Document Creation and Management for Lotus Notes Domino

Features

• Create & store all documentation for each company & contact, including letters, faxes, quotes and e-mails, both in and out
• ‘QuickNote’ function to store important details, file attachments or phone conversations
• Scan & store hard documents & inbound correspondence related to your contacts
• Expedite document creation with standard text units or combine units into document templates, saving hours of repeat typing
• Auto-copy routine for correspondence involving more than one company.

Document creation and management will enable your business to:

• Reduce time spent managing documents and searching for documents
• Minimise administration by streamlining & improving sales document creation
• Ensure full audit trail of customer information / complaints and so on
• Reduce filing storage space
• Start to implement a disaster recovery plan.

Typically ROI is achieved in the first year through significant time reductions in document creation and storage administration, enabling the Customer Service team to concentrate on value creating activity, not administration.