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You are here >  Why MOD? > Reduce Clicks
Wednesday, February 22, 2012

Question:  When you save time, you:

A) save money;

B) decrease customer response time;

C) improve employee satisfaction;

D)  All of the above!

By reducing your clicks and making your workflow easier, you enable your employees to work smarter, not harder.  They'll be happy and happy equals productive.  The result...more time spent on developing new business, improving relationships and new deals.

 

Here are some ways Merge On Demand can help you simplify your process... 

Send email and attachments from CRM On Demand

No need to download attachments, craft new email from Outlook, search CRMOD for the email address and re-attach your documents to your message.

Select your attachments, your email template and press Send.

2 clicks = 1 awesome document!

By embedding Document MOD in your application, you can create great looking documents with 2 easy clicks.  Just select your template and press "Merge".

With our new math, 2 equals 1!  Too bad the kids won't believe you.

Natively Embedded

With Merge On Demand as part of your application, you don't need to leave CRMOD to create or send documents.  No switching or Alt-Tabing here.

Stay where you belong.  In the application that holds your data.

Got Quotes?

If you have a need to quote, we've got you covered.  With our Quoting solution, you can create Quotes with a single click!  You receive a perfectly formatted document to send your client, as well as new Quote and Quote Item records to track your progress.

Mustache not included.

Activity Anyone?

When you send your email with Email MOD, an Activity is automatically created so you don't miss a step in your sales process!

No clicking here!