Spending most of my career in software development in the
Customer Relationship business sector first with Onyx Software then with
Microsoft Dynamics CRM I’ve learnt a few things.
Firstly it is true that Sales people want to spend their
time selling and not entering data onto systems. Any person involved with a sales process has
a priority of getting signed contracts and not always dotting all the I’s and crossing
So the answer is not to berate your sales people, the answer
is to make the systems they use efficient so the minimum amount of time is
needed to meet the needs of data collection and reporting.
Here at MyCRM we have created a number of Sales and
Marketing productivity tools like eMap, eNumber etc., but today I’m going to
highlight the power of PDF in CRM. The
solution from MyCRM is called ePDF and this enables the shortening of time
needed to send a quote, order, invoice or any customer report to the a prospect
It is a given that the CRM system will be able to create
quotes based on a given product catalogue, but then what? The next natural step is to send the quote to
the customer or prospect, but this is where systems can start to let you down.
Even the well-designed leading marketing products can make
this step a little difficult, so with ePDF we have taken what is a 13 click
process and reduced it to 3 or 4 clicks.
You might ask, does it really matter? Well if you have to do 10 quotes, using the
MyCRM ePDF add-on we would save you about 30 to 40 minutes in your day.
That is 30 to 40 minutes of extra selling time and increased
So how does it work? ePDF basically streamlines the process by
running and saving the selected report in the background and then automatically
creates the email and saves this with the attached quote as a file ready for
You can see the output below on the quote screen and the
email that is generated
Below is the generated email with the PDF attached ready to
From the email you can open the PDF file to check the
content and this will be generated from the CRM report that is selected, so no
need to use external product like Adobe or Microsoft Office.
If you would like a trial of ePDF then please register here http://downloads.mycrmgroup.com/ePdf.aspx
if you have any questions then please contact firstname.lastname@example.org