1. Putting the sizzle in Dynamics CRM with Better Documents Faster
Beginning Slide

2. Presenters Jim Thumma, Senior Sales Executive Francis Dion, CEO

3. Company Highlights Software company headquartered in Montreal, Canada
Voted most significant innovation of 2013 by 230 insurers
100% focus on Document Output and Customer Communications technology
Over 200 customers worldwide, including Life, Health and P&C insurers
Best support and leverage of the Microsoft Platform:
First to support Word Open XML format
Best-in-class support for Dynamics CRM and SharePoint
Top-Performer on Microsoft Azure
Solutions for a wide range of business scenarios, including:
Batch
Interactive
Electronic signature

4. A few of our Customers and Partners

6. The Lead-to-Close Process

7. Lead Generate customized flyers by: Industry Size Area of interest
Relevant demographics

8. Customized flyer - Healthcare

9. Customized Flyer - Manufacturing

10. Opportunity
Send prospects a personalized NDA for immediate electronic or manual signature.

11. Personalized NDAs

12. Quote Make a powerful statement with tailored proposals.

13. Tailored Proposals

14. Close
Generate contracts and invoices using powerful tools and workflows.

15. Accurate Invoices and Contracts

16. What our clients are saying
“Telling the world about how your product has improved our business is very easy!”
Andy Hafer
CEO, Dynamic Communities
“Generating a single proposal used to take us over an hour. It is now a ten-second task. It sounds like a cliché, but all we have to do is literally click a button.”
Kyle Childers, Director of Technical Sales, ABC Financial

17. Xpertdoc – transforming the Lead-to-Close process
Professional, compliant documents
Greater efficiency and accuracy
Customer-centric communications
Integrated e-signature