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.