Why do you urgently need CRM to manage business documents?


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Are you still following the traditional approach of using multiple different systems to store your business documents? Don’t you think that your crucial documents spread all over do not provide you with a single “source of truth”?

Small and big businesses are safely storing and sharing proposals, competitor comparisons and similar documents right within the CRM system. It’s time you do it too.

Ditch that old-school pattern of storing and managing documents and go the CRM way!!! Wonder why? Here are your answers:

Document management

  • Managing documents through the CRM has several advantages. For example, if you’re sales and marketing team carries out a considerable amount of time in file creating and file sharing in context of their everyday business flow, then CRM can be really helpful. They can effectively use the CRM for managing leads and prospects, and store, manage and access relatable documents as part of lead management process.

    And not just sales and marketing but your customer service reps too can manage customer related documents such as customer contracts and other similar documents within the CRM, in tandem with their customer engagement processes.

    Whether, it is sales, marketing or customer service or whether it is you yourself managing certain classified collaterals, the principal benefit is that all of you can access documents “in the flow” of the daily work without having to juggle between ten different applications. Remember chances of data discrepancy can only occur when you have records stored in multiple systems.

    But with one central CRM repository that also functions as your document management software, things are accurate. There’ll be no trade-off in using this approach as you will have documents stored in one repository functioning as the single “source of truth”.

  • The second key advantage is that when you use one centralized CRM platform, you do not pay additional licensing costs. Plus, you get saved from making expenses on integration with external document management software. Cost-Saving isn’t it?
  • And that’s not it, if you go by the modern cloud CRM applications in the market, majority of them provide collaboration features too. Use the role based permissions to set rules as how you’d like the receiver to handle the document. Whether he can only see the document or edit and delete – the power lies in your hands.
  • Not to forget that you can send documents from your CRM too. Easily email proposals to your prospects by attaching documents from the CRM library or from your local computer.

So what you’re waiting for? Store and share business information easily with instant access to files spreadsheets, presentations, and documents.

Choose any of the renowned Cloud CRM platforms and start using it as your document management software. Store, Manage and Share your business collaterals (with internal/external business associates and partners) through the cloud CRM itself.

Manash Chaudhuri
Manash Chaudhuri is a co-founder of ConvergeHub, headquartered in Silicon Valley, California. Holding more than 19 years of experience in Operations, Sales and Project Management, his company's CRM product has been positioned as the #1 Easiest Converged CRM for SMB and has been successively nominated twice in CRM Idol competition.


  1. Excellent post. But I miss some open source document management also benefit the library sector in terms of efficiency and agility documentary. For instance, we could talk about managers as OpenKM that by its multiple functions such as task management between users, scanning or OCR, file management easier so you save time and cost.

    You can access here for more information: http://www.openkm.com


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