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CRM Mail-Merge fields into Emails and Documents

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.

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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.

Mail-Merge Business Benefits

What is the benefit of personalization at scale?

Enhanced Customer Engagement: Personalizing emails, documents, and other communications can significantly improve customer engagement and satisfaction by making each interaction feel tailored and relevant.

Consistency: Ensures that all communications are consistent in terms of branding and messaging, enhancing the professional appearance of your documents.

How does mail-merge improve efficiency and productivity?

Time Savings: Automating the creation of personalized documents and communications saves time compared to manually drafting each one, allowing employees to focus on more strategic tasks.

Error Reduction: Reduces the risk of human error in data entry, leading to more accurate and reliable documents and communications.

How does mail-merge enhance data utilization?

Seamless Integration: Leverages data from CRM and other applications to create comprehensive and informed documents, ensuring that the most up-to-date information is used.

Data Consistency: Ensures that all documents are generated using the latest data from the CRM and other integrated applications, maintaining data consistency across the organization.

How does mail-merge improve the customer experience?

Timely Communication: Enables timely and relevant communication with customers by automating the generation of emails, contracts, quotes, and other documents.

Tailored Interactions: Customizes interactions based on customer data, leading to a more personalized and satisfactory customer experience.

How does mail-merge reduce costs?

Reduced Administrative Costs: Decreases the need for manual administrative work, reducing labor costs associated with document creation and management.

Lower Printing and Mailing Costs: By integrating with digital communication channels, mail-merge can help reduce costs related to printing and mailing physical documents.

How does mail-merge support scalability?

Handling Volume: Easily scales to handle large volumes of documents and communications, making it suitable for businesses of all sizes, including those experiencing rapid growth.

Adaptability: Can be adapted to various business needs, from marketing campaigns to contract management, making it a versatile tool for different departments.

How does mail-merge improve compliance and record keeping?

Standardization: Ensures that all documents meet regulatory and compliance standards by using standardized templates and data.

Audit Trail: Creates an audit trail for document generation, making it easier to track and verify communications and transactions for compliance purposes.

How does mail-merge enhance sales and marketing alignment?

Consistent Messaging: Aligns sales and marketing efforts by ensuring that all customer-facing communications are consistent and aligned with the overall business strategy.

Targeted Campaigns: Facilitates targeted marketing campaigns by using CRM data to segment audiences and personalize messages accordingly.

How does mail-merge enhance collaboration?

Team Efficiency: Improves collaboration among team members by providing a streamlined process for document creation and management, reducing the need for back-and-forth communication.

Centralized Information: Centralizes information, making it easier for teams to access and use customer data effectively in their communications.

How does mail-merge support customer relationship management?

Improved Follow-Up: Enhances the ability to follow up with customers and leads by automating the generation of personalized follow-up emails and documents.

Customer Retention: Supports customer retention efforts by ensuring that communications are timely, relevant, and personalized, thereby strengthening customer relationships.

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.

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