One of the many things a cloud-based CRM solution can do for you is assist with your document management. As well as the important task of providing virtual space for you to store that documentation, you can associate those documents in all the right places.
This offers you a great way of reducing the need to keep duplicate or even multiple copies of a document. For example a quote can be sent out and linked to companies, contacts or leads, without having to create those documents individually. With a link to all those documents getting set up and kept on all the relevant records, you can
Read more ...
This article was posted in Business
and tagged with OpenCRM
, Document Management