Manage Documents - Sales and Marketing Documents
Document Management for Sales and Marketing
Your team creates great sales and marketing material that can help your bottom-line. But you need to manage document approvals to make sure the right content is created. And you need to make sure that it is in the hands of your customer-facing sales, services, and marketing teams.
KnowledgeTree offers smart, business-class tools to help you control business processes for your sales and marketing documents.
Smart Resources
Analytics Drive Business Efficiency
How analytics help document management and process efficiency.
Get Started! 8 Best Practices
The 8 steps you should take to start managing documents.
KnowledgeTree increases efficiency across sales and marketing:
Smart Tools
Organize collateral and other materials based on concepts that are meaningful to your team. Use Smart Tags to organize content by product type, language, geography, or other segment. And manage review chains with customizable Smart Processes that control reviews and approvals.
Smart Insights
Locate sales and marketing documents that can help you and your team. Is there a new marketing sheet? Which sales proposal template works best? Social tools help you spot useful documents that can help your sales and marketing team be more productive.
Smart Teams
Manage sales and marketing documents that change often. As new collateral is created, or sales proposals recommended, or an SOW template authorized, you see that update in KnowledgeTree’s Smart Feeds.
Smart Extensions
Create, edit, and share documents directly in the Microsoft Office tools you use every day.
You can even share documents efficiently through CRM technologies that matter to your organization, like SugarCRM.
Document Management as a Solution
The major pain that sales and marketing teams have is the inability to control and manage important documents like proposals, contracts and presentations. The result are inefficiency problems and deals that are stalled because documents aren’t managed or approved.
Step 1: It’s 8am and a critical proposal has just been accepted by a sales and marketing firm. It’s a cutting edge deal utilizing mobile and social media tools to promote its brand. The deadline to get the project up and running is the end of the week.
Various departments will have to create, manage and update documents to get the deal off the ground. How can such complex processes be simplified so that this crucial deal is formalized on time?
Well, one way is through the simple and efficient document management tools provided by KnowledgeTree.
Using Smart Tools, teams can create work flows so that every department that needs to see the proposal has easy access to it. For example, the legal department may need to change a clause in a contract, the finance department may need to adjust the budget, and the HR department may need to update invoices.
Document Management Review Process for Sales and Marketing
Step 2: The sales team drafts a preliminary proposal for review.
Easily locate the proposal using Smart Tags. Teams can easily manage documents online within the cloud by creating search terms unique to the company.
Legal Reviews the Document Online
Step 3: The draft is quickly found by the legal department but needs to be modified before it can move on to the next step.
Smart Alerts tell teams immediately when documents have been modified and tracks changes so teams stay up-to-date and documents remain current. No more duplicate drafts to sort through.
You can even share documents through CRM tools you use everyday like SugarCRM.
Want a little feedback before you change important material in the document? Smart Feeds allow teams to communicate in real time without the need to send out email after email.
Document Management's Final Steps
Step 4: The proposal is in the final stages. The legal department has added and shared the contract. The finance team has finalized the budget and the HR department has included invoices.
Smart Processes makes this a snap by allowing teams to add carefully managed folders to the work flow. This eliminates the need to send tons of emails with attachments so that teams can access documents that matter from anywhere.
Worst case scenario: one of your teams is at the airport with a weak Internet connection. There is no way to download an attachment. So the deal is delayed. Avoid this pain by creating easily managed documents that are immediately available with Smart Processes.
Sales and Marketing Have Finalized the Document
Step 5: The completed proposal has been sent to the CEO for approval and the deal is set to launch next week.
Documents are protected and easily accessible for future use. Tools like these permit sales and marketing to close deals in less time. Simply because documents that matter like proposals, presentations, and contracts are secure, easy to access, and easy to share across teams. KnowledgeTree makes document management simple.