What is DMS?
Document Management Software is a tool designed to let you electronically manage all files and data that you handle on behalf of your clients. With this software, you can not only store documents safely and securely, but you can share them with others, automate workflows, connect relevant documents to client accounts, and more. It keeps all of your documents in a secure electronic format and stores them safely in the cloud or on a local server, so you can access your files whenever they’re needed.
Why Do You Need DMS?
There are a number of reasons why your business should be using DMS in conjunction with your Salesforce account:
The Power of Combining DMS and Salesforce
You already manage your customers electronically through Salesforce. Shouldn’t you be able to manage their documents electronically too? When you use DMS like eFileCabinet, which offers complete, seamless Salesforce integration, then your customers and their documents can easily be managed in one place. You can access relevant documents from within a customer’s Salesforce profile, allowing you to work more quickly and find answers to customer questions in a matter of seconds. You’ll get more done, and your customers will be happier than ever before.
Are You Ready To Be More?
Contact us to learn more about Document Management Software is and how eFileCabinet can upgrade Salesforce into the super-powered tool you’ve always wanted it to be.