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Thursday, October 24 • 8:00am - 9:00am
CRM Confession: Slick Processes for Contract Reviews in CRM

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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.

avatar for Adam Rose

Adam Rose

Inside Sales Manager, ImageSoft, Inc.
I love living at the intersection of Technology and Business. Especially when using CRM to automate, streamline and improve workplace processes. My skill set includes software development, business and technical analysis, project management, and sales. But, most importantly, I love listening to and learning how people do what they love and then figuring out how technology, and particularly CRM, can make their life easier and more enjoyable!

Thursday October 24, 2013 8:00am - 9:00am
MW-Salon C
  • CPE Eligible No
  • Level All

Attendees (13)