Help your people be more efficient, responsive and secure.

 
 
 
 
 
 
 

Digital Document Management, Storage and Retrieval for Sales

The challenge

 

According to a CSO Insights survey, “88% of sales professionals are unable to find or bring up critical sales material up on their smartphones.” The result? Longer sales cycles and lost deals.

 

The change

 

A professional digital document solution is perfect for those Sales teams that need to move to the Cloud, increase security, and want to offer remote work options to their team and go paperless. Will allow you to access documents anywhere - Sales in the field - Archived emails, quotes, invoices, proposals, contracts, presentations and other files, each customer record is centralised, organised and ready when you need it.

 

For Sales teams, your inbox is your nerve centre. Our Document Managed Solutions full integration with Outlook allows you to store and search for critical documents, invoices, quotes and send them to colleagues or prospective clients at the click of the button within the DocuWare interface. No longer worry about whether you have the most up-to-date quotes printed while meeting clients. 

 

 
 

Read the "10 reasons why you need a professional Document Management Solution"

 
 
 

Your next step

 

With all the essential information your team needs at their fingertips, read below to find out all the areas your Sales team can benefit in from a Managed Document Solution. Or if you'd prefer to see it in action, you can book your free 30 - day proof of concept demo.

How DocuWare works harder for you across locations

Sales in the field

 

Archived emails, quotes, invoices, proposals, contracts, presentations and other aspects of the centralised customer record are available on the road, in the office of a customer, or a meeting with a partner. Never worry about a missing quote again. 

Travelling managers

 

Contracts, HR documents, financial reports and presentations are a click away for managers out of the office. DocuWare works on smartphones, tablets and laptops, so getting information and completing workflows is always possible.

Working from home

 

Continue to offer WFH without fear. Slow VPNs and messy network drives are productivity killers. DocuWare enables centralised, instant access to documents and an automated workflow ensures you don't need to chase it up. 

Distributed offices

 

DocuWare keeps the flow of information seamless between all departments and teams no matter what office they work out of. Instant, Cloud delivered workflow ensures all transactions are real-time, everywhere.

Why Sales teams are using Managed Document Solutions

  • Access customer records and marketing materials while on-site with a customer, manage proposals and contracts, and effortlessly submit expense reports
  • Link your website registration forms and any leads that sign-up can then be routed to the right sales team
  • Store critical sales and marketing material in a digital repository for retrieval
  • Access customer records and marketing materials while on-site with a customer, manage proposals and contracts, and effortlessly submit expense reports
  • Paper-based processes and handling are greatly reduced - see gains in productivity across your company as documents and files can be searched for, reducing opportunity for document loss
  • Some 40% of data breaches are paper-based. Additionally, accidental document loss is completely removed unless document is deleted by designated Master Admin
  • Maintain complete visibility of proposal, contract and invoice approvals, ensure effortless data synchronisation with your Sales CRM, that automatically updates as quotes are returned by prospective customers
  • Automatic notifications will automatically alert the designated team / user whenever customers reply to invoices, contracts, proposals and other such correspondence
  • The software can be rolled out across other key departments in your business, and can be configured differently for the flow of documents for each seperate team, when this is done successfully investment cost of the Document Management Software will be amortized within a year
  • Grant access permission according to department and role so the right people always get the right documents
  • Faster access to documents when and where needed. Access from anywhere, from any device

Request a Document Digital Assessment

 

Complete the form and one of our amazing team members will be in touch.

 
 
 

Delivering Local Technological Expertise

to Local Businesses

 
 
 
 
 
 
 
 
 
 

CONTACT

Call 02890 370073

Mon - Fri, 9am to 5pm

Email: contactus@kbsgroup.co.uk

 

HEAD OFFICE

159 Dargan Crescent

Belfast

BT3 9JP