Last week I showed a demo on how you could print invoices, checks, etc. automatically From Dynamics SL to our professional cloud based printing and mailing solution. (See Dynamics SL demo here) Since the Catalina solution isn’t specific to what feeds it, this post is how you can do the same thing through Salesforce.com. I will be showing other ERP’s and how we can do the same thing over the next few weeks (Dynamics GP and CRM, Intacct, Excel spreadsheets, SQL queries, and others)
Even today, in the highly connected world, we are still faced with customers, vendors, employees, sales opportunities, and others either requiring or preferring printed communications like invoices, checks, etc. We have been able to automate a lot of things, but exporting data, merging it, printing it, stuffing into envelopes, and mailing it can still be quite a laborious and costly process. This is where Catalina’s cloud-based printing and mailing solution can come in to automate the integration process and outsource the printing and mailing portion.
Here is a brief demo on how this can work with Salesforce.com. Not only does this demo show you how you can have cloud based printing and mailing of your invoice and other documents, but also how you can integrate with Nodus’ PayLink payment processing solution that allows your customers to quickly pay their invoices online through a PCI compliant payment solution.
We will be posting other demos and tutorials on how you can add this to your ERP, CRM, helpdesk, or other back-office system.