Document Automation

Regardless of your industry, you’ll need to communicate with customers. You’ll be sending emails, letters or both. Most small businesses don’t have dedicated administrative or clerical help so, reducing the time required to create common communications to send to customers is an investment in maximizing return on your key team members’ time. Your chosen crm software for small business solution should make creating a proposal, follow up letter or simple email invitation fast and easy.

In addition, a centralized repository of all these customer communications is essential. Rather than spend valuable time printing, filing, copying and Fedexing key proposals, contracts, etc., be sure you can attach these documents to your customer’s record so that the members of your team can access, edit and send these documents quickly and easily from your web based crm for small business.

Next – Process Automation