Document Management

The Document Management in EFFICIENCY allows the most effective way of providing documents, manuals, brochures, contracts, and promotional material, in short, any item without any commercial value to your customers, clients and prospects.

Any data for each document item in any format, including static, transactional, audio, video and graphics can be stored, executed and analysed in real time so that a very comprehensive current and historical information are available for all the departments in the enterprise

A comprehensive recording of the document distribution to your customers and prospects enables a better customer service and increased marketing and sales opportunities.

A complete and seamless integration of the Document Management to the other modules of EFFICIENCY will provide the following benefits to your enterprise:

Maintain the records of any type of documents and promotional materials that are used in your organisation;

Attach unlimited data to each document record in the form of static, transactional, audio, video and graphics.

Maintain the supplier, cost and stock availability information for each document, promotional materials, and literature;

Create Kits (Bill of documents) by using the individual document records;

Store documents as physical materials, as well as in electronic format residing on the computers hard disk as images such as binary or graphics files;

Record the dispatch of each item to your prospects or clients as a call transaction record during a Call entry or printing any letters or quotations;

Create Product Catalogues and Price Lists;

Use product catalogues for catalogue selling in conjunction with the order entry module.


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Related Modules:
Campaign Management
Mail Marketing


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