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Look familiar? It doesn't have to. All too often the ability to locate documents (hard copy and/or electronic) quickly and easily can be a very difficult task...
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Sales Benefits |
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 Quicker Processing Times
Faster Information Retrieval
Increased Time for New Sales
More efficient Sales Cycle
Sharper Competetive Edge
Better Customer Service
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Data sheet to Print |
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Read the data sheet about Solution info "Sales" and Print/Distribute as you wish
(PDF format).
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Home > Products > Document Management Solutions > Sales
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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 DocuWare comes in.
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| Description |
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Key Account Managers must be able to handle a wide variety of issues, for a broad category of customers. "Road Warriors" are bombarded 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. Yes, 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 bonus time for more, higher-quality proposals.
Existing customers profit from better support. The natural results: satisfied customers and motivated employees. And the ability to call up the right document at the right time - that's also known as a handy competitive edge!
Inner-Office Communication
Unfortunately, in the real world, sales people often seem to be the "last to know.“ Only a well-informed sales person is able to approach customers with confidence and inspire the same in your company's products and services. Easily accessible records and marketing materials play a large part in forming this information basis.
Information for Customers
Now accustomed to the Internet, customers today demand quick and easy access to current documents, records, etc. If all of your documents are stored in a central document pool, and customers can access them via the Internet…again, that's a nice advantage over your competition.
Faster with DocuWare
DocuWare guarantees higher productivity. Decentral and simultaneous work - on something like a RFP - is possible. Information stays current for internal/external employees and customers alike. Necessary controls and authorization processes are streamlined. Everything is geared to the customer.
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| The Processes |
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Inner-Office Communication
Sales Management and Goal Setting
Friday afternoon in the office of a sales director: Which orders were booked this week, did the numbers come together? No news from Accounting, and access to the order processing program is denied. Plus, reports expected from salespeople in the field haven't arrived yet.
Benefits with DocuWare
With an electronic sales folder you can group together all kinds of information, which can be specially stored or sent by e-mail. This folder contains links to all of these relevant documents - for example: proposals, contracts, records - so that access to the most current version of these documents is guaranteed. As soon as new documents, that fulfill the criteria used to set up the folder, are added to the archive, their links will appear. No need to keep looking for information - all the latest & greatest will find its way to you.
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, 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…sometimes longer than what was initially promised to the customer. Salespeople are on the phone, trying to speed matters up internally, rather than spending more time brainstorming with the customer. Lots of information is still found on paper, the CRM system is 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 is a thing of the past. The process for creating proposals is actively managed, and the efficiency in the sales department grows infinitely.
Information for Customers
Customer Service
Customers profit from online access to important information from their sales partners. This might include packing slips, invoices, service and support agreements, and much more. Shorter innovation cycles and the now-required, quick response times make it tough to keep up with the business of supplying accurate information.
Benefits with DocuWare
With DocuWare, you can supply your employees in-house, those working in the field, sales partners, existing and potential customers with exactly the information they need. The key, once again, is the DocuWare document pool in which various documents and details are always at hand.
A service program that provides this kind of access…just wait for the positive feedback you'll get from your clients!
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This financial broker dealer processes financial sales forms from its network of over 1400 sales reps. The Compliance, Sales Processing and the Commission departments' workflow have been streamlined - all with the help of DocuWare. Sales forms are now received via fax and are automatically indexed and electronically stored.
This, plus quick access to information, is the basis for the company's new efficiencies. For the sales reps, the new system saves time and money.
Previously, Sigma's reps mailed the original sales form to the office for review. The workflow consisted of copying each form, processing both the copy and the original, filing the copy and mailing the original to the appropriate fund company. Sigma would need to add additional personnel and filing space, unless they adopted a document management system.
Today, each form and a standardized coversheet are faxed to the office and automatically indexed.
Document processing is done in hours instead of days and the original form no longer needs to be mailed to the corporate office. Sigma has saved $10,000 a month by reducing paper, toner and overnight mailing costs.
Business has tripled without the need to add personnel, responding to audits is easier and customer service has improved.
Challenge:
Develop a faster and more efficient way to process sales orders, faster response to customer inquires, reduce storage space and document shipping costs, and improve overall document control
Solution:
DocuWare, ACTIVE IMPORT and CDMAKER
Benefits:
Sales growth without adding employees; enhanced customer service; gained competitive advantage; able to attract high-caliber new sales reps
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