Deliver Highly Personalized Customer Communication

Reinforce your brand with consistent customer exchanges from your CRM or ERP.

Provide uniform messaging 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 easy reach. You can empower your front office with easy access to this information, and user-friendly tools let you 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. Using GUID technology addresses multiple inter-departmental needs: your accounting team knows when to follow up on an invoice, your sales team knows when a proposal is heating up, and your operations team knows when a recall notice is getting read.

Optimize customer engagement

Design and submit personalized, consistent, and compliant customer communications straight from your CRM or ERP system, all while providing a much-improved customer journey, with more 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 sales process component is often overlooked. Power your CPQ program with easy tools to adapt your offer on the fly.

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