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  Integration with Microsoft Word



 

Integrating OneSource® business content into Microsoft® Word increases sales productivity by delivering business information directly into pre-formatted Word documents such as strategic account plans.

Embed vital information regarding clients and prospects directly within documents created with Microsoft Word. Benefits include:

  • Dramatically reducing administrative work related to researching and assembling account information
  • Increasing the accuracy and quality of strategic sales documents
  • Enriching account plans and other sales documents with insightful details, including accurate business descriptions, executive listings, financials, and unique market drivers
  • Driving the adoption of standard sales processes

By delivering rich information automatically within familiar business tools, sales organizations spend less time finding, cutting and pasting information and more.

 

Documents & Links

Catalyst/Account Intel for Word

Catalyst/Account Intel for Word (A4 size)

 
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