[et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text admin_label=”Text” _builder_version=”4.27.5″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n
In business, managing documents can seem like a big ball of yarn. One reason companies of all sizes need and use a CRM (customer relationship management) system is to transform that ball of yarn into a solution that delivers the best customer experience (CX), drives sales, streamlines marketing emails, and keep customers coming back.<\/p>\n
A solution like Sugar is known for its ability to help with management tools, unlocking areas of potential client revenue. Now that it’s integrated with Experlogix Document Automation’s powerful document generation and document automation capabilities, it can rise to a new level of user accessibility, ease of use, and modern functionality.<\/p>\n
Let’s say you are a sales representative, and it’s time for your customer to review a proposal, which also includes a final quote. The impatient customer wants the service or product as quick as possible and does not have time to come to your office to meet in person. With Experlogix Document Automatino for SugarCRM<\/a>, you have the means to move fast.<\/p>\n Here are five ways Experlogix Document Automation adds value to SugarCRM, making it a little sweeter for the CX:<\/p>\n You can easily design your template from multiple data sets, using “drag and drop” functionalities. In the original Sugar, all the fields are hard coded in the template designer. If you aren’t a developer or IT person, you’d have to find one. Which isn’t good if you have an impatient customer.<\/p>\n Before, the only data source available would be Sugar, which is limiting when creating a template for document generation. With Experlogix Document Automation’s capabilities, you can assemble data from various sources \u2013 such as plumbing and electrical suppliers \u2013 from other enterprise systems, or even Sugar, which would be handy if this were a repeat customer.<\/p>\n Renovation work is obviously visual. To be as specific as possible, you want to include a few images in your contract to show types of parts and where the work exactly will be done. In Sugar, images were limited to the header of the quote table. With Experlogix Document Automation’s capabilities, you can add images where it makes sense, as you describe the work to be done. Narrating your work plan with images boosts the CX.<\/p>\n Introducing more format options for sending. With Sugar, you were limited to sending in .PDF files. These days, people expect more and want to be able to easily see documents on mobile devices. Experlogix Document Automation opens that door, so you can send your documents via email, SMS, or HTML.<\/p>\n Talk about a time saver. With Experlogix Document Automation, your impatient customer does not have to make an appointment and drive to an office to sign papers. She can now do that on her phone in a matter of seconds. Two points for the CX!<\/p>\n To learn more about Experlogix Document Automation\u00a0solutions, sign up today for a free<\/strong>\u00a0<\/strong>30-day trial<\/strong><\/a>\u00a0<\/strong>and follow us on social media.<\/strong><\/em><\/p>\n [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":" Here are five ways Experlogix Document Automation’s powerful document automation capabilities add value to SugarCRM, bringing a new level of customer experience.<\/p>","protected":false},"author":1,"featured_media":331222,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"In business, managing documents can seem like a big ball of yarn. One reason companies of all sizes need and use a CRM (customer relationship management) system is to transform that ball of yarn into a solution that delivers the best customer experience (CX), drives sales, streamlines marketing emails, and keep customers coming back.\n\nA solution like Sugar is known for its ability to help with management tools, unlocking areas of potential client revenue. Now that it's integrated with Experlogix Document Automation's powerful document generation and document automation capabilities, it can rise to a new level of user accessibility, ease of use, and modern functionality.\n\nLet's say you are a sales representative, and it's time for your customer to review a proposal, which also includes a final quote. The impatient customer wants the service or product as quick as possible and does not have time to come to your office to meet in person. With Experlogix Document Automatino for SugarCRM<\/a>, you have the means to move fast.\n\nHere are five ways Experlogix Document Automation adds value to SugarCRM, making it a little sweeter for the CX:\n1. “Drag and Drop” Capabilities<\/strong><\/h3>\n
2. Ability to Pull Data from Multiple Sources<\/strong><\/h3>\n
3. Pictures Tell a Thousand Words<\/strong><\/h3>\n
4. Options for Sending<\/strong><\/h3>\n
5. Digital Signatures<\/strong>, the Best Thing Since Sliced Bread<\/strong><\/h3>\n
1. \"Drag and Drop\" Capabilities<\/strong><\/h6>\nYou can easily design your template from multiple data sets, using \"drag and drop\" functionalities. In the original Sugar, all the fields are hard coded in the template designer. If you aren't a developer or IT person, you'd have to find one. Which isn't good if you have an impatient customer.\n
2. Ability to Pull Data from Multiple Sources<\/strong><\/h6>\nBefore, the only data source available would be Sugar, which is limiting when creating a template for document generation. With Experlogix Document Automation's capabilities, you can assemble data from various sources \u2013 such as plumbing and electrical suppliers \u2013 from other enterprise systems, or even Sugar, which would be handy if this were a repeat customer.\n
3. Pictures Tell a Thousand Words<\/strong><\/h6>\nRenovation work is obviously visual. To be as specific as possible, you want to include a few images in your contract to show types of parts and where the work exactly will be done. In Sugar, images were limited to the header of the quote table. With Experlogix Document Automation's capabilities, you can add images where it makes sense, as you describe the work to be done. Narrating your work plan with images boosts the CX.\n
4. Options for Sending<\/strong><\/h6>\nIntroducing more format options for sending. With Sugar, you were limited to sending in .PDF files. These days, people expect more and want to be able to easily see documents on mobile devices. Experlogix Document Automation opens that door, so you can send your documents via email, SMS, or HTML.\n
5. Digital Signatures<\/strong>, the Best Thing Since Sliced Bread<\/strong><\/h6>\nTalk about a time saver. With Experlogix Document Automation, your impatient customer does not have to make an appointment and drive to an office to sign papers. She can now do that on her phone in a matter of seconds. Two points for the CX!\n\nTo learn more about Experlogix Document Automation\u00a0solutions, sign up today for a free<\/strong>\u00a0<\/strong>30-day trial<\/strong><\/a>\u00a0<\/strong>and follow us on social media.<\/strong><\/em>","_et_gb_content_width":"","footnotes":""},"categories":[16],"tags":[17,13],"class_list":["post-1207","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-trends","tag-sugarcrm","tag-technology"],"acf":[],"_links":{"self":[{"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/posts\/1207","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/comments?post=1207"}],"version-history":[{"count":7,"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/posts\/1207\/revisions"}],"predecessor-version":[{"id":338495,"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/posts\/1207\/revisions\/338495"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/media\/331222"}],"wp:attachment":[{"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/media?parent=1207"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/categories?post=1207"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/experlogix.com\/de\/wp-json\/wp\/v2\/tags?post=1207"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}