Canon IMS

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Sales & Marketing

Proposals, contracts, brand assets and customer communication move faster when they are created from one governed source and connected to your CRM.

Why this role specifically

Sales and marketing teams create proposals, quotes, contracts, campaigns and customer letters across many tools, with brand guidelines and approved wording that are easy to drift from.

Customers expect personalised, consistent communication in every channel, while legal and brand teams need control over what goes out.

Where we usually start

Two practices cover most of what comes up for sales and marketing teams. Both link through to the full explanation.

Customer Communications Experience (CCX)

Personalised, on-brand proposals and customer communication generated from CRM data, delivered through the customer’s preferred channel.

Content Services & Document Management

One governed library for brand assets, templates and contracts, so teams always use the approved version.

What we propose most often

Quadient Inspire Suite or SmartCOMM for personalised communication and proposals, OpenText Core DAM for brand assets, Therefore for contract management and Scrive for qualified e-signatures, and Workato to connect your CRM.

What this looks like in practice

A typical engagement starts with one recurring output, such as quotes and proposals or onboarding communication, generated from CRM data instead of assembled by hand.

We then connect brand assets, approvals and signatures, so every customer-facing document is consistent, compliant and tracked.

Platforms we use most in this sector

Which platform we propose depends on your process and systems. These are the ones we deploy most often here, delivered by Canon IMS under one contract.

Customer communication is a core practice of Canon IMS, Quadient Partner of the Year 2023, 2024 and 2025, with communication platforms connected to CRM and marketing systems through Workato.

Frequently asked questions

Can proposals and quotes be generated from our CRM?

Yes. Communication platforms such as Quadient Inspire and SmartCOMM generate personalised proposals and quotes from CRM data, within approved templates and wording.

How do we keep brand assets consistent?

With OpenText Core DAM, approved brand assets and guidelines live in one central library and are published automatically to every channel.

Can contracts be signed electronically in the sales process?

Yes. Therefore manages contracts from draft to renewal, and Scrive provides qualified e-signatures under eIDAS, both connected to your CRM.

Talk to us about insurance

Tell us which process feels the most exposed right now. We will tell you where the pressure actually reaches, and where it does not.

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Amsterdam, Netherlands
+31 20 000 0000
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Consent