Sales and marketing professionals rely on documents such as proposals and marketing collateral to generate leads and ultimately win business. It is essential that these documents are appropriately reviewed by the right team members, and that the documents are easily accessible by team members and managers across the relevant business departments.

Often though, reviewing and accessing these documents is not so simple. With thousands of proposals, quotes, statements of work it can become difficult for team members to find content in the documents that really matter.

With so much material to review, sales and marketing teams can take control by implementing a document management solution. A document management solution allows teams to access, store and collaborate on documents easily and efficiently.


Document management for sales and marketing teams