Document Management Within Your CRM Solution
Document Management Within Your CRM Solution
In this article I aim to outline some of the advantages in holding your data online within your CRM (Customer Relationship Management) solution. This refers to cloud-based CRM as opposed to an on-premise model.
Document management is undergoing a systematic overhaul. Traditionally documents have been stored in folders, drawers, filing cabinets, libraries right up to huge warehouses. These volumes of paper look and feel great and let’s face it, no James Bond or Indiana Jones film would look complete without at least one scene in such a setting.
But these files take up room …