in one seamless flow.
"We want 100% of our customers—no matter how they prefer to communicate—to receive our promotions. But our current fax solution wasn’t scalable or efficient."
The Solution
zPaper + Salesforce: Personalized Promotions and Automated Order Workflows in One Platform
Recommended by Salesforce consulting partner Sales Fix, the company implemented zPaper’s zDocument360 to power its full document journey—from monthly deal sheet creation to automated order receipt processing.
Here’s how it works:
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Marketing sheets are dynamically generated from Salesforce data and barcoded for tracking.
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zPaper automatically sends personalized faxes to each customer, then stores a digital copy in the customer record.
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When a deal sheet or credit application is returned, zPaper routes it to the appropriate record and automatically triggers Salesforce notifications for follow-up.
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Duplicate fax numbers are identified and skipped to avoid repeat sends and save resources.
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Customer service and sales teams can view which deal sheet each customer received, improving personalization and reducing confusion.
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Teams can use zPaper Forms to build reusable templates with picklists, automating future campaigns with speed and accuracy.
"zPaper provides a solution that not only makes the ordering process more efficient—it also supports our environmental goals by keeping the document journey digital."
The Results
A Decade of Document Workflow Efficiency and Customer-Centric Growth
After implementing zPaper, the company saw transformative gains in operations, marketing reach, and sustainability.
100% Deal Sheet Delivery Coverage
Even fax-first customers receive consistent, personalized communications—without a second thought from the team.
Reduced Manual Processing
Automated workflows from outbound promotions to inbound orders have cut hours of manual handling and guesswork.
End-to-End Integration with Salesforce
The company now operates with one source of truth for all marketing, communication, and customer records.
Sustainability Support
With a fully digital document journey, the company reinforces its commitment to environmental responsibility.
Long-Term Partnership
The company has relied on zPaper for nearly a decade, continuing to expand and adapt its usage as the business grows.
"We greatly appreciate the responsiveness of the zPaper team."
From Fax Chaos to Automated Customer Connection
With zPaper and Salesforce, this natural goods manufacturer turned a tangled, paper-heavy order process into a streamlined, intelligent communication engine - helping the company stay connected to its customers and focused on what matters most: delivering pure, quality health products.
Let's Simplify Your Order Management and Document-Based Communication Workflows
zPaper’s Salesforce-integrated document platform helps consumer goods companies modernize marketing, ordering, and inbound document workflows even if your customers still use fax.
Speak with a zPaper solutions expert to see how we can improve your document-based order management workflows.