SALES

Sales are pivotal to the success of the business. Without them generating revenue there would be no business. A salesperson should be focusing on closing the deal not spending time on trying to find the information, marketing collateral or data they need to grow the bottom line.

KEEP ALL YOUR DATA IN ONE PLACE

With thousands of proposals, quotes, statements of work it can become difficult for team members to find content in the documents that really matter. By integrating your Document Management solution with your CRM your sales team and keep track of every bit of information about your customers and prospects without the need for file duplication. Allowing teams to access, store and collaborate on documents easily and effectively.

FIND AND ACCESS WHAT YOU NEED INSTANTLY

Enable your sales team to focus on winning new business and closing the deal not spending time on trying to find the right information. Eliminate the jumble of traditional storage folders by storing & organising content based on the information it contains and what it is, so you never have to remember where it’s saved or if you have the right version. From generating proposals to handling complaints, every process will be significantly more efficient and Employees will have more time for strategic work. Customers benefit from better support, which results in increased satisfaction and more motivated employees.

MANAGE BUSINESS EXPENSES MORE EFFECTIVELY

One of the biggest headaches for employees is the management of employee expenses. No-one likes filling out expense forms and sorting receipts at the end of the month. Streamline your expense management, manage expense issues and speed up reimbursement for your employees and increased employee satisfaction.

BENEFITS OF DOCUMENT MANAGEMENT FOR SALES

  • Quicker processing times
  • Faster information retrieval
  • Increased time for new sales
  • More efficient sales cycle
  • Sharper competitive edge
  • Better customer service
  • Increased employee satisfaction.

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CASE STUDY

We were aware that we could scan and file using windows and our own network system, but we needed a solution that staff could use to find client documents without asking for help. Invu proposed to us by YourDMS, offered us a solution that was robust with good levels of functionality. Invu’s excellent security features, as well as a controlled method of indexing and saving our information, was essential.

Chris Kearney
DIRECTOR, BRUNEL INDEPENDENT MORTGAGES

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