Deliver Highly Personalized Customer Communication Directly from your CRM or ERP

Achieving Consistent Customer Communications that Reinforces your Brand

Customer and prospect data live across multiple silos in most organizations, making it more difficult to deliver a uniform message across all platforms.

Communicate Critical Business Documents More Consistently than Ever Before

Since the goals of finance, operations, sales and marketing differ – along with many of their tools – consistent customer communication that reinforces your brand is seldom achieved.

Communicate Critical Business Documents More Consistently than Ever Before

Since the goals of finance, operations, sales and marketing differ – along with many of their tools – consistent customer communication that reinforces your brand is seldom achieved.

Extract Relevant Data from Anywhere

Your back office systems contain mountains of data, not all of it well formatted or within each reach. Empower your front office with easy access to this information, and user-friendly tools to take it the last mile to your customers and prospects.

Connect Buyers and Sellers

In today’s world, attachments are justifiably viewed with suspicion. Savvy marketers instead link to content while retaining the original on their servers. By using GUID technology, accounting knows when to follow up on an invoice, sales when a proposal is heating up, operations when a recall notice is getting read.

Optimize Customer Engagement

Through the ability to design and deliver highly personalized , consistent, and compliant customer communications directly from your CRM or ERP system, all while providing a much improved customer journey, and an increase in quality customer touchpoints.

Amend, improve or retract your offers

Sending links rather than attachments allows you to quickly change or revoke sales proposals and other time sensitive communication. This essential component of an otherwise well-crafted sales process is often overlooked. Power your CPQ program with easy tools to adapt your offer on the fly.

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