Web Based CRM >Microsoft Word & Excel
Integration >Microsoft-Mail Merge
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
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 email@example.com.