InFact Group specialises in Consulting and Integration for Oracle CRM On Demand and Siebel CRM. InFact is a certified Oracle partner since the launch of the program and was a Siebel CRM partner from 1999. InFact has created a range of value-added tools to complement CRM On Demand.

For an overview of our CRM On Demand practice, our customers and experience, please visit our main page at  CRM On Demand.  You can also find up to date information about our services on the Oracle Partner Network .

DocGen 2.0 provides companies with tools to create and manage document templates and simple and effective embedded functionality in CRM On Demand to allow users to generate corporate documents rapidly.

Integrated into CRM On Demand

Data Iteration and Tables

Access Custom Objects

 

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Dynamic Documents in CRM On Demand with DocGen

Generating a consistent message and ensuring document quality are headaches that most CRM application users and administrators know only too well. Problems ensue when users present unproofed work, non-corporate templates and content. Customers are confused and communication suffers.

The Document Generator for Oracle CRM On Demand solves these business problems in a simple and effective way that will appeal to managers and users alike.

• Create Templates for Document and Emails
• Administrators can Upload, Download, Edit, Delete and Organize Templates
• Users can generate documents in seconds with CRM On Demand content
• Users can attach the final document to the Contact in CRM On Demand in seconds
• Use Complex Formatting, Loops and other functions

Business owners can build templates as easily as they can write Microsoft Word documents. Then they use the simple toolbar and controls to add Oracle CRM On Demand content to their documents.

The documents are loaded into the secure server storage and they are available to the end user.

The creation of a new document is performed from right in the Oracle CRM On Demand interface, no new training is required. Simply click to generate a document, in context, and in seconds the completed file is created with the merged content ready for printing, saving or further editing.

The Document Generator for Oracle CRM On Demand offers:

• Flexibility.  The ability to have multi-lingual templates available with automatic switching of content such as pick list values.
• Availability. Easily placed in a web applet in 30 seconds.
• Compatibility. Standard component that integrates seamlessly.
• Business Benefits. Communication is enhanced and your corporate image maintained.
• Visualization. Users see documents appear in seconds in standard format.

 To learn more, register your interest below now.