Increase Sales with Document Management

Increase Sales with Document Management

Successful document management systems are at the forefront of technology changes, instead of playing catch up. In the world of sales, first impressions count, and reputation means everything. With that knowledge, there is little room for error. One of the best ways to minimize that room for error is to keep your sales team updated with the latest technology. Document management systems with the following features excel in this arena.

Choosing the right document management tool is critical to an organization’s efficiency, productivity, and overall business success.

Instant Access

Instant Access creates the ability to pull up quotes, organize sales documents, make alterations, and close deals within minutes. For a salesperson, time management is important, but for a customer, it’s vital.  Regardless of the product or service, the ability to share any details and specifications on the fly is sure to leave a lasting impression.

Streamline Workflow

Streamlining workflow is a valuable asset to any team. A manual system is prone to miscommunication, misinformation, error, and leaving both customers and salespeople out of the loop. With instant access and electronic document management systems, such as cloud computing, keeping everyone on the same page is simple. Headache-inducers like assigning a new task, changing the game plan, switching into damage control mode, now have quick solutions.

Add Speed & Efficiency to Your Business With Solutions That Make Work Flow


Automating workflow supplements the streamlining process. Reaching sales goals requires focus, presentation, communication, and so much more. That focus diminishes when needless paperwork stands in the way. Skipping the busywork and utilizing automated processing tools allows the sales team to focus on sales while maintaining the accuracy and efficiency of any and all documents.

Audit Trail

While a document management system certainly is a great way to prepare for the future, it also serves as an excellent tool to archive and provide document storage. The same instant access available for new information is applied to stored documents as well. Searching for past data is quick and easy when maintaining an audit trail with check-out/check-in systems, using keyword searches to review previous contracts, and receiving notifications to leave ample time for renewal processes.

Instream Grows Sales With Document Management

You and your team deserve efficient solutions to everyday problems.  InStream has more than a decade of experience in document management technology and understanding the intricacies that make software successful. To learn more about how document management systems can support your sales team, click here to visit InStream’s website.

Document Management Compliance