Deliver Highly Personalized Customer Communication
Reinforce your brand with consistent customer exchanges from your CRM or ERP.
Provide uniform messaging across all platforms
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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