I’m a big fan of apps that just work. Once setup properly, a good app should be simple to use and make life easier. Historically, CTI (Computer Telephony Integration) apps have been high maintenance so for the most part, I’ve steered clear. As long as you have the exact hardware and software setup that the CTI app required you may be OK, but how many SMBs have the time to bother. If it’s complicated, limited and aggravating, only companies desperate for CTI will move forward with the implementation. Regardless, who wants to be the consultant telling a client things like: “You have a Mac…sorry you’re out of luck!” or “You need to install the windows application, then make sure it’s running in the system tray.” or “It’s still not working? Try uninstalling and reinstalling again.” The RingCentral Cloud App for Salesforce eliminates those headaches.
Creating nice looking documents from data within Salesforce CRM is attainable however the options are aplenty. Currently, your mail merge options include: 1) native Salesforce mail merge button, 2) Salesforce extended mail merge, 3) Salesforce bulk mail merge, 4) Conga Composer, and 5) Drawloop. This post is dedicated to explaining the different options available and the pros and cons of each.
DocuSign is the most popular eSignature solution in the marketplace and is listed as one of the top paid business apps on AppExchange.com,. As of July 2012, DocuSign has more than 20 million users around the world and users have signed more than 150 million documents using this electronic signature technology. Companies that use DocuSign come from a variety of industries including: technology, financial services, real estate, healthcare, manufacturing, retail, and more.