CALL US
1 (868) 609-2288
contact@bluechiptt.com
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CALL US
1 (868) 609-2288
contact@bluechiptt.com
ADDRESS
39 Pelican Drive, Philippine, San Fernando, Trinidad and Tobago
In this short video we show you how to create new Microsoft Dynamics 365 Sales accounts and contacts from within QuoteWerks. This is a great option if your first engagement
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In this short video we introduce you to the integration between Microsoft 365 Dynamics Sales and QuoteWerks. This includes pulling in contacts from Microsoft 365 Dynamics Sales, creating and updating
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In this video we demonstrate the ability to link quotes in QuoteWerks to an existing opportunity in Salesforce. Doing so can help you mirror existing workflows, creating a link to
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In this short video we review the process of setting up a Datalink between QuoteWerks and Salesforce. Datalink is used to share nonstandard field data between the two systems. In
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In this video we quickly review the process to set up your Salesforce products list as a product data source in QuoteWerks. Doing so gives you the ability to use
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In this short video, we show you how to take quotes and proposals created in QuoteWerks, using the Salesforce integration, to the next level by including additional supplemental information. This
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Our webinar focuses on the challenges of obtaining signed agreements. From your proposal getting stuck in SPAM, customers wanting changes in the document, waiting for the customer to print, sign
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This short video reviews how you can quote items to Salesforce customers. With QuoteWerks and QuoteValet you can make items optional and give the ability for the customer to change
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In this short video we show you how to create new Autotask companies and contacts from within QuoteWerks. This is a great option if your first engagement with a customer
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In this short video we introduce you to the integration between Salesforce and QuoteWerks. This includes pulling in contacts and products from Salesforce, creating and updating opportunities, and converting opportunities
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