June 19th, 2009 by Brian Cors
Several months ago, we added the ability to import contact (and other) data into SalesDoc Architect from any CRM or contact management application that can generate a mail-merged Word document. This capability eliminates the need to re-key data, saving time and reducing re-keying errors.
Together with Tigerpaw Software, we are pleased to announce the joint development of functionality that enables you to push configuration data (part numbers, quantities, pricing, etc.) from SalesDoc Architect into Tigerpaw’s CRM+ business management software application. Now you can use the combination of CorsPro’s SalesDoc Architect and Tigerpaw’s CRM+ solutions to…
- Manage customer relationships with CRM+
- Configure turnkey solutions with SalesDoc Architect Generate customized proposals, statements of work and other documents with SalesDoc Architect.
- Generate sales orders, initiate billing, manage inventory, schedule service orders (and more!) with CRM+
…all without having to re-key any data back and forth between the two applications.
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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.
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