Sales and Marketing

How does it work in real life?

OrganizedDocs enhances and streamlines your sales and marketing activities by directly enabling you to increase speed of your sales and their corresponding responsiveness with customers.

When you upload your sales and marketing materials to OrganizedDocs, you can:

• Protect your brand and message by limiting who can edit the files

• Seamlessly install the integration between your CRM and the OrganizedDocs system

• Use your CRM to email your latest company collateral stored in OrganizedDocs

• Use OrganizedDocs to store all customer history documents

• Associate your CRM customer records with the transactional documents in OrganizedDocs

OrganizedDocs enables you to create folders and subfolders for sales tools and marketing collateral, then upload all your data sheets, brochures, pricing tables, case studies and sales tools. You now have every relevant piece of sales and marketing information per project in one place.

By storing all your documents in a folder for each of your customers within OrganizedDocs, you can then associate these documents with the various contact, opportunity and account records. This enables you to see a complete picture of outgoing and incoming documents, such as agreementrs, RFPs and purchase orders – all stored in OrganizedDocs.