Gestion de documents commercial

Sales

Enhance the visibility, sharing and management of your sales information !

The dispersal of various customer-related documents (contracts, quotations, purchase orders, invoices, etc.) or sales-related documents (catalogues, price lists, etc.) throughout various departments can lead to a number of inconveniences.

Find out how Open Bee™ solutions can make your sales department more agile !

Centralize all of your sales information at a single point

File all documents exchanged with your customers, whatever their origin (sales management, email, Word, paper, etc.), in an organized tree structure made up of folders and sub-folders.

Set up a document Intranet to distribute all sales and marketing information among your employees.

Protect yourself from obsolescence and the loss of documents !

Increase the agility of your employees

Enhance the mobility of your sales staff by providing rapid access to customer files and sales information, directly on their smartphones and tablets.

Have delivery slips and quotations signed directly on your mobile devices and speed up the management of your orders by removing paper from sales transactions.

Enhance your customer presentations with a modern and intuitive application!

Optimize your customer relationship !

Find all information in a matter of seconds and speed up the order, delivery and dispute management process.

Keep a historical record of document exchanges made with your customers for several years.

Provide your customers with access to all documents concerning them with a secure Extranet.

Benefits

  • Simplified archiving and filing of documents

  • Single point for the sharing of information

  • Increased productivity with fast searches

  • Access to all company information at all times

  • Agility of mobile personnel

  • Optimized processing of customer requests

Related solutions

Open Bee™ Portal

Modern and easy to use, the Open Bee™ Portal Electronic Document Management solution lets you classify, retrieve, track and share all your information.

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Open Bee™ Scan

Working in tandem with your MFP or scanner, the Open Bee™ Scan solution helps you easily classify all paper documents in electronic form.

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Open Bee™ Mobile

Directly integrated into your smartphones and tablets, the Open Bee™ Mobile app enables you to access your documents anywhere, anytime.

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