What was Shelley’s manager’s name again? We’ve all had it happen. We were working on a proposal, presentation or customer file and needed quick access to some vital tid bit of customer information. With CDC Research Services, your employees can continue working in the applications they’re used to, and quickly access CDC Pivotal CRM data when they need it – from right within their productivity application of choice.
CDC Research Services is a web services-based integration between CDC Pivotal CRM and Microsoft Office. By clicking on say, a customer name in MS Word, your salesperson or marketer can seamlessly look up a customer record in CRM. Learn more about how Research Services can help empower your employees and drive new levels of user adoption and productivity.