Product Name:

MS Word Toolkit for CRM (also available for MS Excel)

Description:

As more we make it easy to add important information to CRM as often a user will do it! This toolkit was made to support sales people creating quotes in MS Word or Excel. It contains two VBA macros: “Follow-up and sales” and “Document new to CRM”.  After Installation MS Word shows two additional menus: “Save with Follow-up and sales to CRM” and “Store document new to CRM”. If a quote for a customer was created in MS Word, the needed entries in the diary and in sales for a selected salesman can be generated from within Word. A dialogue is shown similar to the corresponding dialogue in CRM.

Any word document can be added automatic to CRM, regardless if it was created first from CRM or not. Some ERP Systems gives the option to create a quotation and convert this afterwards to a MS Word document. With “Document new to CRM” it is easy to save this quotation to CRM. Also a new version of a quotation can be inserted as a new document.

Language / Specifications:

English / German. Needs SuperOffice CRM 6.x or higher installed, Reporter must work. Supported Databases: All - even CTree.

Price / Delivery terms:

The solution is available now and will be delivered electronic. Please order via E-mail:   or write / send Fax to: 3C Solutions, Im Katzenstein 9, 45527 Hattingen, Germany Fax: +49 2324 93 55 97