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Document management and workflow solutions for sales and marketing

With pre-sales product information, reviews and comparative analysis available online, customers typically engage your sales when they’re moving toward a decision. You need to move fast and effectively. That means anytime-access to critical information and seamless processes for outstanding customer experiences.

sales guy experiencing the euphoria of DocuWare

Webinar: A Beginner’s Look at DocuWare

New to DocuWare? See how DocuWare document management and workflow automation enables your team to access the right information at the right time.

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Ready for the hardest working sales teams

Your team is navigating airports, hosting conference calls, driving to meetings, giving virtual presentations and conducting training — pushing long hours to win the deal. DocuWare provides maximum efficiency so you can attain full selling speed.

benefit---access-sales-documents-anywhere

Access documents anywhere

Each customer record is centralized, organized and ready when you need it: on the road before a presentation, in the office of a customer, meeting with a partner. DocuWare enables instant access from any device to archived emails, quotes, invoices, proposals, contracts and presentations.

benefit---control-contracts

Control contracts

There's no room for error in managing contracts, and there's no time to lose in completing them. Manage versions, match with related documents like invoices, route for approval and electronic signatures, and set reminder tasks for renewals and extensions.

benefit---stay-within-outlook

Stay within Outlook

Your inbox is your nerve center: key messages from colleagues, prospects, partners and customers must be carefully managed and often securely archived. Store and search for messages and attachments with DocuWare's native integration with Outlook or other email clients.

benefit---manage-marketing-content

Manage marketing content

Get your marketing material out of messy shared drives and be done with sluggish VPNs. Marketing colleagues can centralize and organize brochures, presentations, white papers, battle cards, templates and more, then make them available through embedded lists and searches in portals or other applications.

DocuWare is perfect for teams that need to:

DocuWare Cloud enables organizations to manage documents securely in the cloud

Move to the cloud

Manage documents without the complexities and overhead of an on-premises data center.

use DocuWare to achieve a paperless office

Go paperless

No more lost documents, printing headaches, tedious searches and overflowing file cabinets.

Protect against data loss and manipulation with DocuWare

Increase security

Protect your team against litigation, leaks and loss with comprehensive, modern data security.

Distributed workforces are no problem for DocuWare

Work remotely

Colleagues on the road, working from home and collaborating across offices remain fully connected.

Our DocuWare system paid for itself ... our ROI improves every time we add a new process, such as our sales orders and invoicing.

Michele Witman
Controller, AquaPhoenix Scientific
Read the full case study

Keep people and information connected with DocuWare integration

Integration for Sales + Marketing

Microsoft Outlook

Archive and find any document right from Outlook

Outlook is the lifeblood of thousands of sales organizations. With DocuWare integration, you can securely archive messages or search for related documents without leaving your inbox. (Not using Outlook? DocuWare also connects to other email clients.)

Financial Software (ERP)

Keep orders, invoices and more synchronized

Securely manage contracts, orders and invoices within DocuWare, then keep transaction data synchronized with your core financial applications like Microsoft Dynamics, SAP, Quickbooks, DATEV, Sage and others.

CRM

Access customer documents right from their CRM record

Your CRM is the system of record for all sales activity. DocuWare integration enables you to retrieve proposals, contracts, orders, statements, invoices and more right from the context of the customer or partner record.

Intranets and Portals

Display lists and documents within online portals

Whether using SharePoint or another web portal, use DocuWare to centrally manage and share sales and marketing documents to create one "source of truth" for key information.

How DocuWare benefits every member of the sales team

Sales field rep using DocuWare document management

Sales representatives

Access customer records and marketing materials while on-site with a customer, manage proposals and contracts, and effortlessly submit expense reports.

Inside sales representative using DocuWare workflow

Inside sales

Streamline proposal creation process with fast access to marketing and product materials. Trace contract and invoice status in their approval workflows.

sales-ops

Sales operations

Maintain complete visibility of proposal, contract and invoice approvals, ensure data synchronization with CRM, and create eforms and workflows to support new processes.

DocuWare keeps processes and people connected even for the most distributed workforces

marketing

Marketing

Carefully manage brochures, white papers, presentations and other sales enablement assets to easily share with colleagues in any location.

Sales executive better informed through Docuware document management

Executive

Ensure the security and integrity of all sales documents, and maintain complete visibility to contract and invoice statuses through workflow.

finance professionals working with sales in DocuWare

Finance

Never lose track of contract expiration or due date, and easily access contracts automatically matched with orders, delivery documents and invoices all from one secure repository.

DocuWare in action within sales organizations

Case Study

Talbot Marketing provides promotional products and corporate apparel to help businesses market their brand. These promotional products are used in incentive or recognition programs as well as product launches. Using DocuWare, Talbot’s accounting personnel can electronically scan and import invoices. These are indexed by the sales order number and the sales representative’s name, for easy referencing and electronically routed through the company’s accounts payable workflow at a faster and more efficient pace.

Industry: Service Provider Department: Sales and Finance
Case Study

Marketing Personal distributes more than 100,000 catalogs to Image Advisors who sell Marketing Personal’s products. All orders require transport documents which are generated and stored digitally in DocuWare. Seamless integration between DocuWare and the existing software ABBYY FlexCapture and Splunk means that data can be cross-checked and the status of new and pending orders is immediately obtainable.

Industry: Retail Department: Orders and Finance
iso-9001SOR 2018 SEAL PLATINUMBusinesscom Best Pick 2019Capterra-Award-Best-Ease-of-Use-20182018_CoBi_Trusted_Solutions_Siegel_DocuWareaicpaMarket Leader - ECM - 2019ao-gobd-certified
DocuWare has earned the security and usability recognitions that matter for sales and marketing teams.
  
 

We want to show you DocuWare in action

The best way to see how your sales and marketing organizations can benefit from DocuWare is a personalized demo. We'll show you DocuWare in action and why it's perfect for centralizing documents, managing contracts and more.

We will also set you up with a free, fully functional, 30-day trial so you can test drive DocuWare yourself.

Complete the form and we'll be in touch right away.