May 24th, 2009 by Brian Cors
Proposal content for Avaya and Cisco telephony solutions are now available, complementing the vendor content that is already available for Mitel, Inter-Tel, Nortel and ShoreTel solutions.
Of course, this ready-made vendor content complements your own content (via CorsPro’s content merge function), enabling you to create proposals, statements of work and other outputs that differentiate you from your competition.
For further information on this vendor content, please contact us at contact@corspro.com.
May 11th, 2009 by Brian Cors
We are pleased to announce the availability of software that enables you to pull data from almost any CRM or contact management solution and push it into SalesDoc Architect™. This not only includes contact information, but can also include other data that can be used by SalesDoc Architect to drive solution configurations, pricing and proposal content (see also our article on this topic).
As long as your CRM or contact management solution can merge data into a Microsoft Word document, the new Word2SalesDoc Architect integration can grab that data and push it into SalesDoc Architect. Moreover, you can push that data into any named range of any configuration tab within SalesDoc Architect, and SalesDoc Architect will automatically bring the required target tabs into your SalesDoc Architect file.
The most obvious benefit of the Word2SalesDoc Architect integration is that it eliminates the need to re-type contact information into SalesDoc Architect, saving you time and reducing typing errors.
The more revolutionary benefit is that you can use this data to drive your configurations, proposal content and statement of work content based on rules that you set up within SalesDoc Architect. As mentioned in “The Benefits of Driving Proposals from Your CRM Solution” on the Productivity Edge, you can drive configurations, pricing and proposal/SOW content based on data such as vertical market (e.g., hospitality, financial services, etc.) that is stored in your CRM or contact management solution.
Read the rest of this entry »
