• Salesboom-facebook-icon
  • Salesboom-twitter-icon
  • Salesboom-google-plus-icon
  • Salesboom-youtube-icon

CRM Mail Merge: Web Based CRM Word & Excel Integration




CRM_mail-merge_screenshot | Salesboom

CRM Mail Merge within Salesboom's Web Based advanced integration system allows your employees to build proposals, quotes, invoices, contracts and more by pulling relevant data from Salesboom and merging them into MS Word & Excel and PDF templates in real time.

Salesboom | Free Trial

Mail merge is a function that helps you to streamline repetitive tasks to create customized documents (Forms, Letters, etc…). You able to create a mail merge template that would contain the variables that needs to be merged in it. Using the template, you can pull data from Salesboom CRM Software and merging them into MS Word & Excel and PDF templates in real time and create the merged documents with accurate values for the variables.

Suppose you have to send customized emails to multiple leads. In such cases, you need not manually type the details of each lead in the emails to customize them. Instead, you can easily create a template with the merge fields from the leads module and later merge the data to get all the customized emails.
The CRM Mail merge integration automates creating thousands of personalized files and emails to share relevant information with your target clients simply in less time. 


Salesboom offers you the choice to use our Quote Management Application, which is very user friendly, allowing you to generate quotes on the fly and email them out from the same platform, or to continue using MS Word & Excel and integrate your Salesboom data. With Salesboom’s single repository of data it has never been faster to generate proposals, quotes, invoices, contracts and more no matter of preferred method.

Integrating your Web Based Cloud CRM data into popular desktop applications such as Microsoft Word & Excel and OpenOffice will help your company generate unlimited number of quotes, proposals, invoices, and direct mail pieces and will extend Salesboom value to the desktop further. And with all your stored business contacts in Salesboom CRM software, our CRM Mail Merge integration functionality helps you in creating personalized documents based on your CRM data instantly.

Create Microsoft Word mail merge templates, and populate them with information from Salesboom fields, including custom field’s specific to your organization. You can also choose to directly mail your proposal, quote, and invoice or contract information without leaving Salesboom’s Web Based Cloud CRM Software.

With Salesboom Cloud CRM Mail Merge:

  • Mail Merge your Web Based Cloud CRM data into Microsoft Word & Excel documents.
  • Create quotes, proposals, invoices and more populated with data from your Web Based Cloud CRM.
  • Eliminate duplicate data entry and cut-and-paste practices.

Remember, Create mail merge templates for different modules in your Salesboom CRM software system. Give your document a personalized look and save time in processing thousands of customized files with few clicks.

Once you truly gain full visibility into your company's business processes, you'll never want to go back to the dark again. We guarantee it. Take a Free Cloud CRM Software 30-day Trial today, or contact us directly for more information: 1.855.229.2043 (1.855.229.2043) or via e-mail at sales@salesboom.com.

  CRM Newsletter:
Point

for The Salesboom CRM Newsletter:

 

Salutation:
First Name:
Last Name:
Country:
Email:
 

Cloud Sales Software Products

Introduction to Sales force Automation: The Complete CRM Sales Cloud Solution. Click Here

Top 10 Reasons: Sales Reps Love Salesboom.com CRM Click Here

CRM that helps you through sales recession.Click Here

Success with the best sales CRM Software.Click Here

Sales Forecast Software in the Cloud Info and Screenshots.Click Here

Salesforce Alternative Free data migration from salesforce with the Magic Button. Cloud CRM Software Migration

CRM Software Apps - What Cloud CRM fits you?


Team Edition

Cloud CRM Sales Management Software solutions that really speak to the small business. Let our cloud CRM Sales Management Software be there with you during your business growth and development with our Sales Force Automation, Contact Management Software and Customer Service & Support. Whatever your business goals, banking on Salesboom Online Cloud CRM Sales Management Software will help you and your company best manage your sales pipeline.

Professional Edition

An action packed Online, easy-to-use Web Based Cloud CRM Sales management Software solution focusing on Sales Force Automation and Customer Service & Support solutions while integrating company wide in real time. The advantages of cloud CRM Sales management Software applications include streamlined sales processes that will catapult your business to the next level.

Enterprise Edition

Cloud CRM application and Back Office ERP solution integrated across your enterprise in real-time providing your company with the best workflow automation possible. The Enterprise Edition includes Cloud CRM, Sales management software, Inventory Management, Product Management, Project Management, Quickbooks CRM Integration, Accounting and Human Resources Management solutions. Compared to most Web Based Customer Relationship Management Cloud CRM Sales management software vendors, Salesboom is the only to offer a complete Back Office solution integrated across your entire Cloud CRM platform, giving your company the advantage.

Microsoft Outlook CRM Solutions

Salesboom's Cloud Customer Relationship Management Cloud CRM outlook Integration software allows you to keep your existing MS email management software by using its Outlook CRM Solutions. Never mind managing multiple programs for contacts and e-mail; within a single integrated cloud CRM Sales management software platform, Salesboom allows all your Microsoft Outlook data to be easily managed with a single login.

QuickBooks CRM Solutions

Salesboom's QuickBooks Cloud CRM Integration from Salesboom gives you one wide view of your company, customers and data all in one place. Salesboom CRM for QuickBooks gives you a seamless two-way synchronization between your Cloud CRM suite including the CRM Sales management software solution and QuickBooks accounting software, with a 100% data accuracy guarantee.

Login to Salesboom.com


Please enter your data to login



Forgot your password?

If experiencing difficulties viewing a page in any browser, please email support@salesboom.com

Privacy: Salesboom.com has no greater concern than protecting the security and privacy of your data. If you receive a suspicious email requesting your Salesboom account information, please contact us immediately at support@salesboom.com for a prompt investigation and response.

Bookmark this page with CTRL/CMD + D

Browser Compatibility: Chrome 12.0+, firefox 3.6+, opera 9.0+, Internet Explorer 8+ Salesboom Cloud CRM | Browsers

×

Contact Salesboom.com


Please enter your Information

* First Name
* Last Name
* E-mail
* Phone
* Company Name
* Country
Notes
Contact Us
 
×