Porrima's telecoms automated proposal software has been fully integrated with Microsoft Dynamics 365 CRM, enabling companies to track proposals and all other relevant paperwork from Proposal Manager within the CRM, with all information from the proposal linking to the customer account in Dynamics.
"Porrima does not believe in customers having to change their CRM provider to take advantage of a proposal management system," said CEO Daniel Shapiro.
"By integrating with customers' existing CRM systems they can keep using their trusted and familiar CRM system but at the same time use Proposal Manager without having to duplicate account details in two separate systems.
"By integrating with a customer's CRM it means that there is no need to duplicate content and they can easily keep track of new proposals across the business."
Other recent integrations include Adobe Sign, allowing for quicker approvals of proposals, POs and relevant contracts.