SalesLogix - Document Automation

SalesLogix - Document Automation Overview

Automating the creation and distribution of welcome packs, statements and other documentation can be achieved effortlessly by utilising TaskCentre for SalesLogix’s document automation functionality.

TaskCentre for SalesLogix provides organisations with the ability to automate the production and delivery of documents in a variety of formats such as Email, Fax, Print, PDF, Microsoft Excel, HTML, XML, CSV, Microsoft Word, TAB separated, RTF and Crystal Report.

Examples of Document Automation for SalesLogix

• Creation & distribution of welcome packs
• Creation & distribution of delivery notes
• Creation & distribution of statements

TaskCentre for SalesLogix Download Resources

Whitepaper - A Guide to Intelligent CRM

  Learn how to deliver what your
  customers really want without
  increasing workloads.

  » Download now

Technical Whitepaper – TaskCentre

SalesLogix Document Automation | TaskCentre for SalesLogix

   Learn more about
  how TaskCentre works.

  » Download now

Want to learn more about Document Automation for SalesLogix?

If you are interested in learning more about how TaskCentre has already helped companies similar to yours, please contact us now via one of the following options:

1) Contact your SalesLogix solution provider to arrange a demonstration of TaskCentre
2) Contact us via email or call us on 01202 241115 to request further information
3) Complete this form to book your personal web demonstration of TaskCentre for SalesLogix.