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Tuesday, October 22 • 2:45pm - 3:45pm
Heating Up the Lead-to-Close Process

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In today’s ever-changing marketplace, old school approaches to managing sales opportunities can leave customers cold. In this session, we explore the A to Z of transforming prospects into loyal customers, leveraging the power of Dynamics CRM in combination with Xpertdoc’s fully integrated, automated document output solution. Learn how you can expedite and enrich every aspect of your lead-to-close process, building automated, tailored documents that can include options for sign-off using integrated e-signature technologies. Discover how to deliver a timely and exceptional customer experience that nurtures loyalty and drives business value … the new-fashioned way.

Tuesday October 22, 2013 2:45pm - 3:45pm
  • CPE Eligible No
  • Level Beginner

Attendees (16)