CRM Mail Merge: Web Based CRM Word & Excel Integration




CRM_mail-merge_screenshot | Salesboom

CRM 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.

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Mail merge is a function that helps you to streamline repetitive tasks to create customized documents (Forms, Letters, etc…). You able to create a mail merge template that would contain the variables that needs to be merged in it. Using the template, you can pull data from Salesboom CRM Software and merging them into MS Word & Excel and PDF templates in real time and create the merged documents with accurate values for the variables.

Suppose you have to send customized emails to multiple leads. In such cases, you need not manually type the details of each lead in the emails to customize them. Instead, you can easily create a template with the merge fields from the leads module and later merge the data to get all the customized emails.
The CRM Mail merge integration automates creating thousands of personalized files and emails to share relevant information with your target clients simply in less 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 Cloud 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. And with all your stored business contacts in Salesboom CRM software, our CRM Mail Merge integration functionality helps you in creating personalized documents based on your CRM data instantly.


Cloud-CRM_mail-merge-screenshot | Salesboom

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 Cloud CRM Software.

With Salesboom Cloud CRM Mail Merge:

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

Remember, Create mail merge templates for different modules in your Salesboom CRM software system. Give your document a personalized look and save time in processing thousands of customized files with few clicks.

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 Cloud 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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