10/06/24Work quickly and easily with templates

The smart and intelligent functions of our CRM + AIA® solutions make daily work easier and optimize processes. Our tip today:

Work quickly and easily with templatesTemplates simplify entire processes, especially in sales. You can use them to great impact for sales opportunities, quotation items and the creation of quotes in Word through to the follow-up telephone calls.

We will show you how you can easily create templates yourself and thus design timesaving and consistent workflows.

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