Microsoft CRM integration for Xerox DocuShare—Thomas Gabel Consulting GmbH
Description
Customer relationship management (CRM) solutions allow companies to capture, store, and analyze customer data. The Microsoft CRM integration for Xerox DocuShare enables you to enjoy powerful CRM capabilities along with advanced document management for more dynamic customer service.
This integration places a Documents object in the Microsoft CRM interface, allowing your customer relationship managers to maintain more complete access to customer data and metadata for optimized service and response. When a new entry is made into the Microsoft CRM system, metadata is automatically created and compiled, thus offering up-to-date views of all documents related to any particular step in the customer service process. The result is more efficient, effective customer service that benefits from instant access to the most current customer data and metadata.
Offers greater efficiency and productivity by linking documents to Microsoft CRM at all phases of the service or sales process
Synchronizes systems constantly so that document versions are always up to date Enables faster customer response, making customers more amenable to cross- and up-sell offers
