How to Maximize Sales with a Document Management Software?

How to Maximize Sales with a Document Management Software?

As a sales manager, what if you were told that your sales team spends only 35% of their time selling. Have you wondered where the rest of their productive time actually goes? In fact, sales reps waste their time on non-customer facing activities, like admin tasks and searching for account information. If you want to have a highly-performing sales team, you have to help manage their time and optimise sales processes. Using document collaboration and management solution can help maximize your sales team’s selling time by moving unnecessary tasks away from them and ensuring they are focused on closing more […]

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5 Ways to Improve Your Sales Process with Document Management Software

5 Ways to Improve Your Sales Process with Document Management Software

4 hours – this is how much time a sales rep spends every day sending emails, doing follow up calls and other admin. Can you imagine how many hours per week your sales team is losing due to the lack of automation and management? It can be easily improved with task automation and document templates. It’s time to change your game plan and equip your sales team with the latest technology. This is where document collaboration and management system excels. In this article, we share our best practices to use DocuCollab as a way to accelerate any sales process.

1. Draft […]

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Document Collaboration: DocuCollab vs Email

Document Collaboration: DocuCollab vs Email

If you look at the bigger picture of your company, you’ll most likely agree that documents and data forms an integral part of it. Just think about the daily processes – sales teams rely on correct client data, HR department is dealing with loads of training and onboarding material, the finance department is working with confidential and business-sensitive information. Documents are a necessary part of any organization and quickly becoming more collaborative in nature. As organizations move toward digitizing their business processes, the collaborative document editing and review performed using emails and word processors tend to be more problematic, error-prone […]

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Sales Proposals Best Practices

Sales Proposals Best Practices

Sales proposal – may sound as a dreadful word for any salesperson, especially when you don’t know where to start. When a prospect asks you to send a proposal, you may consider that you have the deal in the bag, however the reality is that you still have a long way to go. The best approach rarely is to open a blank document and start typing. Instead, you should take a pause and think about how you are able to use the proposal process as an opportunity advancement process.

There are several types of proposals – the short ones that only […]

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Documents That Routinely Waste Your Productive Time

Documents That Routinely Waste Your Productive Time

One of the most relevant questions every company asks is “how to make business processes more efficient?”, this is especially important in meetings, training and reporting. Document management systems nowadays are a huge asset to any business that automates and streamlines daily processes, ensures better visibility and control.
Read on to learn HOW companies can improve their document management processes to reduce time spend on admin tasks and boost productivity.

NDA (Non-Disclosure Agreement)

NDAs are particularly important when you’re disclosing sensitive business information and want to avoid illegal use or information abuse. Before starting to draft an NDA, you need to know what […]

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How to Make Legal and Sales Departments Best Friends

How to Make Legal and Sales Departments Best Friends

The endless war between legal and sales departments is a frequent problem that arises in every company. Just because these two departments have different functions, it doesn’t mean that they cannot work in tandem. In fact, when sales and legal departments work together, the company see an instant improvement in their performance.

The friction between the two often comes from these factors:

Economic – decisions on pricing, budget and product
Cultural – while the legal department is highly analytical and aims to protect the company, sales teams are focused on closing more sales and retaining good customer relationships.

Having these problems in mind, the […]

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How to Become a Paperless Office

How to Become a Paperless Office

Is it possible to become a 100% paperless office? Let’s be realistic – of course not. There are legal documents and invoices that have to be preserved in their paper form at all times. Even though it may seem that we are already using much less paper with the help of digital innovation, unfortunately, facts and figures show us a different story. Every year, the United States uses nearly 3.7 million tons of copy paper. It seems that a lot of companies are still hesitant to switch to digital document management although it is a sensible move to get rid […]

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Ways to Keep Your Electronic Documents Safe Long-Term

Ways to Keep Your Electronic Documents Safe Long-Term

A typical day of every office worker starts and begins with a computer. You are saving, exchanging and working on incredible amounts of information. Have you ever thought how vulnerable electronic files and emails are? Without proper protection and security, a company is constantly at risk of leaking sensitive information about its activities and client data.

According to TechWorld, over 707 million files have been lost or stolen in 2015 – that included photos, credit card information, contracts, phone numbers and more. Just imagine how it can affect business and your clients. In order to prevent hack attacks, below are proven […]

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How DocuCollab Can Boost Your Team’s Productivity

How DocuCollab Can Boost Your Team’s Productivity

Business automation has become a trending phrase in a digital world. Everybody is talking about automating their workflows to increase productivity. However, employees are often equipped with loads of different software which, in the end, is handled inefficiently and can massively impact your team’s productivity. To eliminate these risks, we’ve created DocuCollab – a document management software to make sure your team handles document workflows as efficiently as possible. Here’s how DocuCollab can positively impact your productivity.

1. Organised workflow

Do you remember the days when you spent hours reading a paper copy of T&Cs and hopelessly trying to find important information? […]

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Key Benefits of Document Management Software

Key Benefits of Document Management Software

Is document management software is a solution for your business?

The answer is YES.

An effective document management system is imperative to ensure your daily operations are running smoothly, documents are safely stored and easily accessible.

But before starting, let us introduce you to the key facts about paper document management:

Fact 1: The average document gets copied 19 times

Fact 2: Companies spend $220 to retrieve lost documents

Fact 3: 7.5% of all documents get lost

Source: PWS whitepaper survey

Document management software (DMS) is a solution for any type of business to store, capture and collaborate on a document in a real time. Let’s focus on […]

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