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Microsoft-Mail Merge: Invoices, Excel, Word, Email


on demand hosted CRM software / web-based SFA instant messenging service software

  • Mail Merge your Web Based CRM data into Microsoft Word & Excel documents.
  • Create quotes, proposals, invoices and more populated with data from your Web Based CRM.
  • Eliminate duplicate data entry and cut-and-paste practices.

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Web Based CRM >Microsoft Word & Excel Integration >Microsoft-Mail Merge

Microsoft-Mail Merge; Web Based CRM Word & Excel Integration:

Microsoft Mail Merge within Salesboom's Web Based advanced integration system allows your employees to build proposals, quotes, invoices, contracts and more by pulling relevant data from Salesboom and merging them into MS Word & Excel and PDF templates in real time.

Salesboom offers you the choice to use our Quote Management Application, which is very user friendly, allowing you to generate quotes on the fly and email them out from the same platform, or to continue using MS Word & Excel and integrate your Salesboom data. With Salesboom’s single repository of data it has never been faster to generate proposals, quotes, invoices, contracts and more no matter of preferred method.

Integrating your Web Based CRM data into popular desktop applications such as Microsoft Word & Excel and OpenOffice will help your company generate unlimited number of quotes, proposals, invoices, and direct mail pieces and will extend Salesboom value to the desktop further.

Create Microsoft Word mail merge templates, and populate them with information from Salesboom fields, including custom field’s specific to your organization. You can also choose to directly mail your proposal, quote, and invoice or contract information without leaving Salesboom’s Web Based CRM Software.

 

Once you truly gain full visibility into your company's business processes, you'll never want to go back to the dark again. We guarantee it. Take a Free CRM Software 30-day Trial today, or contact us directly for more information: 1.855.229.2043 (1.855.229.2043) or via e-mail at sales@salesboom.com.

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