A Customer Relationship Management (CRM) system brings together information and processes so that you can sell and market your products and services more effectively. Unfortunately, when that information is document-based, it often has to be stored outside the CRM and may not be easily accessible.
 
What if a CRM could be integrated with a document management system? This would allow all business process owners to view and act upon the documents that provide an important piece of the total customer picture. An integrated solution can make documents such as invoices, contracts, memos, brochures, and sales tools immediately accessible to sales and account managers, as well as to customer service representatives. When this solution is delivered in the cloud, it provides increased access across an organization, no matter where employees are located.
 
This webinar will explain how companies across a wide spectrum of industries and from small to large can enable customer responsiveness, sales process efficiency, and electronic workflows with this key integration and cloud-based solutions. Without the need to keep and connect manual paper-based processes, you can transform disjointed customer documentation, increase productivity, and reduce cost.