Salesnet, a customer relationship management (CRM) software and professional services company, has released a Microsoft Word add-in for Salesnet CRM.
The new Word Add-In replaced the legacy communication manager functionality and provides increased performance and enhanced document merge capabilities, by allowing users to work with templates, data, and merged documents directly from within Microsoft Word.
Beyond the enhanced document merge functionality there are also features that allow users to save or attach Word or PDF documents to Salesnet CRM. Additionally, Salesnet is now providing pre-built templates as starting points. Users can select records using ad-hoc searches or leverage existing reports to select merge records.
The Microsoft Word Add-In for Salesnet CRM is the second in a series of Office Add-Ins providing tight integration between Salesnet CRM and Microsoft Office 2007, 2010 and 2013.