How Electronic Document Management System helps in Customer Relationship Management (CRM)?

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Document Management System helps in Customer Relationship Management (CRM)

The Hidden cost

“ 7 cents per a document to be looked for! 21.3% of business productivity lost! $120 Billion lost per year due to inefficient document management, for spending time searching or sending a wrong proposal to a prospective client that led to eventual loss of the prospect altogether!!”

Too much loss! One reason… Document Mismanagement!!!

Doccept has been abetting various companies and brands across 12 different industries globally in preventing these losses and converting them into profits by being a prominent Document Management System (DMS) that can be hosted at office, as well as on “Cloud”.

Customer Service (and other Top-Tier Support Departments) could be easily integrated with Doccept for enhancing the throughput. On a practical level, often companies aren’t able to comprehend, or even begin to gauge, how much they might be losing on Customer Service as a whole, just by not taking it into account.

How DMS powers CRM to its BEST?

Why you need a CRM?

Gone are the days when businesses used to be only limited to transaction of goods for some bucks and that was the end of the story. With the increase in the Customer Awareness, Market Competitiveness and number of options available for the customers, businesses have to come up with unique value proposition to Delight as well as Retain their customers through Customer Service.

That being said, when customer service is given the credence it deserves, only then companies get to see what “word of mouth” is all about.

To achieve this, you need a Strategy to learn more about customers’ needs and behaviors in order to develop stronger relationships with them. This can be done, by recording all the customers details, as well as their individual preferences, so in future, their experience could be enhanced by ‘Surprisingly’ customizing the promotions based on individual taste.

This requires maintaining database, which only grows bigger with the increase in the number of customers. And this ultimately needed an approach we today recognize as Customer Relationship Management (CRM) which relies on the use of technology.

How DMS helps in CRM?

As the documentation goes up the ladder, especially when the company is dealing with B2B clients, managing this ever-growing abundance of documents requires a system to ensure that information is filed, found and retrieved quickly and efficiently.

The DMS can be very useful to C-suite and people at Management Level to keep a track on all the data and analyzed reports they get to overview in order to extract information required to formulate newer business strategies and plan for something even bigger to cater to their customers. Such a data is generally fed from CRM systems. And when not managed appropriately, information overload and eventual loss of efficiency are bound to happen.

The Much-Needed Transition

To centrally store the information better, collaborate the information in an improved way, access the information easily, without causing unnecessary delays or mistakes, and thus facilitate better customer interaction & service, the answer is Electronic Document Management System.

Electronic Document Management System

Doccept helps its customers with the following:

  • High Volume Batch Scanning
  • Data Culling & Recording
  • Secure Storage & Archiving of the Data over Cloud
  • Document Management Knowledge Capturing & Sharing
  • Document Retention and Destruction
  • Bulk E-sign of the Documents
  • Optical Character Recognition for printed material

Moreover, it addresses all the major problems that a business faces when it comes to documentation, like:

  • Catering to different Geographical Locations
  • Storing Confidential Data of Customers
  • Securely Accessing & Sharing of Data
  • Facilitates immediate attention to Client Requirements
  • Project and Strategic Level Reporting is made more readily available
  • Workflow Management Expedites Work Completion
  • Efficiency gains result in much more Timely Service

The list could go long, depending upon the business or customer needs.


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