QuoteWerks enhances integration with Microsoft Dynamics CRM


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The enhanced integration leverages additional features and functionality in
MS CRM, previously unavailable for users, to support the sales process and
increase efficiency.

ORLANDO, FL (PRWEB) December 3, 2009 – Aspire Technologies, Inc., a
leading provider of sales quoting software solutions for the global small
and mid-markets, announced today an enhanced integration between QuoteWerks
and Microsoft Dynamics CRM. This enhanced integration supplies
functionality in direct response to user and partner requests.

The QuoteWerks to Microsoft Dynamics CRM integration is a powerful link
connecting the two applications. It enables organizations to manage their
sales operations more efficiently and accurately by automating the quote and
proposal generation process. The new integration includes not only the
previous features (such as scheduling follow up calls and creating
opportunities), but also:

* Supports multi-tenancy (organizations) environments using Active
Directory or Internet Facing Deployment (IFD) authentication methods
* Enables users to create quotes in MS CRM that are associated with
the MS CRM opportunity and populate these quotes with line item detail from
the QuoteWerks quote
* Links to existing MS CRM opportunities rather than having to use a
new MS CRM opportunity created by QuoteWerks
* Opens the MS CRM Opportunity in MS CRM using a button on the
Create/update MS CRM Sales Opportunity window
* Opens a MS CRM contact in MS CRM using a new button on the
Soldto/Shipto tab that will open the contact window for the SoldTo, ShipTo,
or BillTo linked contact
* Allows users to schedule a MS CRM follow up call in MS CRM using the
button on the Create/update Follow up call window
* Logs sent emails from within QuoteWerks (using built in SMTP email
or by automating Outlook) in the MS CRM history

Furthermore, users can search the entire MS CRM database for an email
address by account, name, or phone number. The email address window has
been enhanced by adding functionality for users by enabling them to retrieve
email addresses from the MS CRM contact or account records linked to the
SoldTo, ShipTo, and BillTo contact fields. If the quote is linked to an MS
CRM contact, all three email addresses associated with that contact will be
listed in the selection window. Additionally, if the document is linked to
a MS CRM account, users also have the option to choose from all email
addresses associated with the account including all the email addresses of
the contacts related to that account.

“QuoteWerks continues to evolve by strengthening integrations with popular
contact managers like Microsoft Dynamics CRM. This enables companies of all
sizes and industries to not only utilize the robust quoting capabilities
that QuoteWerks offers, but also integrate QuoteWerks with their already
deployed software. The demand for speed and efficiency remains an important
factor during the sales process and this enhanced integration is just one
way QuoteWerks continues to offer organizations a competitive edge,” says
Vice President of Operations Brian Laufer.

The enhanced MS CRM integration is available in Build 51 or higher of
QuoteWerks version 4.0. Users must be on the Corporate Edition in order to
use the integration. Visit
http://www.quotewerks.com/updates/UpdateAgent.asp to download build 51.

About Aspire Technologies and QuoteWerksR
Aspire Technologies, the creators of the award winning QuoteWerksR sales
quoting software, is the leading provider of sales quoting software with its
award winning QuoteWerksR application deployed to thousands of businesses
and enterprises worldwide. QuoteWerksR integrates with all major and leading
CRM packages including ACT!T, GoldmineR, MaximizerR, MS Dynamics CRM,
OutlookR, TeleMagicR, salesforce.comR, SalesLogixR , and SugarCRMT and such
popular accounting applications as QuickBooksR and Peachtree, enabling
businesses in all industries to integrate QuoteWerksR seamlessly into their
existing environments. Aspire Technologies is headquartered in Orlando,
Florida and is a Microsoft Gold Certified Partner and Sage Software Gold
Level Development Partner. For more information please visit

QuoteWerks is a registered trademark of Aspire Technologies, Inc. Other
trademarks referenced are the property of their respective owners.


Why You Should Cover QuoteWerks

For 16 years, QuoteWerks has been meeting the sales quoting needs of your
readers and today, we have over 56,000 users in 101 countries using
QuoteWerks. Users benefit from the numerous features QuoteWerks offers and
enables them to achieve greater efficiency and accuracy in preparing their
sales quotes, estimates, and proposals.

Given the current economic conditions, your readers are turning to
QuoteWerks in hopes of lowering their cost of sales while driving improved
efficiencies and accuracies. Preparing, monitoring, revising, and
converting quotes to orders are cost driven activities that often impedes
the sales rep from spending valuable time on revenue generating activities
including prospecting, demand generation, and account management. Without
having an integrated quoting tool, many sales teams and professionals are
handcuffed to word processing and spreadsheet software such as Microsoft
Word and Excel and forced to manually create quotes. The limitations of
these programs are often the cause of users entering inaccurate product and
pricing data. Aside from quoting the wrong price or the inclusion of a
discontinued item, the quote is prone to human error when calculating
pricing, taxes, shipping, and other related sales costs.

Errors and inaccuracies quickly reduce the company’s margin, erode the sales
commission earned on the sale, and may increase the cost the customer must
pay (which will likely lead to a lost opportunity for the sales rep and
company alike). Utilizing a sales quoting application such as QuoteWerks
will ensure that quotes are accurately prepared in a timely manner,
professionally designed, and provided a way to email the quote directly to
the customer.

QuoteWerks was designed to serve businesses of all sizes with an emphasis on
delivering a low-cost, hassle free software application that includes free
support and training offerings. Additionally, QuoteWerks offers concurrent
user licensing to reduce the number of licenses required, remote site and
user support, a 30-day money back guarantee, three editions to meet the
needs of organizations of all types and sizes, and a one-time license fee
ranging from $199 – $329 with volume based discounts for all users
regardless of business size. As the low-cost leader in sales quoting
software, QuoteWerks will deliver a positive ROI within weeks, not months or

Some of the over 400 leading features of QuoteWerks include:

. Integrates with leading CRM application including, ACT!,
GoldMine, MS Dynamics CRM, Maximizer, Outlook, salesforce.com, and

. Integrations with QuickBooks and Peachtree accounting packages

. Free API allowing users to customize QuoteWerks to meet their
specific environmental and business process needs.

. Ability to host native product databases and/or to link with any
ODBC compliant database ensuring quick and accurate access to product data.

. 3rd party integrations with leading applications such as TigerPaw
CRM, ConnectWise, Autotask, and MAS90/200.

. Support for bundles (or kits)

. Product configurator

. Real-time pricing and availability for leading IT distributors

. Online ordering module for D&H, Ingram Micro, SYNNEX, and Tech

. Fully customizable layouts for quotes, orders, invoices, purchase
orders, and more.

. Ability to create and manage quote revisions

. Support for 9 pricing methods and 3 costing methods

. Refresh aging quotes with latest or best pricing

. Customizable menus

. Share/synchronize quotes between offices

. Import/export XML formatted data

. Support for required and optional items

. Create sales reports and product catalogs

. Track custom information

. Know your profit margin for every quote

. View product price history to determine competitive pricing

. Document automation

. International features including support for foreign date and
currency formats, foreign tax schemes, and foreign language dictionaries.

QuoteWerks stores data in Microsoft Access or Microsoft SQL (based on
edition). QuoteWerks supports multiple native, linked product databases
simultaneously, and provides a Contacts database for those companies who
wish to store their customer data in QuoteWerks as opposed to a CRM or
accounting application.

QuoteWerks offers a variety of training and support offerings, most of which
are free and available to users and potential users alike.

Why would you want to review QuoteWerks in 2009? QuoteWerks offers a unique
value proposition for your readers that couples a low cost software
application with enterprise grade features that are scalable for companies
of all sizes. Purchasing QuoteWerks is a tried and true means of
streamlining the sales quoting process while reducing overhead costs. What
company would not want to reduce their expenses while simultaneously
improving their customer facing operations and reducing the non-selling time
spent by the sales force on paperwork?

I would ask you to consider reviewing QuoteWerks. If you agree to examine
our software application for a possible published review, I would be happy
to schedule a formal presentation that would demo the software for you from
installation through quote generation. Furthermore, I can ship you a retail
kit that includes our software and manual or provide you with a NFR copy
that can be downloaded from our website.

If you wish to download the software, you may do so by visiting:


The demo software is fully functional, but limited to eight quotes each
containing no more then 20 line items. There is no time restriction on our
demo. However, to remove the quote limitation, I would be happy to provide
you with a license key and additional keys can be made available for our
real-time and online ordering modules if so desired.

To learn more about QuoteWerks, please check out the following pages on our

Product Information: http://www.quotewerks.com/prodinfo.asp

Support Options: http://www.quotewerks.com/support.asp
Training Options: http://www.quotewerks.com/training.asp

Pricing: http://www.quotewerks.com/prices.asp

Tutorial Videos: http://www.quotewerks.com/tutorial.asp

If you have any questions, or if you would like to schedule a presentation
at a time convenient for you, please do not hesitate to contact me:

By Phone: (407) 248-1481

By Email: [email protected]

Thank you for your time and consideration. Our users turn to you for
unbiased and in-depth analysis on the tools they use and consider for their
businesses. We would be honored to have you provide a thorough and
independent review of QuoteWerks.

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