End the sales document “treasure hunts”, use SharePoint and CRM together
One of the many challenges sales people have managing sales cycles with their prospective customers is the seemingly never ending parade of documents to close a deal.
Quotes, specifications, purchase orders, RFPs, RFQs, NDAs, SOWs, and many others that can become overwhelming to manage, let alone collaborate with anyone else. Most of us have probably seen cobbled together solutions like network share drives, public email folders, or out of sheer desperation, personal folders on computers that are shared with absolutely no one. These solutions become dumping grounds for documents, and users typically abandon these tools out of frustration due to the lack of organization and poor search capability.