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  • Digital Transformation
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    • Finance & accounting
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    • Home
    • About Us
    • Digital Transformation
    • Solutions
      • Finance & accounting
      • Invoice Processing
      • Employee management
      • Sales and marketing
      • Secure document archiving
      • Covid-19 screening eForm
    • The platform
      • DocuWare cloud
      • Preconfigured solutions
      • Features & capabilities
    • Contact Us
  • Home
  • About Us
  • Digital Transformation
  • Solutions
  • The platform
  • Contact Us
DATASHIFT Solutions

Your Business Transformed Digitally

Your Business Transformed Digitally Your Business Transformed Digitally

Stay ahead of the competition

gain the advantage

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.  

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Access documents anywhere

Access documents anywhere

Access documents anywhere

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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

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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

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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

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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:

Move to the cloud

Move to the cloud

Move to the cloud

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

Go paperless

Move to the cloud

Move to the cloud

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

Increase security

Increase security

Increase security

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

Work remotely

Increase security

Increase security

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

connect people and information with DocuWare integration

Microsoft Outlook

Financial Software (ERP)

Financial Software (ERP)

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)

Financial Software (ERP)

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

Intranets and Portals

Intranets and Portals

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

Intranets and Portals

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

Remote sales

Sales operations

Remote sales

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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

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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

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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

is your workforce mobile?

Marketing

Marketing

Marketing

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

Executive

Marketing

Marketing

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

Finance

Marketing

Finance

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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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