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SmartDocs

SuperOffice CRM 5 with Smart Documents enables improved workflow processes related to sales and marketing functions, such as generating proposals, opportunity management, and follow-up activities. This solution leverages the Research Task Pane and Smart Tags built into Microsoft Office Word 2003, allowing the user to access a number of small SuperOffice CRM applications while working within a Word 2003 document. As an example, when a proposal template is used, the user can access the CRM 5 database directly from the Task Pane. Additionally, the user can generate follow-up tasks, create new sales opportunities, and perform other sales activities that can be saved directly to the SuperOffice CRM database from the Task Pane or a Word 2003 document. All activities can be customized to corporate workflow definitions.

For more information about smart documents check out: http://www.microsoft.com/technet/prodtechnol/office/office2003/operate/smrtdcsy.mspx

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