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In the modern business world, personalization is the key to success. Customers expect tailor-made offers and individual solutions that meet their specific needs. But creating personalized documents can be time-consuming and error-prone – until now. With the new ChiliDocs® HubSpot integration, it is now possible to create personalized Word documents at the touch of a button, saving time and resources.
Document creation from HubSpot: efficient personalization rethought
Companies collect a large amount of data in their CRM systems to better understand their customers and create targeted offers. However, manually transferring this data into documents is both, time-consuming and prone to errors. This often leads to delays and can put a strain on the customer relationship.
ChiliDocs® - automation and personalization in one
ChiliDocs® offers an innovative solution to this problem. With this HubSpot integration, you can export data directly from your HubSpot CRM into personalized Word documents. The process is simple and efficient: you create a Word template with the desired control characters and save it in the HubSpot file manager. After installing the HubSpot integration, you will find the ChiliDocs® CRM card in the right-hand column of your deal. Click on the «Create Quote» button to open a window in which you can select your template. Within a few seconds, a personalized document is created that you can edit and save.
An example from practice
Imagine you work in sales and regularly have to create quotations for potential customers. Now you must collect the relevant data for each quote in your customer relationship management system and transfer it to your Word file. Depending on the amount and quality of data in your CRM, this can be a nerve-wracking and time-consuming task.
With ChiliDocs® you can complete this task in just a few minutes. All relevant data is automatically transferred from HubSpot and inserted into your quote. The result: a professional, personalized document that impresses your customers and increases the likelihood of a successful deal.
The advantages of ChiliDocs® at a glance
- Time-saving: Automate the creation of personalized documents and gain more time for other important tasks.
- Error reduction: Avoid manual input errors and ensure all information is correct and up-to-date.
- Ease of use: With just a few clicks, you can create professional documents without the need for complex software knowledge.
- Flexibility: Use ChiliDocs® for a variety of documents: from quotes to contracts to marketing materials.
Requirements for the use of ChiliDocs®
ChiliDocs® revolutionizes the quotation process for companies using HubSpot. With just a few clicks, you can create personalized and professional quotes without wasting valuable time. Say goodbye to manual input and hello to a new era of efficiency.
The best thing about it: To use ChiliDocs® everything you need is a HubSpot portal with at least a Starter license. An MS Word version from 2007 is also required. This makes it child's play to create personalized documents in no time.
Conclusion
With the ChiliDocs® HubSpot integration, you can take the personalization of your documents to a new level. Create customized quotes and other important documents quickly and efficiently and offer your customers an outstanding experience. Try ChiliDocs® free for 14 days and see the benefits of this powerful solution for yourself.
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