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Archive for tag: Webinar

Seamlessly Integrate Document Generation and E-Signature with Xpertdoc and AssureSign

April 26, 2013

On Thursday April 25th Xpertdoc hosted a webinar demonstrating the efficiencies created by combining document generation and electronic signature. Larry Torri, VP Sales at AssureSign featured as a
co-presenter.

The presentation focused on how Xpertdoc and AssureSign combine to support a wide range of business scenarios; saving time and money by eliminating overnight charges and delays associated with faxing and shipping documents. Also shared were the benefits of bringing document generation and electronic signature to end-users, leveraging existing 3^rd party data systems already in place.

Chris Tully led a high impact demo overview, generating and signing a quote using both Solutions from directly within the Dynamics CRM environment. Larry Torri then delved into the AssureSign Solution in more detail; outlining the solution's integration flexibility, signature tracking capabilities and various security and authentication featur... Read more

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

Law Firms and Legal Departments Focusing on Client Communications

December 16, 2011

So, it appears there is a growing interest by many professionals in economizing the time spent on mundane and tedious document generation and contract review activities ... no surprise there! But it IS surprising to see how much time is actually spent on such activities by well paid professionals!

During the recent Webinar hosted by xRM4legal, we explored how two specific areas of the legal professional's activities are burdened with heavy manual processes- resulting in high inefficiency and cost increases:

1. The existing processes for document generation
2. The existing methods of contract review

Take a look at the Webinar for a view into how some law firms have started to address these pains with both easy to use, deploy and support software as well as more efficient processes. Adoption by legal professi... Read more

Best Practices for Word Form & Template Modernization

December 15, 2011

Join us for an insightful Webinar on January 17th 2012 that will showcase an automated migration process that will address how you can convert your IStream, Calligo, Mosaic, Eloquence, Mail Merge, and other Word-based templates, facilitating an easy transition to alternative technologies.

Topics of discussion will include:

• Best practices for document migration
• Conversion of content and business rules
• Document migration testing and content compliance validation
•  Options for integration with your existing systems and data sources

An Xpertdoc Solution case example will help to showcase the immediate and long term benefits of bringing the document output generation capability to the Business Users' desktop! Learn more about this webinar and register ... Read more