Perceptive Software Releases Perceptive Interact for Microsoft Dynamics CRM

Tim Goral's picture

Perceptive Software, creator of process and content management products and solutions, announces the availability of Perceptive Interact for Microsoft Dynamics CRM, Microsoft’s customer relationship management (CRM) solution.

It allows users to access and capture all customer or account-related data from any form within the customer relationship management solution, when and where it is needed.

Using Perceptive Interact for CRM, users have access to content throughout the organization, such as customer correspondence, invoices, purchase orders, inventory listings and more, instantly available from within Microsoft Dynamics CRM. By enabling a comprehensive view into all contextual business content, processes are vastly improved. When a sales representative is ready to respond to an opportunity but needs approval from a department outside of sales, for example, the sales representative can upload the document, launching a Perceptive workflow for document approval. Once approved, the sales representative is notified and continues working the opportunity.

Users outside the CRM can also access content. As content is developed and associated with various CRM entities, users outside of Microsoft Dynamics CRM can be notified that documents have been created and have the ability to view or edit them, without accessing CRM.

Key features of Interact for Microsoft Dynamics CRM include:

Distributed Capture 

  • Capture documents on demand, via drag and drop or capture, from virtually anywhere within CRM
  • Centrally manage electronic documents and scanned images of paper documents, allowing users to search and access them from within the CRM
  • Centralizes document storage and retrieval, supporting searching and viewing cross entities
  • Automated indexing and linking - Automatically attach metadata for fast, accurate information retrieval
  • Link information automatically to related CRM entities and transactions

Seamless Information Access

  • Find and view precise information the moment it’s needed in CRM
  • Enable remote access to information from anywhere worldwide
  • Retrieve content directly from CRM without needing to open a different tool

For more, visit Perceptive Software.