Improve Pending Sales Activities With Document Management Systems

Jemina Boyd January 16, 2019

Improve Pending Sales Activities With Document Management Systems
Document Workflow
Blog
Customers may be interested in your goods or services, but it all means nothing if your team can’t deliver on time. Sales staff can waste countless hours processing orders, contracts, and other paperwork, hindering their ability to serve their clients quickly.

Today, your business must be able to adapt how you manage paperwork to avoid disgruntled customers and reduce friction in the sales process. You need a cutting-edge document management system (DMS) like PairSoft, and here are several reasons.

Consolidated storage

DMS software centralizes and organizes your data in the cloud, so scanned orders, contracts, and invoices can be accessed by authorized employees with any internet-enabled device. This makes file sharing and collaborating on a sale much more straightforward.

What’s more, thanks to optical character recognition (OCR) technology, PairSoft converts stored documents into digitally searchable files. So, if you’re looking for specific quotes or contracts, all you have to do is enter a few keywords to retrieve the document.

Streamlined workflows

DMS software makes complex, multi-step processes easy. For example, someone may need to get an order approved but not know who to send it to. They’ll often pass it on to more senior staff, who then send it to the appropriate manager. After the manager has approved the document, they’ll need to contact inventory management, confirm whether the item is in stock, create the order confirmation, and ship the product.

If done manually, someone will be responsible for moving paper documents from person to person, which costs a lot of time and money. PairSoft’s workflow automation features boost your efficiency. Instead of doing things manually, you can design workflows that route documents to the right person and create reminders for employees to do what they’re supposed to do and when.

You can even create workflows that automate credit checks, discount approvals, and new customer onboarding, freeing up your staff to do higher-value-added activities.

Automated order entry

Traditional order entry is time-consuming and increases the risk of errors and customer complaints. PairSoft helps you avoid all this with automation.

Whenever you receive purchase orders via fax, email, or other online channels, DMS software extracts order information using OCR. From there, the information is stored in your company’s enterprise resource planning (ERP) software.

ERP systems like Intacct can then be programmed to validate transactions and generate sales invoices sent directly to the customer’s preferred channel (e.g., email, SMS, fax), ensuring zero mistakes and faster delivery times.

Order tracking

In addition to workflow automation, PairSoft enables you to track order status in real time. It creates an archive of all important documents, including order acknowledgments, shipment notifications, and delivery receipts, so you can tell how far along an order is to completion.

Such visibility allows client-facing staff to promptly respond to customer queries and make informed decisions regarding a product and order. But more importantly, being able to proactively notify clients regarding the order status gives them peace of mind and increases customer satisfaction.

Business analytics

Because PairSoft enables you to oversee the full sales order cycle, you’ll also be able to identify operational bottlenecks and make some needed improvements.

You may notice that inventory checking is taking longer than it should, in which case you’ll need to create a workflow that instantly accounts for stock levels as you’re processing orders. You may even find problems with shipments causing a delay in service. Whatever the case may be, PairSoft gives you full control and visibility to ensure pending sales activities are handled smoothly.

Having trouble streamlining sales tasks? PairSoft is a state-of-the-art document management solution that speeds up approvals, eliminates time-consuming tasks, improves customer service, and saves your business from paper! Sign up for a free personalized demo today to test our software for yourself.

Jemina Boyd

Jem Boyd has 10+ years of ERP strategic marketing and implementation experience across a variety of platforms. She specializes in developing PairSoft's platform relationships as well as campaigns with Microsoft, NetSuite, Sage, and Blackbaud. She is based in Nashville.

View all posts by Jemina Boyd
How Do You Let Your Clients and Customers Know You
Document Workflow
Blog

How Do You Let Your Clients and Customers Know You’re Going Paperless?

How Workflow Automation Leads to Employee Happiness
Document Workflow
Blog

How Workflow Automation Leads to Employee Happiness

Three Powerful PairSoft features: Automation, OCR Engine, and Smart Forms
Document Workflow
Blog

Three Powerful PairSoft features: Automation, OCR Engine, and Smart Forms

Simple solutions. Powerful results. Seamlessly integrated.

Get a PairSoft Demo