MICROSOFT DYNAMICS CRM INTEGRATION
When You Integrate ClientPoint with Microsoft Dynamics You Will Have a Business Proposal Creation and Management Super-System
By integrating ClientPoint with Microsoft Dynamics, you create a very powerful business proposal generation, delivery and tracking system. This system will reduce the amount of time it takes your team to create business proposals by up to 500% while at the same time making it easy to associate your business proposals with your CRM records in Microsoft Dynamics.
With ClientPoint you can manage your entire sales and marketing library and ensure that all your Microsoft Dynamics users have access to the most up-to-date sales and marketing materials and pricing.
When you integrate ClientPoint with Microsoft Dynamics you with have…
- A single sign-on that allows your team to create business proposals right from Microsoft Dynamics
- You can see a full proposal and eBrochure history directly from the Opportunity, Account and Contact records
- You can quickly and easily create, send, download, view analytics, and track a proposal from within Microsoft Dynamics