Tagged With "CRM"
Topic
The Sailor Group, Inc. - RICOH Preferred Partner
PRESS RELEASE FOR IMMEDIATE RELEASE July 3, 2018 The Sailor Group, Inc. - RICOH Preferred Partner Windermere, FL, July 3, 2018 – The Sailor Group, Inc., a Salesforce.com reseller partner and provider of professional services, training, and consulting, on the Salesforce.com Lightning Platform today announced being approved as a RICOH Preferred Partner. Their product “AgentDealer - a custom CRM for the office technology industry” will now be available to their dealers on the RICOH Co-Op...
Topic
MERP Systems Awarded Data and Document Management Systems Contract by the US Environmental Protection Agency (EPA)
HERNDON, Va., Aug. 14, 2018 /PRNewswire-PRWeb/ -- MERP Systems, Inc. (MERP) was awarded a new contract by the US Environmental Protection Agency's (EPA) Office of Chemical Safety and Pollution Prevention (OCSPP) for its Document and Data Management support. MERP will provide the EPA comprehensive Data and Document management services through a five-year $8.6 M contract to address data analysis, management, archival of documents and data pertaining to the Office of Pesticide Programs (OPP)...
Topic
AGENTDEALER STRUCK BY LIGHTNING New Lightning Interface
Press Release The Sailor Group, Inc. Contact: Ed Barfield Telephone: 818.414.8120 ext 700 Email: info@thesailorgroup.com Website: www.sailorgroup.com March 6th, 2019 AGENTDEALER STRUCK BY LIGHTNING NEW LIGHTNING USER INTERFACE Windermere, FL, March 6, 2019 – The Sailor Group, Inc., a Salesforce.com Reseller Partner today announced the launch of AgentDealer on the Salesforce Lightning Platform™. The Lightning upgrade provides for enhancements to existing tools along with many NEW features...
Topic
NEW eSignature feature for AgentDealer
Windermere, FL, Tuesday, March 31, 2020 – The Sailor Group, Inc. the developers of AgentDealer ® , a custom CRM platform for the office technology industry, announce today the addition of the Formstack Sign application for the AgentDealer ® platform. “Never has there been a time when eSignature is more needed. With entire sales teams working from home and not able to venture out to sign documents on site, eSign is the right tool at the right time.” Ed Barfield – CEO - The Sailor Group, Inc.
Topic
GreatAmerica Uses Salesforce to Streamline Financing Process with Quoting Integration
"GreatAmerica Financial Services Corporation© announced today it has successfully deployed Salesforce to streamline the financing process for GreatAmerica customers across the industries it serves in IT, telephony, office equipment, automotive, light industrial construction and business solution software. This implementation of Salesforce allows customers to quote monthly payments, submit credit requests to GreatAmerica, and track credit applications. 'GreatAmerica Financial Services has...
Topic
Salesforce Now Integrated into eFileCabinet’s Document Management System
eFileCabinet, Inc., the leading document management software for SMBs, announces its eFileCabinet Online product is now integrated with Salesforce.com. This integration means that customers can easily sync and view their eFileCabinet files and drawers within Salesforce and view their Salesforce contacts within eFileCabinet Online. "Salesforce is a leader in the cloud CRM space for businesses of all sizes, and we are happy to provide our customers with this much sought after solution," said...
Topic
CRM Solution by Acidaes, CRMnext, Launches Advanced Document Management System with Highest Level of Security
CRM Solutions Delhi (PRWEB) August 02, 2013 CRMnext's launched advanced Document Management System which will provide an effective way for creating a central repository of data and allowing users ad hoc access through a secure login. The advanced DMS will also enable users to upload documents against leads, contacts, customers, opportunities, cases etc. and make them readily available depending on the roles and permission assigned. The new DMS will also enable users to login to their Google...
Topic
Qorus Software, Global Provider of Document Automation Solutions and Mint Management Technologies Partner, to Deliver Document Automation Solutions for SharePoint
Johannesburg, South Africa (PRWEB) February 20, 2014 Qorus Software ( http://www.qorusdocs.com ), a global provider of document automation solutions for Microsoft Office and SharePoint, continues its partner acquisition strategy as demand grows...
Topic
Latest DocuSign Release Helps Microsoft Dynamics CRM Users Keep Business Digital™
SAN FRANCISCO--( EON: Enhanced Online News )-- DocuSign , The Global Standard for eSignature® , announced the latest release of the DocuSign connector for Microsoft Dynamics CRM. DocuSign’s connector makes capturing data and signatures on contracts and other documents easier, faster, more convenient, and secure than ever for Dynamics CRM users. “The new release of DocuSign makes Dynamics CRM an even more powerful solution for building business relationships, managing and signing documents,...
Topic
INTELLEDOX RELEASES INFINITI VERSION 8.4 FOR CLOUD AND MOBILE
INTELLEDOX RELEASES INFINITI VERSION 8.4 FOR CLOUD AND MOBILE Canberra, Australia – 5 December 2013 - Intelledox, an industry leader in customer-centric business process automation software, today released Infiniti version 8.4 for cloud and mobile. Infiniti is Intelledox's flagship solution. With over one million users worldwide, it is a leading customer communications platform that assists organizations to engage with customers, streamline business processes, mitigate risk and capture data...
Topic
CRMnext, #1 CRM Solution in the BFSI Sector, Releases Advanced Document Management System
New Delhi (PRWEB) November 12, 2013 CRMnext, leading provider of CRM solutions in the banking and insurance sector, releases an advance document management module, which will enable organizations to effectively store documents and allow access through a secured login. The advanced system will enable organizations to effectively store data and allow users access through a secured login. The advanced system with its state-of-the-art features will help businesses to conveniently manage...
Topic
[INFOGRAPHIC] Is your sales strategy out of step? (46% of salespeople say it is!)
What makes a high performing salesperson? A recent study of 250 salespeople carried out by the CRM reviews company, GetApp suggests that modern sales strategy may not be as far removed from the old, ‘Always be closing’, as we may have thought.. Some stats from the survey: Almost half (46%) of sales professionals surveyed see price as the number one priority for customers Less than 10% think that consumers are looking for personalized customer service … Read more »
Topic
PSIGEN Announces PSIsafe Integration for SalesForce CRM
MADISON, Ala., Nov. 08, 2017 (GLOBE NEWSWIRE) -- PSIGEN Software, Inc., an innovative developer of document capture, business process automation and content management solutions, is pleased to announce the integration of its document management software product, PSIsafe , with Salesforce, the world’s No. 1 customer relationship management (CRM) solution. With the PSIsafe Cloud connector, SalesForce clients can access all the benefits of PSIsafe from their Salesforce CRM account. The...
Topic
8 Ridiculous Things You Tell Yourself When Your Prospect Stops Responding
You know what I hate? Being ignored. I’m not talking about being ignored by a completely unknown prospect that I’ve cold called once. But I’m talking about when a hot prospect ghosts you. I’m sure this has happened to all salespeople. You have some good contact with a prospect, things are moving along according to plan, and then POOF, you never hear from them again. It’s this disappearing act that really bugs me. (And it happens even if you’re using an amazing self-writing CRM like Spiro .)...
Topic
Supplier Relationship Management – A Solution to 5 Key Procurement Challenges
Supplier Relationship Management – A Solution to 5 Key Procurement Challenges Procurement includes the processes by which manufacturing requirements are translated into supplier requirements; how supplier relationships are managed; and ultimately the ordering of goods and services needed to produce the product. Leading edge manufacturing, pharmaceutical, food and natural resource organizations are realizing that the set of processes that surround procurement are not only key to short-term...
Topic
LBMC Technology Solutions Merges with Charlotte-based InterDyn Artis
NASHVILLE, Tenn.--( BUSINESS WIRE )-- LBMC Technology Solutions , a leading technology consulting firm, announced today that it has merged with InterDyn Artis, a top Microsoft Dynamics solutions provider. Co-founded by Gary Artis and Kurt Voorhies, InterDyn Artis has been serving the Carolinas region for the past 30 years. This merger will further the expansion of LBMC Technology Solutions’ reach and capabilities and will establish LBMC Technology Solutions as a top-four Microsoft Dynamics...
Topic
Sharp invests in new solution
- announced it selected IDScloud to provide full back-office portfolio management supporting its captive finance organization from IDS of Minneapolis, MN - provide complete IT and application management through its 100% software as a service (SaaS) solution - enables Sharp to outsource application management to IDS experts - portfolio management solutions along with integrations to an ecosystem of leading third-party services including credit bureaus, e-signature, CRM, sales tax, insurance...
Topic
Social selling: Microsoft Relationship Sales brings LinkedIn Sales Navigator to Dynamics 365/CRM
Yes, practically everybody in business knows LinkedIn; but many have not yet delved into LinkedIn Sales Navigator, the company's toolset that builds upon classic LinkedIn for "social selling." Now that LinkedIn is part of Microsoft, Dynamics 365/CRM partners in particular should be taking note and assessing the value of the social network with their clients. Through the Microsoft Relationship Sales application, LinkedIn Sales Navigator integrates with Dynamics 365/CRM. When used together,...
Topic
The 10 Sales Call Commandments
by Adam Honig (reading time: 3 minutes) Learning how to make sales calls like a pro takes patience, persistence, and practice. Even the most seasoned sales professionals can still struggle from time to time on the phone. If you want to succeed in sales, not only should you use Spiro, an AI-powered CRM to help you know who to call, but you also need to know what to do and say once you get them on the line. Here are the 10 Sales Call Commandments you must obey: 1. Know Who You Are Calling If...
Topic
NEW TCO TOOL for AgentDealer!
The Sailor Group, Inc. NEW TCO TOOL for AgentDealer! Windermere, FL, Monday, June 3, 2019 - The Sailor Group has launched a dynamic TOC Analysis Tool in its tech leading CRM offering for the Office Technology Industry. AgentDealer built on the Salesforce™.com platform for seamless integration and automation. The NEW integrated TCO Tool is one of many advancements designed o maximize efficiency and productivity for managers and sales professionals. "Anyone who's ever spent the time collecting...
Topic
The Sailor Group, Inc. Partnership
PRESS RELEASE The Sailor Group, Inc. Windermere, FL, Wednesday May 10th, 2019 – The Sailor Group, Inc., a Salesforce.com reseller partner and provider of professional services, training, and consulting, on the Salesforce.com Lightning Platform today announces they have entered into a partnership with The Gonzo Group, LLC, providers of “SaleScoreKeeper” to provide enterprise level commission and quota management to their AgentDealer custom CRM solution for the office technology industry. “We...
Topic
Recommendations for Cloud CRM
I received an email from a Print4Pay Hotel member asking about a Cloud CRM to recommend. I'm not using one at the time I use what we have for my day job). He is interested in something simple to good for one user. Does anyone have any recommendations?
Reply
Re: Recommendations for Cloud CRM
I found the one that I have an account with https://launchpad.37signals.com/highrise/signin
Topic
AvePoint Salesforce Cloud Backup Now Available for MSPs Across Major Distribution Marketplaces
JERSEY CITY, N.J. , April 5, 2021 /PRNewswire/ -- AvePoint, Inc. , a leading Microsoft 365 data management independent software vendor, today announced its Salesforce Cloud Backup product is available to the channel partner ecosystem. The product adds to the AvePoint suite of trusted Cloud Backup for Microsoft 365 and Dynamics 365 to arm managed service providers (MSPs) with seamless and comprehensive backup and restore capabilities across multiple, popular SaaS providers. Today, Salesforce...
Topic
Archer Education Announces Strategic Partnership With Verity IQ
KANSAS CITY, Kan.--(BUSINESS WIRE)--Sep 28, 2021-- Archer Education and Verity IQ today announced a partnership designed to simplify communications and record management across the entire higher education student life-cycle. Now offering Verity’s constituent relationship management (CRM) and student information systems (SIS) tools, Archer provides a complete student life-cycle management and analytics solution that spans higher education recruitment, enrollment, retention, and graduation.
Topic
Lexmark launches new solution
Lexmark launches new solution Lexmark is a division of Ninestar of China - Now offering the new Lexmark Optra IoT Platform - Enables customers to connect data from their devices with data from their other systems, such as their ERP (enterprise resource planning) systems and CRM (customer relation management) systems - Enables predictive service, flagging issues before they occur - Maximize device lifecycles based on device sensor information - Monitor devices through their lifecycle -...
Topic
DocuWare Releases Version 7.5
DocuWare Releases Version 7.5 ~ Third party integrations, advanced text recognition and new languages make this version what your global, hybrid workforce needs ~ New Windsor NY, Oct 12, 2021 – DocuWare , provider of cloud solutions for document management and workflow automation, announces DocuWare version 7.5 packed with powerful new features for integrations with third-party applications, new user interface languages, more features to further accelerate workflows for both on-premises and...
Topic
Ricoh unveils new version of DocuWare
Ricoh unveils new version of DocuWare Now offering version 7.5 of its document management solution - New integrations with 3rd party applications o Email, team portals, CRMs, ERPs and HR systems - New user interface languages - Desktop App allows index data from selected documents exported in CSV format - Webhooks send file cabinet notifications automatically when documents are newly stored o 3rd party apps can respond by synchronizing the data set and triggering workflow - Relevant content...
Topic
Pulse Technology Chooses SalesChain
Matthew Szczygiel SalesChain LLC (203) 232-4924 Matt.Szczygiel@SalesChain.com Pulse Technology Chooses SalesChain Pulse Technology the First to Go Live with SalesChain’s Updated Forza Integration [Southbury, CT] : Pulse Technology, a complete office technology partner providing IT services, office technologies, office products, and a Select Dealer Group member has chosen SalesChain for their CRM and Business Process Automation software needs. After Pulse Technology signed with SalesChain in...
Topic
Sharp CEO interviewed
Sharp CEO interviewed Sharp, a division of Hon Hai Precision of Taiwan (aka Foxconn), had its CEO, Ted Kawamura, recently interviewed Goal is to bring Sharp’s various product categories and functions together, such as R&D, sales and marketing Grow business process services offering with focus on document management, ECM/content management, CRM, asset management and integrating MFPs with the cloud Full menu of IT services, including those provided by third parties such as ConnectWise,...
Reply
Re: Sharp CEO interviewed
Considering sourcing A4 models from a competitor Have fun with this there are only 4 manufacturers left for A4
Topic
An All-in-One Data Management Platform
Windermere, FL, Wednesday, November 16th, 2022 – The Sailor Group, Inc., the developers of AgentDealer®, a custom CRM platform for the office technology industry, announced today their partnership with Symphonic Source bring to their solution, Cloudingo, to provide enterprise-level data cleansing and management to their customers. Cloudingo is a cloud-based, deduplication, and data quality tool customized for Salesforce that cleans and helps make sense of your data. With Cloudingo, you can...
Topic
Formstack to include their Formstack Forms
Windermere, FL, Wednesday, November 22nd, 2022 – The Sailor Group, Inc., developers of Agent Dealer ® , a custom CRM platform for the office technology industry, announced today an expanded partnership with Formstack to include their Formstack Forms product to enable web form creation with CRM integration. With Formstack Forms, dealers can easily build web forms for collecting and instantly adding or enhancing data within Agent Dealer ® . Jumpstart your workflows with web forms “We have been...
Topic
Konica Minolta Partners with Jadu to Maximize Organizational Productivity and Efficiency
FOR IMMEDIATE RELEASE Konica Minolta Partners with Jadu to Maximize Organizational Productivity and Efficiency Alliance to Deliver Accessible, Low-code Customer Experience Management Solutions to Global Customers Ramsey, NJ -- Konica Minolta Business Solutions U.S.A., Inc. ( Konica Minolta ) today announced a strategic alliance with Jadu, Inc. ( Jadu ). The partnership will provide a seamless solution integrating Jadu’s enterprise web experience management software with Konica Minolta's...
Topic
It’s time. Time for the first-ever AgentDealer® Users Group Conference
FOR IMMEDIATE RELEASE It’s time. Time for the first-ever AgentDealer® Users Group Conference Orlando, FL -Wednesday, May 24, 2023 - AgentDealer, a leading CRM platform, is thrilled to announce the inaugural AgentDealer Users Group Conference, a full-day networking event designed to bring together AgentDealer users. This exclusive event will take place in Orlando, Florida, and promises to be an invaluable opportunity for users to connect, learn, and share their experiences. The AgentDealer...
Topic
Knocking on Doors and Your CRM
On most occasions I know which doors are better to cold call, but how about the they others that are not suspects or prospects? Do you still both to enter them in your CRM?
Topic
Accelerating Deals with Electronic Signatures: DocuSign Releasing eSignature Connector for Microsoft Dynamics CRM
DocuSign , a vendor of electronic signature solutions, is releasing its new eSignature plug-and-play sales connector, to integrate DocuSign automated e-signatures with contracts managed in Microsoft Dynamics CRM. The new sales connector will be generally available tomorrow. The DocuSign Sales Connector for Microsoft Dynamics CRM will be available in the Microsoft Dynamics Marketplace. It adds a "Send with DocuSign" button in Dynamics CRM that allows the user to indicate where initials and...
Topic
ThinPrint Delivers High-Availability Printing from ERP, EMR and CRM Systems
BERLIN and DENVER, Dec. 12, 2023 (GLOBE NEWSWIRE) -- ThinPrint, a leading provider of print management solutions, has launched a new solution for high-availability printing. The new ThinPrint LPD Service ensures high-availability printing, including load balancing from ERP, EMR, and CRM systems. ThinPrint thus provides an important tool for preventing business-critical outages. Many companies and institutions print from ERP, CRM, or EMR systems such as SAP, Oracle, McKesson, Cerner, or Epic.