Both CRM and DMS are excellent solutions for automation of client relationships and document management.
But if integrated they form even a more powerful oman telegram datatool that can help to save time, reduce expenses and generate higher revenue.
What concrete benefits will the interoperability of these two systems bring to your business?
Let’s have a look at some of the major ones.
1. Full Document Management within CRM
Stop tossing the tabs.
Having a document automation platform integrated with your CRM, you get the privilege of handling the communication activities and processing documents in a single window.
Create, access, and edit all of your files from the CRM system.
Use the stored in it contact information to gaining control of customer engagements immediately share the produced papers with your colleagues and clients.
The regular update of the document status in the system makes it easy to track the work progress.
2. Reduced Time Spent on Document Creation
Facilitate your business processes by reducing the time spent on producing documents.
With the integration, gone is the need to manually insert the case-specific information into a template.
The relevant data from a CRM system, including information about contacts, products, and pricing, is automatically populated into the designated ew leads fields in your document.
Some DMSs, like the mentioned earlier PandaDoc, provide a number of professionally looking templates to be used by default.
If you need customized templates for your proposals, contracts, or any other documents, they can be created in just a few clicks.
3. Workflow Automation
Forget about scanning documents and transferring them to your colleagues and clients via email.
With an integrated system in your office, you can send all of your papers for approval or signature directly from a CRM system.
Signing, and correction, will be regularly updated in the system. You can be sure that none of your proposals or contracts will vanish in the huge document turnover.
4. No Time Wasted for Files Search
The merger of the two systems means that you can view all the documents related to a specific Opportunity, Lead
, or Account in the corresponding modules.
With the needed documents at hand, a sales representative is capable of providing an excellent client experience that will ultimately lead to a closed deal.