What is online document management or digital document management?
Online or digital document management is a way to create, share, and store documents in digital format or online, so you can transmit documents without ever having to print out a piece of paper. A record of those documents is created and all actions taken around them are tracked in your CRM (Salesforce) or other system of record.
How can digital document management benefit my company?
Digital document management allows companies to automate the process of creating documents, sharing those documents, and recording all actions taken (either by your company or your customer) in relation to those documents. It automates steps around common business documents to reduce manual steps and errors, improve speed and efficiency, and enforce brand standards and compliance.
How does cloud based document management benefit my users or employees?
It provides automation around common business document steps, which takes out a lot of the work out of generating, sharing, signing, and saving documents that are fundamental to business cycles. It allows for things like automatic template selection so documents are always created correctly, sending documents in mass, or flexible document delivery that is automatically triggered by certain conditions.
How does online document management benefit my customers?
Online document management provides a lot of the same benefits to your customers as to your employees: faster turnaround times, more accurate, on-brand documents, and all interactions that take place around documents tracked and recorded. Plus, you’ll be able to personalize your customer communications accurately and quickly, so you’ll have an easier time engaging customers and prospects.