Take Your CRM to the Next Level with Xpertdoc

Join Customer Effective and Xpertdoc on Thursday, August 15th at 2:00pm Eastern!

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The collection and management of customer data is a core function for companies of all sizes. How this data gets used to build relationships and stimulate business growth is just as important. From quotes to contracts, work orders, invoices and statements, policies or general correspondence, data and communications no longer have to be considered as separate entities - they can be aligned and optimized for maximum effect. Xpertdoc offers a fully integrated solution to the Dynamics CRM environment that truly empowers users to personalize and deliver an exceptional customer experience that nurtures loyalty and drives business value.