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Increase Your Sales Velocity with an Integrated CRM/DMS Solution

Increase Your Sales Velocity with an Integrated CRM / DMS Solution

48 min | Flash* | 63 MB streaming

If you already rely on SugarCRM to manage and organize your daily account activities, you won't want to miss this webinar that shows how adding KnowledgeTree document management software can improve efficiency by streamlining access to documents - from within SugarCRM!

Evan Person from KnowledgeTree and Lionel Fernandes of iNet Process present an affordable and easy way to integrate SugarCRM with the document repository and functionality of KnowledgeTree. Richard Jonassen of AF Logistics, a growing food transportation company in New Zealand, discusses how the company is using the integrated solution to drive its business processes. He explains how the iNetDocs integration is making documents such as claims, proofs of delivery and rate negotiations that are stored in KnowledgeTree visible to account managers.

Who should attend:

  • Sales and account management professionals
  • Customer service representatives
  • Anyone who currently uses SugarCRM to manage customer relationships

What they will gain:

  • Learn how to improve sales efficiency and enhance customer relationships with an integrated CRM/DMS solution
  • Hear firsthand how an organization implemented the solution to meet its specific needs and what is involved
  • A look at "a day in the life" of a user of the combined solution

When responsiveness matters, you need every advantage. Register now for this informative webcast.

* You will need Macromedia Flash Player to view this webcast. If you do not have it installed, please download it here.

 

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