Template Management

Tour de Force CRM gives companies the ability to create and manage document templates, making it easy for users to quickly generate commonly used documents and automatically populate those documents with data directly from the CRM database.

Templates in Tour de Force CRM provide an organization with control over the documents that their employees commonly use, while also providing a simple and easy way for those employees to quickly generate those documents. Templates can be maintained across the enterprise for consistency, and can be saved to specific territories, regions, or branches, allowing the organization to utilize different mailing addresses or logos for the various branches of their organization.

Common uses for Tour de Force CRM Templates:

• Quotations
• Product Registration
• Contracts
• Letters for correspondence, sales, introductions
• Business forms for billing and inventory
• Event Invitations
• Newsletters
• Brochures
• Flyers
• Postcards
• Stationary

Be Efficient

• Tour de Force CRM users can quickly and easily generate documents to be used in various business scenarios.  Documents are will automatically populate the details from the CRM record that the user is working with (i.e. contact name and address, company name and address, etc.)

Be Effective

• The leadership of an organization has the ability to establish consistency with regards to the documents that are being used in interactions with Prospects, Customers, Vendors, Suppliers and other various business relationships.
• Documents generated from templates are automatically saved in Tour de Force CRM, providing other users with the ability to review or refer back to those documents.