Showing posts with label customer management. Show all posts
Showing posts with label customer management. Show all posts

Saturday, March 14, 2009

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.

Thursday, December 18, 2008

ACT: Vote for ACT! by Sage in Small Business Computing's 2009 Excellence in Technology Awards

ACT! by Sage is certainly our favourite of the contenders listed. And since we both use it internally and are out implementing, setting up and training our clients on it day-in, day-out we know the solution pretty well!!!

If you agree that ACT! by Sage is the best contact management solution around for small and medium-sized business, then why not vote?!

Follow the link here, then click on "Software/Services", and select ACT! under "Sales/Customer Management", then scroll to the bottom of the page and hit "Submit".

Voting is accepted until Midnight (EST) on 9th January 2009.



For more information on our ACT! by Sage related services, please do not hesitate to get in touch with us on 0844 357 7360 or 01782 721301 or email sales@hilltopsit.co.uk. We offer a complete range of services - from licensing to implementation to setup and training and have worked in many different industry verticals. for you, that means a very experienced team that can get your contact management solution up and running fast so that you get the benefit straight to your bottom line sooner.