Marketing and sales document management and workflow solutions

One 、 Marketing and sales document management and workflow solutions

With the help of pre-sales product information provided online 、 Comments and comparative analysis , Customers usually interact with your salesperson when making decisions . You need to act quickly and effectively . This means that key information and processes can be accessed at any time , To get a great customer experience .

Two 、 Prepare for the hardest working sales team

Your team is navigating to the airport 、 Call a conference call 、 Drive to the meeting 、 Conduct virtual demonstrations and training —— Redouble your efforts to win the deal .DocuWare Document management solutions provide maximum efficiency , So you can get full sales .

Access documents anytime, anywhere

Every customer record is centralized 、 Organized and ready when you need it ： On the way before the demonstration 、 In the customer office 、 Meet with partners .DocuWare Instant access to archived email from any device 、 Quotation 、 invoice 、 The proposal 、 Contracts and presentations .

controlling contract

There is no room for mistakes in managing contracts , There is no time to waste in executing the contract . Management version , Match invoice 、 Approval path, electronic signature and other related documents , And set the reminder task of renewal and extension .

Remain Outlook in

Your inbox is your nerve center ： From colleagues 、 Potential customers 、 The key information of partners and customers must be carefully managed , And often safely archive . Use DocuWare And Outlook Or the native integration of other email clients to store and search messages and attachments .

Manage marketing content

Get your marketing materials from messy shared drives , And use slow VPN To complete . Marketing colleagues can centralize and organize product manuals 、 Presentation 、 white paper 、 Battle Card 、 Templates, etc , Then make them available through embedded lists and searches in portals or other applications .

3、 ... and 、DocuWare It is very suitable for teams that need to do the following things ：

Move to the cloud

Manage marketing and sales documents without the complexity and expense of the local data center .

paperless

No more files are lost 、 Printing trouble 、 Cumbersome search and file cabinet overflow .

Improve safety

Protect your team from litigation through comprehensive modern data security 、 Leaks and losses .

Remote work

On the road 、 Stay in complete contact with colleagues who work at home and work across offices .

Four 、 adopt DocuWare Integration keeps people and information connected

Microsoft Outlook

Directly from Outlook Archive and find any document

Outlook It is the lifeblood of thousands of sales organizations . With the help of DocuWare Integrate , You can safely archive messages or search for related documents without leaving your inbox .（ Don't use Outlook？DocuWare Also connect to other email clients .）

Financial software (ERP)

Keep orders 、 Invoice synchronization

stay DocuWare Manage contracts safely 、 Orders and invoices , Then connect the transaction data with your core financial application （ Such as Microsoft Dynamics、SAP、Quickbooks、DATEV、Sage etc. ） Keep in sync .

CRM

Directly from CRM Record access to customer documentation

Your CRM It is the recording system of all sales activities .DocuWare Integration enables you to retrieve proposals from the context of customer or partner records 、 contract 、 Order 、 report form 、 Invoices, etc .

Intranet and portal

Display lists and documents in the online portal

Whether to use SharePoint Or something else Web Gateway , You can use DocuWare Centrally manage and share sales and marketing documents , To create a “ The real source ”.

5、 ... and 、DocuWare How to benefit every member of the sales team

Even for the most dispersed workforce ,DocuWare It can also maintain the connection between process and personnel .
1、 Sales Representative
Access customer records and marketing materials while the customer is on site , Manage proposals and contracts , Easily submit expense reports .

2、 Internal sales
Simplify the proposal creation process by quickly accessing marketing and product materials . Track the status of contracts and invoices in their approval workflow .

3、 Sales
Keep the proposal 、 Full visibility of contract and invoice approvals , Ensure that CRM Data synchronization for , And create spreadsheets and workflows to support new processes .

4、 marketing
Carefully manage the manual 、 white paper 、 Presentations and other sales support assets , In order to easily share with colleagues anywhere .

5、 Management
Ensure the security and integrity of all sales documents , And maintain full visibility of contract and invoice status through workflow .

6、 financial
Never forget the expiration or expiration date of the contract , And orders can be easily accessed from a secure repository 、 Delivery documents and invoices automatically match the contract .

6、 ... and 、DocuWare Application in sales enterprises

Talbot Marketing The company provides promotional products and corporate clothing , To help enterprises market their brands . These promotional products are used for incentive or recognition programs and product launches . Use DocuWare,Talbot Accounting staff of can scan and import invoices electronically . These are indexed by the sales order number and the name of the sales representative , For reference , And conduct electronic routing through the company's accounts payable workflow faster and more effectively .

Marketing Personal The company sells Marketing Personal Product consultants distributed more than 100,000 A catalog . All orders need to be generated digitally and stored in DocuWare in .DocuWare With existing software ABBYY FlexCapture and Splunk Seamless integration between means that data can be cross checked , And you can immediately get the status of new orders and pending orders .

7、 ... and 、 DocuWare Recognized in terms of security and availability , Security and availability are critical to sales and marketing teams .