Salesnet Finalizes Document Management Release

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Salesnet, a customer relationship management (CRM) software and professional services company, readies their much-anticipated Document Management release which dramatically improves ease-of-use and performance when merging documents with Salesnet data.

Our new Word Add-In is part of Salesnet CRM’s growing Office Add-In Library.

Salesnet, a customer relationship management (CRM) software and professional services company, readies their much-anticipated Document Management release which dramatically improves ease-of-use and performance when merging documents with Salesnet data.

The Salesnet CRM Document Management final release is expected in Feb 2013. Reference group testing is already underway with beta testing beginning just before the end of the 2012 calendar year.

Data merge features have always been available within Salesnet CRM, however this release includes an overhauled template production process and three new template classifications for contracts, quotes and proposals. Existing templates are seamlessly updated and converted to the newer document formats and users are able to save the templates and their documents locally or directly to their account online.

Additional functionality enhancements are also included with this release. Centralized attached document management enables system-wide search and review of templates and documents that are associated with accounts, contacts and opportunities both owned by and shared with the user.

“Our new Word Add-In is part of Salesnet CRM’s growing Office Add-In Library. This is a ground-up rewrite of the document merge functionality leveraging optimized web services and latest installation and integration technologies from Microsoft. Customers will benefit substantially from improvements in performance and ease-of-use,” Tod Madderra, Salesnet.

The Microsoft Word Add-In for Salesnet CRM is the second in a series of Office Add-Ins providing tight integration between Salesnet CRM and Microsoft Office 2007, 2010 and 2013.

Salesnet® is a leading provider of online CRM software specializing in managing and reinforcing successful sales performance. Salesnet CRM™ is extremely configurable, while remaining easy to learn and use, empowering companies to sell more effectively. Organizations such as Namasco, Sovereign Bank and ITSM Academy use Salesnet CRM™ to increase revenues, improve sales and marketing effectiveness, and successfully manage customer relationships. For more information on Salesnet® go to http://www.salesnet.com.

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