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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 soon build up a rich network of data in your CRM solution. Instead of being filed away in one cabinet with one copy in each company folder, the documents are filed alongside each of the records giving you speedy access to them and a clear overview of your customer records and histories.

Another advantage is that your entire team have access to a centralised documents library and this means avoiding the danger of people creating their own documents and perhaps not capturing the image or tone of the company that you wish to see portrayed. More importantly it reduces the potential for error or misunderstanding by enabling everyone to send out the standard approved documents.

Keeping your data in a cloud-based CRM solution is a real world solution to the question of file and document storage and management. It provides the virtual storage space necessary, as well as giving the tools you need to find and associate documents to other entities in your system.

Sales Pitch: At OpenCRM we are only too aware of how quickly data can build up. If you thought data storage implied a hefty bill then you might be pleasantly surprised when you look at our plans and pricing in relation to storage costs: http://opencrm.co.uk/storage-costs.html