The Attivo Blog
Eliminate Paper Processes and Manage Documents with Synergy CRM
Paper is cumbersome, costly, inefficient, and rife with opportunities for human
error. Any CRM system worth investing in must have some sort of document
management. The document management system in Synergy CRM is an extremely
powerful tool that can help manage both internal and external documents. There
are a number of different processes that can be automated using the document
management tool. This video will show you how to:
- Automate Invoicing – All
customer specific documents can be managed within Synergy. Invoices and
purchase orders can be linked to a specific account, keeping all documents
centralized. Furthermore, invoices can be automatically emailed from within
Synergy, which will help facilitate collections and improve cash flow.
- Manage Internal Documents – Documents can originate outside your CRM, such
as emails or attachments, or be created and shared within Synergy CRM. They can
be tagged to specific accounts, opportunities or projects within and
account. Documents are therefore
available to everyone in your company, rather than stored in email somewhere.
- Set Permissions – There are certain documents that you might want to restrict access to. HR documents
and customer contracts are just two types of documents that might need to be
restricted to management eyes only. This is easily accomplished within Synergy
CRM to make sure that privacy is maintained, revision control enforced, etc.
Document management is just one of the many powerful tools that can be found in Synergy
CRM. Be sure to watch this video and all of the other videos in this series to unlock the true power of Synergy.