CRM Online: Flexidocs

The Australian Business Award for Tech Innovation recognises leading products and services that provide innovative technological solutions for new and existing market needs.

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CRM Online is a leading provider of cloud-based Customer Relationship Management solutions in the Asia Pacific region. CRM Online is the developer of Flexidocs, a document generation, electronic signing and collaboration platform for SugarCRM and

Flexidocs is designed to integrate with a company’s CRM (Customer Relationship Management) system to automate and streamline the process of document generation, and optionally, provide electronic signing and even real time collaboration around documents. Flexidocs allows users to generate contracts, quotes and letters with a single click in their CRM system. This leverages the power of the CRM metadata framework to automatically pull in fields and related records into a document. These can then be emailed or shared with the customer or sent directly for electronic signing. All key signing events are captured back into the CRM in real time and can be used to quickly identify where a signing process is up to and the final signed contract is automatically stored back into the CRM.

By automating this process, Flexidocs reduces the number of processes associated with generating documents for customers, partners or even internal stakeholders. This process reduces administration time and provides a much improved customer experience when singing contracts and collaborating on documents and quotes. In addition to a more streamlined and accurate document management system, Flexidocs also creates an environment that increases compliance and reduces the legal risk of document storage and signing. Flexidocs has a number of notable features that are aimed to improve the document and contract management system of a company. These include: full creative control, interactive fields and configurable workflow, multi-format support, mass generation, dynamic templating and merge field wizard.

CRM Online is being recognised for a Technology Innovation award in the Australian Business Awards 2016.

The Australian Business Awards are the regional chapter of an integrated, hierarchical leadership program conducted on a national and international level. Eligible organisations from each region are invited to participate in the international chapter of the program at The World Business Awards. Conducted annually and currently in the second year of its international launch, The World Business Awards seeks to engage with the world’s business, innovation and technology leaders through a global recognition and knowledge building initiative that is underpinned by the program’s established framework. The program engages with organisations worldwide to benchmark the full spectrum of their products, services and initiatives and to review their business performance. The cycle culminates in the recognition and celebration of organisations that implement world-class business initiatives and industry leading products and services on a prominent and far-reaching scale. All entries must be entered in the regional chapter where the organisation is based.

Organisational participation includes private companies, publicly listed companies, multinational subsidiaries, not-for-profit organisations, non-government organisations, educational institutions, franchise systems, partnerships, government departments, government agencies, local government and statutory bodies operating in Australia.

Initiatives can include but are not limited to projects, programs, processes, systems, technologies, developments, ventures and undertakings.

Entries are assessed utilising a robust and dynamic framework to ensure that the assessment process is pertinent and objective. The World Business Awards Framework (WBA Framework) is utilised as a structured model of assessment that enables the participating organisations to be benchmarked against world class performance standards. The Framework consists of specialised assessment modules pertaining to the evaluation criteria for each of the award categories. The criteria and sub-criteria provide a robust set of requirements that are used as the methodology for benchmarking and learning among the participating organisations.

Organisations that participate are provided with the unique opportunity to benchmark themselves against the top performers globally. The recipients are acknowledged for their achievements and recognised as the elite of their industry earning a place amongst a distinguished group by having their products, projects, initiatives, contributions and achievements recognised on a prominent and far-reaching scale. The program provides the ultimate platform for building knowledge, increasing brand awareness, equity, loyalty and retention through increased exposure, recognition and prestige. This establishes a valuable resource that can be used extensively to create opportunities for publicity, positive organisational profiling and heightened brand awareness within the respective industries both nationally and internationally.

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