CRMUG Summit 2013 Tampa

Effective communication within an organization is a critical component of building valuable customer relationships. As such, ImageSoft, a service provider automating, streamlining, and improving workplace processes through document and process management solutions, recently developed their own internal solution for a multi-level contract review process within CRM. Learn how they used custom entities, workflows and processes, SharePoint integration, reports and dashboards to streamline and manage contract approvals within CRM.