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.
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.
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.
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.
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.
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.
Manage documents without the complexities and overhead of an on-premises data center.
No more lost documents, printing headaches, tedious searches and overflowing file cabinets.
Protect your team against litigation, leaks and loss with comprehensive, modern data security.
Colleagues on the road, working from home and collaborating across offices remain fully connected.
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.)
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.
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.
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.
Access customer records and marketing materials while on-site with a customer, manage proposals and contracts, and effortlessly submit expense reports.
Streamline proposal creation process with fast access to marketing and product materials. Trace contract and invoice status in their approval workflows.
Maintain complete visibility of proposal, contract and invoice approvals, ensure data synchronization with CRM, and create eforms and workflows to support new processes.
Carefully manage brochures, white papers, presentations and other sales enablement assets to easily share with colleagues in any location.
Ensure the security and integrity of all sales documents, and maintain complete visibility to contract and invoice statuses through workflow.
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.
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