I don’t know about you, but I spend a lot of my day bouncing between Salesforce and my Microsoft Office apps. Whether it’s preparing important documents in Word, running the numbers in Excel, or prepping an important presentation in PowerPoint, Office plays an important role in my day-to-day activities. Frequently, I find myself needing to collaborate with team mates on the docs I’m preparing, meaning I have to stop, save, go to Salesforce, find the right person, upload, and comment. It’s a slow process. Wouldn’t it be great if you upload documents or excerpts without ever having to leave the document you’re working on? Well, you can with Apttus X-Author for Chatter!
Apttus X-Author™ For Salesforce Chatter delivers dynamic interaction between Microsoft Office, Chatter and Salesforce. Custom ribbons embedded in Office documents enable smart interaction with Structured Data Systems. Share & record all document activity.
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.