Running monthly or yearly statements for your households can be a daunting task, from creating a report in your Salesforce instance –to exporting the data to Excel –to merging the data into your statements. And what happens if you have multiple open items or donations for a single constituent or household? It can turn into a nightmare to create these statements, while your staff spends precious hours performing a task that should be automated. Apsona Mail Merge to the rescue!
Easily generate custom proposals, account plans, contracts, presentations and emails with content from multiple objects and related lists. Works with Word, Excel, PowerPoint, PDF forms and HTML email in single, batch and scheduled operations.
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