Business Value

Document Output for Dynamics CRM

Take CRM to the Next Level

The collection and management of customer data is a core function for companies of all sizes. How this data gets used to build relationships and stimulate business growth is just as important. From quotes to contracts, work orders, invoices and statements or general correspondence, data and communications no longer have to be considered as separate entities - they can be aligned and integrated for maximum effect.

Xpertdoc Empowers Microsoft Dynamics CRM Users

Companies who have Microsoft Dynamics CRM, or who are contemplating its acquisition, will find that the Xpertdoc Solution for Document Output extends its functionality to provide a powerful platform that business users can leverage for greater efficiency and accuracy in their communication efforts. Much more powerful than mail merge and at the same time easier to use and maintain than reporting options, the Xpertdoc Solution provides business users with the familiarity and ease of use of Microsoft Word's template design with the assurance of a hassle-free deployment and a secure, reliable and scalable operation.

• Pull and embed images, text, logos, charts and more from the CRM system
• Leverage all relational layers of the CRM database for enhanced customization
• Generate personalized documents with structured and ad hoc content
• Deliver CRM-driven correspondence and utilize high-performance printers, third-party mail houses or self-service portals all from business user desktops

Streamline Document Creation For Enterprise-Wide Efficiency

A seamless integration means organizations can deliver an intuitive, rules-based assembly of business documents that automatically pulls data from multiple CRM entities, customization fields and additional data sources such as an ERP or a Digital Media Library. Users can automate document production from their desktop, produce multi-language output independent of the user interface, and distribute the documents from the CRM interface and CRM workflows in a variety of formats (PDF, email, print, fax, SMS).

Xpertdoc empowers business users to maintain, adapt and develop documents with little or no support from IT, yet at the same time it allows and effectively supports the enforcement of the IT’s best practices in terms of security, reliability and scalability fostering a “best-of-both-worlds” collaborative approach to output design and management.