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The Office Productivity and Automation Solution
Productivity Is Our Business
 

 

 

Marketing and Sales Templates

The idea behind efficiency is to create successful master sales and marketing letters, quotes, and forms - then apply those to your prospects.

OfficeGT comes with pre-made and proven sales letters and forms that you can edit and refine in Microsoft Word.   Yes, your logo and any other graphics can be inserted into these Word master templates.    And, you can cut/paste your existing letters and forms into the OfficeGT smart temple to automate them.

• Centralizes all sales and marketing templates into one place
• Drastically reduces time getting correspondence out the door or into e-mails.
• Automatically populate contact information into MS Word™ template or Outlook™e-mail
• Includes pre-made MS Word™ templates for letters, quotes, fax cover pages, etc
• Easily modify or create custom automated templates to fit your business

Each form comes with "smart fields" that automatically populate with the customer's contact information.   After each letter or e-mail, OfficeGT prompts you to add a CRM activity to document the correspondence and set a follow-up date.

This automates the process of communication and fills your pipeline with information that helps close more sales and improves customer service.