OpenCRM now supports document templates created and merged in any Rich Text Format word processor. This includes popular applications such as Microsoft Word, OpenOffice Writer and Star Office.
Templates are created using familiar tools, making the formatting of complex documents easier. In many cases new clients can adopt OpenCRM and carry on using the same document library, just by codding the merge variables, making the documents easier to produce, store and also bulk merge.
Documents can be created using custom filters, from grids and also direct from Contact, Company, Leads and Helpdesk tickets.
Merging is managed from within OpenCRM and is very fast, no need to output the data and merge the list manually. Documents that are merged are automatically linked to the relevant records and added to the document manager.
The OpenCRM built in HTML editor is still available, and will remain within OpenCRM as it has its own benefits to assist clients with 'cloud document creation'.
For more information please select this link, we would welcome any comments or feedback.
Working with the Luv2 Group, Software Add-ons are providing OpenCRM as the core CRM and Project Management solution. Luv2 have previously used Salesforce and have been looking for a Salesforce alternative as a replacement, with a view to building a brighter relationship. Covering all of the facets of the business, Asset Maintenance, Cleaning Services, Property Maintenance, Training Consultancy and Credit Control Outsourcing, Luv2 will be using OpenCRM to resolve the challenges of a successful and growing business. http://luv2group.co.uk
ACPA - Association of Certified Public Accountants, have decided to use OpenCRM as their lead management solution, helping bring on more subscriptions and develop the membership base. ACPA are a source of support for Practising Accountants, giving real world solutions to their members. Software Add-ons are keen to support the development of ACPA, working closely with their business development managers across the UK. http://acpa.org.uk
MyLocalNews have adopted OpenCRM as their CRM solution aimed at providing a remote workforce with access to a common application, with the ability to share and collaborate on leads easier.
Based in Dublin MyLocalNews are seeing great success. mylocalnews.ie promote free local news for communities across the island of Ireland. They are heavily involved helping community groups to promote their messages locally. http://mylocalnews.ie
I guess two of the huge growth areas are going to be Data Integration and Open Source, as companies are forced to consider these strategies, either due to technology change constraints or budget.
Obviously this begs a question, how are these two areas relevant to each other, is this a particularly strong growth area?
Data Integration tools are becoming indispensable in the Enterprise. As companies merge, acquire and grow, their systems need ways to share data. Cost can be a challenge, budgets do not always stretch to the IT change over, or if they do, it’s a planned migration sometimes over years. Sometime technology just does not have an answer, one product, working well for a business with a user adoption because of the familiarity of the application, needs to be retained, and giving rise to the technology challenge of a data migration solution.
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