When working with customers and documents, most small and even large sales and marketing teams do it woefully inefficiently. Employees store documents on hard drives and exchange them via email. If they\u2019re lucky, they have access to tools like Dropbox or Google drive to centralize documents internally – but this still leaves much to be desired when it comes to working with customers. For example, sharing documents with customers means downloading docs and uploading them to email. Collaborating with customers on those documents is done through email chains that are painfully long. Identifying how much of a document a customer has actually read to ascertain what to say in a follow-up conversation is impossible. And collaborating internally on documents to improve use, or the documents themselves, is too friction-filled a process to actually happen. These are just some of the challenges that businesses with a growth mindset are faced with – but are often left with no elegant solutions in sight.<\/p>\n
When we set out to rethink how businesses should use documents, these among many others were the challenges that we took aim at addressing. That was a few months ago. Today we\u2019re pleased to take the wraps off and announce the future of sales and marketing document management in Vtiger with the document management solution.<\/p>\n
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