
More Revenue,
More Satisfied Customers.
Exceeding goals is tough in competitive times.
Sales teams are fighting against time as much as they are for customers.
It all revolves around information and who can use it the most efficiently. That's where Managed Digital Documents comes in.
Key Account Managers must be able to handle a wide variety of issues, for a broad category of customers. Sales people in the field are overwhelmed with questions, while the staff back in the home office scrambles to address them. A customer looks for answers on a company’s Internet site. Successful sales depend on quick access to information.
With an electronic customer folder, it’s guaranteed: any inquiry coming from existing and potential customers can be handled on the telephone. No need for long searches and unnecessary callbacks. Processes from generating proposals all the way to handling product complaints become significantly more efficient.
Employees have more time for strategic work, while administrative tasks are either eliminated or streamlined. This means time for preparing proposals.
Existing customers profit from better support. The natural results are satisfied customers and motivated employees. And the ability to call up the right document at the right time – a competitive edge!
INNER-OFFICE COMMUNICATION
Well informed sales person is able to approach customers with confidence. And inspire confidence in the company’s products and services. Easily accessible records and marketing materials play a large part in supporting the sales effort.
INFORMATION FOR CUSTOMERS
Now accustomed to the Internet, customers today demand quick and easy access to current documents and records. All of your documents are stored in DocuWare and customers can access them via the internet.
FASTER WITH DOCUWARE
DocuWare guarantees higher productivity. Decentralized and simultaneous work is possible. Information stays current for employees and customers alike. Necessary controls and authorization processes are streamlined. Everything is geared to the customer.
SALES MANAGEMENT
Sales mangers must organize information from many sources. Sales reports from the field must be approved and often must be combined with current data from other departments in order to complete the sale.
BENEFITS WITH DOCUWARE
With an electronic sales folder you can group together all kinds of information which can be specially stored. This folder contains links to all of the relevant documents, proposals, contracts, records, so that access to the most current versions of these documents is guaranteed. When new documents that fulfill the criteria used to setup the folder are added to the archive, a link to the new document will appear.
GENERATING PROPOSALS
An inquiry for a proposal needs addressing. An existing customer wants a price today for next year’s budget. Where is the current data sheet, current specs, and current price list? What file contains the final contract, what special pricing agreements were made last year? It’s a long way between writing and authorizing a proposal. Salespeople are on the phone, trying to speed matters up internally, rather than spending more time with the customer. Lots of information is still found on paper, the CRM system in only marginally helpful.
BENEFITS WITH DOCUWARE
By integrating a document management system, all of this information is available to everyone. Long searches through a variety of binders and filing cabinets are a thing of the past. The process for creating proposals is actively managed, and the efficiency in the sales department grows infinitely. Case Study |