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All posts with CRM tag

24 posts
September 22, 2014 | Mike Porter
Taking communications to a higher level of customer awareness allows organizations to abandon awkward messaging that fails to consider up-to-the-moment status. Systems built from the ground up to connect document composition with CRM data and use that information intelligently is a key factor in advancing the state of customer communication.
March 12, 2014 | Willie Nelson
What a great way to spend last week in Atlanta at Convergence 2014 in the Georgia World Congress Center. Xpertdoc joined over 12,000 Microsoft Dynamics users for a week of learning, networking and fun!
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.
February 14, 2014 | Mike Porter
Every organization is concerned about their corporate image. 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.
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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 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 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. It's time to send out a personalized non-disclosure agreement (NDA) using Xpertdoc's Solution for Dynamics CRM 2013 and its e-signature integration.
November 22, 2013 | Willie Nelson
What a great way to spend Friday morning 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 missing or erroneous data can result in documents that have negative effects. 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. With Xpertdoc, you can personalize marketing materials to each lead according to their industry, size, interests or any other element you deem relevant.

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