The DMS software for your sales team
Store and manage all your Sales team’s content
How to find and share the content with a Sales DMS software
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.
Enhance the visibility, sharing and management of your sales information with Open Bee™ DMS software.
To eliminate paper bottlenecks, promote collaboration and sharing, expedite the document approval process, and enjoy outstanding security, you need an end-to-end document management platform.
Choosing Between On-Premise and Cloud for Your Sales Team
Benefit from the flexibility of a platform that adapts to the needs of your sales team. Whether you opt for an On-Premise infrastructure for complete control or a Cloud solution for enhanced flexibility and remote access, DMS Open Bee™ provides both options to securely manage your sales documents.
Effortless Integration with Your Sales Tools
Maximize the efficiency of your sales document management with seamless integration into your existing tools. DMS Open Bee™ is fully interoperable with various software systems, allowing for optimal data synchronization and centralized access to your sales documents, ensuring quick and simplified processes.
Simplified Management for Multi-Sales Entities
Easily handle document workflows across multiple sales entities within a single platform. DMS Open Bee™ enables structured organization for each entity, ensuring centralized and efficient management of all your sales activities.
Centralize Your Sales Documents with a Comprehensive DMS Solution
With a Sales DMS software, find 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!
Boost Employee Agility with Mobile Access to Sales Documents
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 Relationships with Efficient Document Management
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.
Key Features of DMS for sales teams
Our DMS software for sales department
Find out how Open Bee™ DMS can make your sales department more agile!
Documentation
- Catalogue: Make document management a breeze
With a proven expertise in paperless and workflows operations, we will help you digitizing your document related business processes to gain agility, visibility, scalability and profitability
- Datasheet: Streamline your accounts payable processes
Open Bee’s Accounts Payable solution automates every phase of supplier invoices processing, from the approval of the document to the creation of an accounting book entry in the ERP/business
- Garnier-Thiebaut simplified invoice approval
IndustryA company specialised in the weaving, creation and commercialisation of household linen, products are marketed in over 80 countries.
The company employs 170 people, and our turnover is approximately 20 million euros a year.
FAQ software for sales teams
What types of documents can be managed by a DMS in the sales function?
A DMS (Document Management System) can effectively manage a variety of documents in the sales function, including:
- Sales proposals and quotes
- Contracts and agreements
- Customer correspondence (emails, letters, etc.)
- Order forms and delivery slips
- Sales reports and performance analytics
How can a DMS improve sales team collaboration?
A DMS enhances collaboration among sales team members by providing a centralized platform for document sharing and communication. Team members can access, edit, and comment on documents in real time, ensuring everyone is on the same page. It also allows for secure sharing of sensitive information with both internal teams and clients.
What are the key features of a DMS that benefit sales teams?
The following features of a DMS are particularly beneficial for sales teams:
- Document digitization and storage for easy access
- Advanced search capabilities to quickly locate documents
- Automated workflows for document approval and tracking
- Secure access controls to protect sensitive information
- Integration with CRM systems for seamless data sharing
How does a DMS enhance customer service in sales?
A DMS enhances customer service by enabling quick access to all relevant customer information, which allows sales representatives to respond promptly to inquiries and resolve issues efficiently. It also maintains a comprehensive history of customer interactions, helping sales teams understand customer needs and preferences better, ultimately leading to improved satisfaction and loyalty.
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