Xpertdoc Technologies Inc., a Microsoft Gold Partner and a document generation and customer communications solutions provider, has announced that Camargo Pharmaceutical Services has selected Xpertdoc’s CCM platform and Microsoft Dynamics CRM Connector to create, manage, deliver, and archive templates and proposals directly from the Microsoft platform.
Camargo is a global strategist that provides drug development services for the 505(b)(2) approval pathway. Traditionally, the company created more than 350 proposals a year through Microsoft Dynamics CRM, but ran into challenges due to the fact that there was no CCM platform. The company’s goal was to ensure compliance and consistency in both language and branding to team members who produce documents, while enabling accurate updating in CRM.
“Without centralized template control and a modern CCM platform, we had document workflow challenges,” states Camargo CEO and President Ken Phelps. “Working with Xpertdoc means all of our messaging and branding will be consistent across each unique proposal, and the whole process is automated from generation to delivery without significant manual intervention.”
Xpertdoc’s CCM platform and CRM Connector manages customer documents through an entirely electronic process – from template creation, editing, document delivery, and final archiving – eliminating inconsistencies and inefficiencies. Additionally, Camargo benefits from productivity gains, which allows the team to focus on growing their business.
“We look forward to supporting Camargo in their aggressive approach to improving customer communication within their organization,” says Xpertdoc Chief Sales and Marketing Officer David Squibb. “By leveraging our technology, Camargo will have access to professional templates with enhanced, sophisticated personalization capabilities for customer engagement.”