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All posts with CRM tag

20 posts
February 18, 2014 | Marlene Shoucair
Sergiy Fomenko is the CRM project manager within the Sales Effectiveness team of Husky Injection Moldings Systems, a leading global equipment manufacturer. He is a business and technical leader of one of the largest Microsoft Dynamics CRM implementations in the Greater Toronto Area. A PMI certified project manager and Microsoft Professional in Customer Relationship Management, he joined the Husky Sales Effectiveness team in 2010 to drive Husky’s CRM usage by the 400 active users tracking opportunities in the database.
February 14, 2014 | Mike Porter
Every organization is concerned about their corporate image. Companies rely on their brand identity to influence the actions of customers, stockholders, investors, distributors, or the media. If you've established formal guidelines for maintaining your corporate identity, then you are probably aware they aren't always followed by everyone in the company. Unfortunately, you won't always know the corporate standards have been violated – unless there's an issue.
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January 7, 2014 | Sabrina Pechousek
Now that your opportunity has agreed to your quote, the fourth and final step to winning a loyal customer is closing the deal. With Xpertdoc, you can send out a personalized contract that your opportunity can e-sign from their location, with the direct AssureSign integration.
December 10, 2013 | Sabrina Pechousek
Now that your opportunity has signed the NDA, the third step to winning a loyal customer is preparing a quote. With Xpertdoc, you can send out a personalized proposal that your opportunity can e-sign from their location, with the direct AssureSign integration.
November 26, 2013 | Sabrina Pechousek
Now that your lead has been enticed, the second step to winning a loyal customer is pursuing the opportunity. Your marketing material has hit home, and your prospect is ready to engage with you. It’s time to send out a personalized non-disclosure agreement (NDA) using Xpertdoc’s Solution for Dynamics CRM 2013 and its integration with AssureSign for e-signature.
November 22, 2013 | Willie Nelson
What a great way to spend Friday morning 11/15/2013 at the CRMUG Regional meeting in Milwaukee, joining dozens of Microsoft Dynamics users for more learning and networking.
November 21, 2013 | Mike Porter
Personalizing customer communications improves comprehension and response. But we've all seen instances when personalization attempts have gone poorly. Missing or erroneous data can result in documents that have negative effects. They can alienate or even offend customers and prospects, or cause customer service representatives to spend valuable time with individual customers to explain confusing messages received in the mail. Better business rules may protect companies from making some of these embarrassing mistakes. Human intervention may be required in other cases.
November 19, 2013 | Sabrina Pechousek
The first step to getting a loyal customer is acting on a good lead. Leads can come from anywhere; from emails or phone calls, from your website or from the event you attended last week. However, now that you have those leads, it is important not to lose them by taking too long to reach out to them.
October 10, 2013 | Mike Porter
By centralizing the control and production of correspondence, the Xpertdoc Solution for Microsoft Dynamics CRM allow organizations to reduce costs, improve quality, and add volume to underutilized assets in the centralized mail center.
October 10, 2013 | Willie Nelson
Xpertdoc was honored to be showcased at iSight 2013, in a session highlighting how I.B.I.S. implemented Microsoft Dynamics CRM, SharePoint, and the Xpertdoc Solution to streamline their document generation, distribution, electronic signature, and storage processes.

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