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Speeding up quotes in Microsoft Dynamics CRM
Data8 have designed an application that will speed up the preparation of quotes in Microsoft Dynamics CRM.
Currently, to go from seeing a quote on screen and wanting to see it in Word takes 12 steps, the new application developed by data8 needs only 3 steps.
Mark Carrington, chief technologist at data8 Ltd, said “At data8 we are always looking for ways of improving the efficacy of CRM systems, the quote system is one process we identified as based around the technical steps of how the process is implemented and not the business processes the user is working with”.
He continued, “We developed a smoother process that takes away the implementation details and allows the user to go straight from the quote screen to the finished document in Word”.
Data8 Ltd is the premier data enrichment specialist, ensuring customers completely trust their data.
Customers access data8’s Software as a Service (SaaS) cloud based application to complete online data cleansing, this is backed by a bureau service and an unrivalled integration package which allows companies to quickly validate their data.
Data8 believes that data needs to be at the core of any business in order to inform, direct and develop growth, this can only be done with clean accurate data.
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data8 Ltd is the premier data enrichment specialist.
Customers access data8’s cloud based application to complete online data cleansing, this is backed by a bureau service and a data integration package allowing companies to validate their data.