QUOTEWERKS: new Microsoft CRM integration demo available

QuoteWerks has released a new demo video demonstrating the integration between QuoteWerks and MS CRM. The new video highlights all the major functions including:

• Pulling in customer information into the quote
• Adding additional customer information into the quote and layout
• Scheduling follow up calls
• Creating/Updating MS CRM Opportunities
• Closing MS CRM Opportunities as Won

The new video can be viewed by clicking here.

If you have any questions or would like to know more about QuoteWerks contact manager integration, then please give us a call on +44(0)1782 564252 or see our website here: http://www.hilltopsit.co.uk/quotewerks/index.aspx

For even tighter integration, then there is also the ConnectIT-MSCRM product which allows the QuoteWerks user to link their document to an existing Microsoft CRM Opportunity.