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Why Document Management systems are essential for Sales collateral

Every business needs to have their files readily accessible particularly with focus is placed on Sales success. With Docuware, sales can optimize key stages of a buyer’s journey from the initial contact all the way through to the contract negotiation.

With centralized, real-time, cloud-based document management and workflow automation, your entire sales team can capture, access and share prospect and customer information in seconds.

As the role of content in the sales process becomes more crucial, it becomes clear there is a growing business demand for an efficient document management system to seamlessly deliver the right content to the right prospect, at the right moment in the sales journey.

The ability to trace documents for commercial negotiation from their beginning to conclusion anywhere and at anytime gives you a unique opportunity for the work quality of agents and commercials.

Every business wants to have their files readily accessible. DocuWare organizes files and business documents in such a way that they can be traced anytime, anywhere, and by any member of the sales or marketing team. The ability to trace business and marketing documents is not just a dream; it is something that can be done.


More Revenue, more Satisfied Customers

Successful sales depend on quick access to information. With an electronic customer folder, it's guaranteed: any inquiry coming from existing and potential customers can be handled quickly and efficiently on the telephone.


Processes from generating proposals all the way to handling product complaints become significantly more efficient which means employees have more time for strategic work that drive value and growth.


Existing customers profit from better support which generates natural results such as satisfied customers and motivated employees. 

Advantages of DocuWare

  • Quicker Processing Times

  • Faster Information Retrieval

  • Improvement in Sales Lead Times

  • Sharper Competitive Edge

  • Better Customer Service


DocuWare ensures a path to success

Sales teams must be able to handle a wide variety of issues, for a broad range of customers. Today, customers look for answers on a company’s website or social media platforms. Successful sales demand quick access to accurate information, so the ability to call up the right document at the right time is critical.

With an electronic sales folder all kinds of information, for example, proposals, contracts, sales records can be specially stored ensuring the most current version of these documents are made available when required. 


Getting the order even faster

To specifically access all of a customer's information, your index (database) fields are set up to include customer name and number, contact name, subject, date and document type. Sales partner are able to view only their customer's information. 


Complete customer information with a simple mouse-click

Good preparation is the first step to getting the order. DocuWare provides everything you need for your research, all in electronic customer folders.

Anything generated in Microsoft Office - such as letters, spreadsheets and presentations - are all stored in the document pool. DocuWare TIFFMAKER and DocuWare Office Add-In are at hand to help with quick indexing and storage. Out of your e- mail program, DocuWare automatically incorporates all incoming and outgoing e-mail.

Order Processing/Accounting adds its array of orders and invoices to the mix. Contracts are scanned and safely filed in the same system. The various options for automating the indexing and storage process is what makes DocuWare the streamlining specialist.

Achieve new levels of success when you:
  • Keep the sales cycle moving with a single place to store and access all your files—marketing assets, price sheets, and contracts

  • Access and share documents anywhere, or easily present content while away from the office, so you don’t lose deals to delays

  • Have the latest versions of sales and marketing collateral, even if it was just published

  • Seamlessly access any content stored in  from thousands of integrated mobile apps

  • Only a well-informed sales force can approach customers with confidence and inspire the same confidence in your company’s products and services.


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Why Paytec?

Our team is not only knowledgeable, they’re passionate about helping our customers succeed. Our personal approach coupled with our commitment set us apart from the rest.

Our in-house team of developers and consultants are here to support you every step of the way.

Contact Us

Our goal is to ensure a single point of contact for all your sales and support needs ensuring the best possible outcome for your organisation.

With teams across Australia and New Zealand use the contact form or contact us using any of the information below:

TEL: 08 8464 0333


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