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Does anyone interface CRM 2011 with Acord Forms? RRS feed

  • Question

  • We use an external vendor for forms related to the insurance industry.  The program is Acord Forms and is currently accessible to us through another program from Vertifore called Sagitta.  We want to move everything off Sagitta and into CRM 2011 but will need to be able to interface with this on-line form supply.  We have the on-premise version of 2011.  Is anyone using Acord Forms today in conjunction with 2011 or using 2011 to interface with any on-line vendor to pull down forms of any kind?
    Monday, July 1, 2013 12:37 PM