Need to find that lost Document?


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We have all been through it many many times… You know you kept that Agreement right there on the credenza in your office… among the other piles and piles of paper (conservatively estimated to be equivalent to 10 trees! So much for saving the world.)

The funny thing is that, as messy as everything looks to the untrained naked eye, you typically know exactly where every single document is kept… the only problem is that you and only you know how to find the documents. I guess the other way of looking at it is job security!

But in this one particular case, you are not able to located the Agreement. The net result of not finding it in the next one minute would be devastating. But not to worry…. there is hope. Your assistant has rightly attached the document to your contact record in your CRM Software. So, all you do is bring up the contact, and click on the attachment folder and magically, it is right there. What could have potentially caused you your job…. or at minimum cost the company hours of wasted time and that promotion you were looking for turned around from a bad situation to a good one.

Everyone is happy! The reality is that on average a professional worker spends between 1 to 2 hours a day just dealing with paperwork. So, imagine the amount of time savings if all documents were well organized and easily accessible. Well, lets just say that your organization would save approximately $10,000 to $20,000 per year per employee!

So, what if:

– We cut back on trees
– Increase Productivity
– Reduce Costs
– Reduce Clutter
– Find the top of the Credenza again so that a nice flower pot that grandma gave you can be prominently displayed
– Absolute improve your mental health as well as the financial health of your organization

…. all of the above just by implementing a CRM software that allows for document management.

Now… go take on your next challenge!


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