8339 Stone Run Ct. Tampa, Florida 33615
Document management and workfloW Solutions
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.
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.
Access documents anywhere
Access 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.
Control contracts
Access documents anywhere
Access documents anywhere
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.
Stay within Outlook
Manage marketing content
Manage marketing content
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.
Manage marketing content
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.
How DocuWare benefits every member of the sales team
Remote sales
Sales operations
Remote sales
Access customer records and marketing materials while on-site with a customer, manage proposals and contracts, and effortlessly submit expense reports.
Inside sales
Sales operations
Remote sales
Streamline proposal creation process with fast access to marketing and product materials. Trace contract and invoice status in their approval workflows.
Sales operations
Sales operations
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.
Marketing
Marketing
Marketing
Carefully manage brochures, white papers, presentations and other sales enablement assets to easily share with colleagues in any location.
Executive
Marketing
Marketing
Ensure the security and integrity of all sales documents, and maintain complete visibility to contract and invoice statuses through workflow.
Finance
Marketing
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.