Document Management If a customer calls up and wants to talk about a contract, an SLA document, a scoping document or any kind of document with important information on it, how easy is it for your staff to get to that quickly? With no Document Management the answer is probably, not very easy at all!

Most CRM Solutions have a certain level of Document Management included, but this can be more of a dumping ground with no real control over what goes where. Gold-Vision CRM allows you to make sure documents are attached to the right record, but more importantly, attached to the right area of the record.

If you’ve been working with Customer X for 10 years, chances are you have many documents that are attached to them. The problem comes when a staff member quickly needs to access one because the customer is on the line, or a Manager need urgent access to specific information. Keeping the customer on hold, or worst still, getting back to them a couple of hours later is not an option.

Document Management within Gold-Vision CRM allows you to attached documents directly to an opportunity, or an activity, or a project, even a specific contact. This means valuable time is saved as documents can be located within seconds rather than hours.

All documents created within Gold-Vision CRM like quotes and proposals are attached to the record automatically. The actual document is saved in a customer folder and linked to the appropriate area. This means you save space as you’re not saving the same document over and over again. A simple idea to improve Document Management.

And remember, Gold-Vision CRM uses Microsoft Word templates, so all your documents are created automatically saving your staff a massive amount of time and ensuring that the company branding and document style is standardised.