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Archive for tag: CRM

Dynamic CRM Partners – Increasing Revenues and Accelerating Sales with Xpertdoc!

December 11, 2012

On Tuesday December 4^th, Microsoft hosted a webinar in which Xpertdoc was pleased to be a featured presenter.

The focus was on how the Xpertdoc Solution provides great business scenarios for Dynamics CRM Partners to bring added-value to their existing clients, and offer rapid ROI to new business they are trying to win. The presentation shared the benefits of bringing document generation to the on-premise and online platforms of Dynamics CRM leveraging the Xpertdoc Solution.

Chris Tully led the business scenarios and demo overview that resonated with the attending community. He reviewed some of the challenges of trying to create personalized contracts, quotes and correspondence from within the Dynamics CRM environment using traditional approaches, and then shared some best practices and benefits of using an integrated document output generation tool. In fact the feedback from the attending audience was exceptionally high (feedback ranked ... Read more

Xpertdoc Demonstrates Integrated Capabilities in the Lead-to-Close Process

December 10, 2012

Last week, Microsoft hosted an informative webinar that illustrated how Microsoft Dynamics CRM can be leveraged along with other key integrated solutions from some of their partners, including Xpertdoc, to support a flawless and easy-flowing lead-to-close sales process. During this presentation, a demonstration of an account management cycle was provided from the initiation and management of a lead, through the creation of common account-specific document output, to the execution of a binding agreement using e-signature. The collective capabilities provided by:

• Customer Effective in implementing robust and tailored Microsoft Dynamics CRM solutions;
• Core Motives ability to enhance marketing, lead generation and nurturing from CRM;
• Xpertdoc ability to bring robust, integrated document output right to your business applications such as CRM; and
• AssureSign's electronic signature functionality;

were all&... Read more

PowerConnect 2012 – Enhancing Customer Service

November 19, 2012

Xpertdoc was very pleased to participate as a sponsor of this year's PowerObjects User Conference - PowerConnect 2012 held in their home town of Minneapolis, MN.

The keynote speaker - Kathy Cuff of the Ken Blanchard Company shared insights on how to create customer excellence by showing you care… pulling from the teachings found in Ken Blanchard's bestseller Raving Fans. This book is certainly an easy read (read the book years ago!) - written in the parable style, it casually shares how to build your business through your customers' eyes. First released in the 90's (I think it was 1993 or thereabouts) this book and its message is so continually relevant that it has developed somewhat of an underground cult following! In her presentation, Kathy worked through what they describe as the "3 secrets":

1. DECIDE… what you want.
2. DISCOVER… what is of importance to the client.
... Read more

I.B.I.S. iSight 2012

October 9, 2012

At this year's User Conference, I.B.I.S. once again repeated the conference across two venues: Atlanta and Charlotte - to support their customer base in each region. I.B.I.S. also brought some keynote speakers to the diverse group of attendees. Greg Bustin, CEO Coach, shared insights on managing and leadership strategies. Although a little off-focus for the mid-managers and operational staffers in attendance, there were key take-aways that everyone could use as they translated Greg's messages to CEOs to their personal life and challenges in working with colleagues.

Microsoft also supported the two conferences. At the Atlanta session, Microsoft showcased their Retail launch and demonstrated upcoming releases including Windows 8, Surface tablets and mobile devices.

Participants came from businesses "local" to each of the two venues. ... Read more

Customer Effective – CRM 2012

September 24, 2012

As a relatively new partner with Customer Effective, this was our first occasion to have a presence at their User Conference. It was so well presented that I felt sharing some of my reflections was well deserved… so here are some highlights:

This was the 5^th year that CEI has held a user conference … hosted in their home town of Greenville, South Carolina. A beautiful town with a very eclectic mix of restaurants, bars and shops... The conference was attended by companies from various industries - so the pre-show industry roundtable breakout sessions allowed users with common interests and backgrounds to meet up and share their challenges, successes and different perspectives on their CRM projects.

Participating in the Insurance industry session, the pains around SBC compliance were clearly apparent amongst the health care providers … and discussions around a ... Read more

Summary of Benefits and Coverage

March 15, 2012

A Tale of Government Mandate, Cloud and CRM

All group insurance providers operating in the US are mandated by the US Government to provide clear and consistent information to consumers about their health insurance coverage. The Affordable Care Act ensures consumers receive, in plain English, a Summary of Benefits and Coverage (SBC) on a standardized form that will help them understand and evaluate their health insurance choices. More details are available on this requirement on the HealthCare.gov web site.

Many health care insurance carriers are finding themselves in a bit of a scramble to meet the September 2012 compliance deadline. Xpertdoc is addressing this requirement with many carriers who are pleased to see the Xpertdoc Solution already allows them to rapidly comply with this regulation change, while providing a strong and solid... Read more

Better Together – A tale of SharePoint, InfoPath, CRM... and Xpertdoc!

December 10, 2009

The power of a great platform is that it allows you to achieve amazing results quickly and easily. As a case in point, I would like to describe to you this monthly client reporting process that was recently implemented by our professional service team.

Requirements

Monthly activity reports are sent to clients to let them know of what happened in their projects, what cases were opened and closed, what is the status of their bank of hours, etc. Done manually, this was a tedious and error-prone system that was challenging to complete in a timely manner following each month's end.

Technology Featured

• DOVICO Timesheet
• Microsoft Dynamics CRM
• Microsoft Office SharePoint System (MOSS)
• Microsoft InfoPath
• Microsoft Word 2007
• Xpertdoc Solution for Document Output

Usage Scenario

1. At month... Read more