Benefit from a Document Workflow Management Software for Sales Managers
Maintain an organized database of your contacts and easily locate the documents you exchange with them.
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Streamline Sales Management with Document Workflow Management Software
Sales managers face numerous challenges in managing documents efficiently. Our Document Workflow Management Software is designed to simplify this process, allowing you to focus on what truly matters: driving sales and supporting your team effectively.
Key Features
Centralized document storage for easy access
Automated workflows to eliminate manual tasks
Real-time collaboration tools for team members
Version control to track document changes
Integration with existing sales tools
Potential Use Cases and Benefits
Onboarding new sales staff with ready-to-use templates
Preparing proposals and contracts swiftly and accurately
Collecting feedback from team members in real-time
Tracking document progress across the sales pipeline
Ensuring compliance with client and regulatory requirements
With our software, you can address common issues like lost documents, delays in workflows, and miscommunication. By implementing this tool, you will enjoy more organized operations and improved collaboration, ultimately leading to better sales performance.
How does pdfFiller’s CRM simplify contact and document management?
Keep customer details in one place
Create a data card for each of your contacts to save their email address, phone/fax number, company info, etc.
Add notes to keep important details about your customers.
Quickly locate sent documents
Easily browse your contacts and review the documents you’ve exchanged with them. Retrieve the files you need
in seconds without navigating through numerous folders and subfolders.
Simplify communication with clients
Instantly find the contacts you need using the search tool and share documents without leaving the CRM.
Eliminate manual work
No need to waste time cataloging your documents by hand. All your document transactions are automatically
linked to the corresponding contacts, so you can track them with ease.
Organize contacts into groups
Put your customer database into order. Group contacts by company, country, department, and others.
Import contacts instantly
Transfer your contacts from pdfFiller’s address book, your Gmail account, or a CSV file. New contacts are
automatically added to the CRM as you start interacting with new people through pdfFiller.
64 million users choose pdfFiller for its ease of use, powerful features, and fair price
How does pdfFiller’s CRM make
your workday easier?
With CRM
Keep customer data in one place
Locate sent documents in seconds
Handle contacts within your PDF solution
Without CRM
Create a new folder for each customer
Manually sort documents into folders
Browse countless folders to find a single document
Store customer data in a spreadsheet or third-party database
Maximize
the efficiency of your team’s daily document routines
Contact sales
Anna Stone
anna.stone@email.com
Sent via Email
Completed
08/16/22 01:44 PM
Ben Castor
ben.castor@email.com
Sent via Email
Sent
08/18/22 01:44 PM
Samantha Lowe
samantha.lowe@email.com
Sent via Email
Sent
08/20/22 01:44 PM
Manage all your business contacts centrally with pdfFiller’s CRM
Add new contacts
Create new contact cards to store your customers’ personal details.
Save contact details
Keep customer information for future reference.
View sent documents
See the entire history of document transactions associated with a specific contact.
Send documents from inside the CRM
No need to switch tabs or go to My Docs to send a PDF to your contacts.
Group your contacts
Make navigating through your database a breeze.
How to use Document Workflow Management Software for Sales Managers by pdfFiller
Handling contacts and documents doesn't have to be a tiresome and inefficient process. With pdfFiller's Document Workflow Management Software for Sales Managers, you no longer need to spend time and effort manually cataloging documents by customers and searching for appropriate files. You can conveniently store personal customer information, group them, add notes, and keep track of records.
Follow the steps below to utilize Document Workflow Management Software for Sales Managers:
01
Sign in to your account or create a new one.
02
Switch to the CRM in the menu at the top of the page next to the Documents section.
03
Import your contacts from Google or create a new contact manually.
04
See your Contacts on the left-hand side, create new contact cards, and organize them into separate groups.
05
Click Add contact.
06
Enter the customer’s personal data (name, email, telephone number, etc.).
07
Complete adding a card with the Save option.
08
Attach documents to the card and leave notes.
09
Group clients by attributes in their cards, for example, by organization.
Use pdfFiller’s CRM to manage your contacts and documents efficiently and quickly.
Looking for an end-to-end PDF solution with a built‑in CRM? Here’s why businesses choose pdfFiller
0+
hours saved per employee per month
Free your staff from paper nightmares. Eliminate the need to prepare, store, and search for paper documents.
$0+
saved per document
Cut unnecessary costs. Forget about printing, scanning, and overnighting paper documents.
0x
faster contract turnaround times
Close deals faster, anytime and anywhere. Reduce document signature cycles from days to minutes.
0%
fewer errors
Reduce errors in documents with reusable templates, automated data input, and completion guidance.
Ready to try pdfFiller’s CRM?Start managing your contacts now
Here are 7 steps to create and implement a document management strategy: Determine Who Will Take Charge. Assess the Current Filing System and Determine Strategy Requirements. Identify Each Document. Establish Procedures and Requirements, Then Document. Preparing the Strategy. Purge Unnecessary Documents.
What is document workflow management?
What is a document management workflow? A document management workflow is the process you use to store, share, delete, edit, categorize, and manage the documents in your organization. The process aims to provide clear guidelines on how to complete a task in the document management life cycle.
