Business meeting where woman is presenting to colleagues

Account managers, sales representatives and sales managers are busy professionals. Tasked with a variety of responsibilities such as developing new and existing client relationships, working with marketing teams to roll out advertising campaigns and creating and updating documents such as estimates, contracts and invoices, effective and efficient content and document management systems are a necessity.

Customer Relationship Management (CRM) tools are a common system used by sales professionals to manage and analyze customer interactions and data throughout the sales cycle. However, many of these tools are not only expensive, but they are limited and don’t always meet the needs of the sales team or the company overall. Organizations can often run into difficulties using some traditional CRMs, such as a limited ability to add, update and track documents and communicate in real-time with related departments, particularly when it comes to integrating marketing and sales campaigns.

While there are a number of content and document management systems available, Laserfiche is a flexible and effective system that can store and manage documents and allow for more efficient communications for teams of all sizes. It can even be added to your organization’s existing CRMs, so you don’t need to overhaul your entire system, but only make improvements where needed.

This easy-to-use content and document management system’s ability to provide more efficient document management and communications, as well as easily track and optimize campaigns between teams can result in less time spent in sales and marketing meetings and can help optimize sales processes and reduce man hours.

If you’d like to learn more about how Laserfiche can improve your company’s sales processes, Contact Us Now to set up a free consultation!

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