Document Creation, Scanning and Management for CRM: Sales and Marketing

Document Creation & Management Features

• Create & store all correspondence by 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
• Auto-copy routine for correspondence involving more than one company.

Document Creation & Management will enable your business to:

• Reduce time spent searching for documents
• Minimise sales administration by streamlining & improving sales document creation
• Improve consistency in your quotations & proposals
• Allow your sales team to work with the most up to date customer information to hand
• Reduce filing storage space
• Start to implement a disaster recovery plan.

Typically ROI is achieved in the first year through a significant reduction in sales associated administration and its associated costs and by enabling the sales team to concentrate on value creating sales activities.