Blog - DocuCollab

Tackling the Impossible Sales Challenge

How do you get a targeted account if all your previous attempts have failed? If you want to catch a big fish, perhaps the sports fishermen of New Zealand can give you some ideas. After all, they face a very difficult, if not insurmountable, challenge that would stop most fisherman entirely.

The coastline off the Ninety Mile beach is teaming with red snappers and other delectable salt water species. It’s a gorgeous pristine area with huge sand dunes, no hotels and no piers.

To complicate matters even more, the sandy beach often goes out for hundreds of yards, making it difficult to fish […]

5 Factors Needed for Sales Enablement Success

To keep your business relevant and competitive, you need to move away from old sales tactics. These interruptive techniques will only hold back your company. Sales enablement, however, will help you and your sales people adapt to the new way people buy.

What exactly is sales enablement? It’s a multi-faceted term that refers to the tools, technologies, processes, and practices that empower sales teams and help them sell at a higher velocity.

To break it down, here are five factors you need to consider for success.

1. Sales and Marketing Alignment

Are your sales and marketing teams operating in silos?

To be successful, everyone needs […]

What is Document and Contract Redlining?

In the document management and collaboration process, redlined document refers to marking text that has been edited. Typically, redlining is used when two or more people are working on a document together; each individual can redline the text that was added or edited. The redlined text will then appear in a special color (or as bold) so that others can see the changes that have been made.

The traditional redlining process typically takes two files as input, compares them to find the largest and nearest blocks of common text, and showing the rest as either added or deleted. The process works […]

Best Sales Enablement Tools

Smart salespeople use smart tools. As your sales team is the real driving factor of your business, you have to ensure they have tools that help enhance sales processes. In the technology world, you can easily get lost among the variety of tools, so we’ve shortlisted 9 tools that increase your sales team’s productivity and overall performance.

Crystal Knows

This is the tool that earns you business. Simply speaking, Crystal will help you create emails by giving you all the information about a possible prospect. It is a complete game changer when it comes to drafting a bespoke and personalised […]

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 […]

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 […]

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 […]

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 […]

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 […]

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.

Aligning the internal departments in the organization is a crucial step in achieving harmony in processes. Especially, the sales and the legal teams must be coordinated to avoid frictions that can potentially harm the reputation of the organization. The major objectives of a legal department in a company are […]