Decrease the time it takes to find the right content for your selling scenario by automating the document creation process. Octiv’s CRM integrations allow you to generate a new proposal, contract or other sales document from any object within your CRM engine.
Easily share your document with others for negotiation, approval and electronic signature to speed up the sales process and increase document security. Then, automatically update your CRM records and route the signed document to the appropriate people or departments.
Know exactly where your document stands in the sales process by monitoring engagement and tracking data in Octiv. You can also share or export your data to other team members for hassle-free reporting.
Keep key players in your sales process informed with real-time notifications and automatic updates you can publish to Chatter or Yammer. With Octiv, the sales process is not only efficient, but highly collaborative.
Once you’re done, there’s no need to duplicate efforts by re-entering data into your CRM system. With Octiv, you can automatically push data back into CRM fields and quickly move on to the next deal.
Create, share, sign and store documents, increase efficiency, accuracy and take back your time.