Muscle up Mail Merge for Knockout Document Generation
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Muscle up Mail Merge for Knockout Document Generation CRMUG Partner Showcase Francis Dion Founder and CEO Proprietary and confidential to Xpertdoc Technologies Inc. May not be used or distributed without permission. February 17, 2015
CRM – A digital champion with a fatal flaw Organizations are investing heavily in CRM as a major part of their digital initiatives to enhance the customer experience. BUT for users: Unlocking the power of their CRM data is hampered by clunky functionality that fails to deliver the agility they need to support deep, multi-channel customer engagement. …The official answer is Mail Merge Proprietary and confidential 2
What CRM customers are saying… “Why does it take 26 clicks to generate a single document? ” “Your data source is limited to the current entity. ” “Mail merge has a MAXIMUM limit of 62 data “Microsoft suggests fields that they “If you have more than fields – you need to be think you will want, but they rarely 10 look up fields Mail very strategic with what Merge will start to bug. ” are – it chews up a lot of the data fields to grab!” fields and then you have to manually uncheck fields you don’t “You need to enable want. ” “Our internal manual on how to do a mail merge is thicker the documents we produce. ” Macros tothan do mail merge – you need access to macros to make it work. ” “Mail merge is extremely clunky and does not make it easy to communicate with my clients. ” Proprietary and confidential 3
Mail Merge Is Difficult Proprietary and confidential
Challenges of Mail Merge • 28 clicks to completing a single mail merge. • Each time • Every time • Lots of choices and confusing options • Dependent on the user’s desktop configuration • Limitations to the number of merge fields, access to other information available in CRM, etc. Proprietary and confidential 5
SSRS Falls Short Proprietary and confidential
4 Handicaps of SSRS • Set-up and ongoing maintenance involve IT • Great for tabular content; not so great for flowing text • 4 x longer to design/lay out in SSRS vs. Word • Inability to modify output post-production And you still have the same distribution challenges Proprietary and confidential 7
There Is an Answer Xpertdoc for CRM A Whole New Weight Class Proprietary and confidential
Realize the full potential of your CRM investment • Unlock the potential of all your customer data for impactful and resonant customer communications • Eliminate unnecessary manual intervention and manipulation of core customer data • Generate personalized and compliant documents directly out of CRM …. in a single click Proprietary and confidential 9
Xpertdoc – Supporting your business • Generate rich, impactful, data-driven documents right out of Dynamics CRM • Complete range of capabilities priced right for your business • Start using it NOW Available On-premise and on the Cloud www. Xpertdoc. com/crm Proprietary and confidential 10
