Personalize Your Documents
Personalize your documents, such as quotes & invoices. Now include the signature as a kind of business card for your key account managers.
Give your documents a personal touch
Your employee is the business card of your company.
In times when CRM activities take place on the basis of personal relationships — as underlined by the importance of networks like Xing — it can only be an advantage for companies to add a personal touch to even the “dry” communication.
A customer can, for instance, associate a quote with the face of the key account manager responsible for them and a personalization, such as that provided by a signature. This increases the perceived affinity towards the document. The desire for personal contact is met.
For this reason, projectfacts 5.16 now offers the ability to add the portrait and signature of the person handling the document to any document.
The projectfacts consultants are happy to assist you with the setup.