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Xpertdoc Technologies, Inc.
5 followers -
Document output, CCM, CRM, Client Communications, Sharepoint, Open XML
Document output, CCM, CRM, Client Communications, Sharepoint, Open XML

5 followers
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Xpertdoc Technologies, Inc.'s posts

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The Xpertdoc Connector for Dynamics CRM allows you to easily and efficiently create, manage and deliver personalized, Omni Channel documents through a single user-friendly interface. Download it for free, and experience the benefits of unlimited capabilities!
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CRMUG Summit has officially started in Reno, NV, and we are IN! Come see us at booth 620 to find out more about the Xpertdoc Connector for Dynamics CRM and learn how this powerful solution can help your organization. Plus, attend our insightful sessions on October 15, at 8:00 and 9:30 AM. #CRMUGSummit #INreno15

Happy Thanksgiving to you and your friends and family. May you day be filled with blessings and joy.

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Providing customers with highly personalized business documents is the key to improve customer engagement. The Xpertdoc Connector for Dynamics CRM allows easier merging of CRM data with quotes, invoices, contracts, and more, in 1 click vs. Mail Merge’s 23 clicks. http://ow.ly/RZ6I6

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For insurers, regulatory infractions associated with customer communications can have a negative impact on their business. And issues such as out of sync duplex printing, obsolete content, and mixed up data happen in high-volume documents and "1-off" single-recipient correspondence alike. Preventative measures are crucial to ensure document privacy and compliance, and more importantly client loyalty. http://ow.ly/PTJiC

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The Xpertdoc Connector for Dynamics CRM allows you to easily create, manage and deliver personalized, professional documents from the CRM platform. Download it for free, and experience the benefits! http://ow.ly/PHBHV

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Xpertdoc supports Word 2016 in Office 365. The integration adds significant value to clients who use Microsoft’s full-suite offerings by enhancing functionalities such as co-authoring, online file storage and approval workflows. http://ow.ly/PDV1V

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Xpertdoc announces first-to-market support of Microsoft Word 2016 for our CCM suite, continuing our trend as a leader in leveraging Microsoft innovations – started in 2007 when we were the first company to unlock the power of the DOCX format. http://ow.ly/PxsHV

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Social media and mobile usage have changed the way we all use the Internet. No longer do we simply browse websites; we want to interact online with the companies we do business with. 

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Consumers today are asking for more interactions through online services that are fully accessible 24/7. Learn what insurance industry experts are saying about the value and benefits of web-based self-service portals like Xpertdoc. #IASA2015 http://ow.ly/O7X1f
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