Written by Ana Canteli on 8 April 2022
Document management in an organization is essential, but it offers a critical character that is difficult to overcome if we talk about customer information. After all, any company worth its salt cannot afford to survive without consumers of its products or services. Hence, maintaining and even improving customer document management is essential at an operational and strategic level. The old school might consider that the job was done once a potential customer became real. However, nothing is further from reality; when a natural or legal person chooses us, they begin the relationship as a customer. And it is our responsibility that said relationship be as positive, productive, and satisfying as possible.
Using the right management platform for our business is vital to ensure the best customer relationship. Given the amount and variety of information that can be handled in the commercial, sales, and post-sales process, it is highly recommended to have document management software that helps maximize the usefulness of the information we hold. With this, we will also be able to benefit from the following advantages:
A document management software offers all the necessary functionalities to guarantee the management of the company's information and documentation throughout the entity. CRM, or customer relationship management, is a software solution perfectly adapted to the business relationship that occurs with the latter. Although a document manager can be adapted to meet all the requirements of the commercial process, it is always interesting to evaluate the benefits of this type of program. Thanks to them, we can apply the following recommendations:
We have already seen that document management systems have a transversal scope throughout the organization, which provides multiple advantages. Benefiting from the scope of document management and the relevance of CRMs makes integrating both solutions a natural and important step in the digital transformation of any business.
For all these reasons, OpenKM and FHS, a software development company and partner of Odoo - a CRM provider - are working on creating a connector between both platforms to benefit all users.
FHS offers computer and software solutions for companies, making us the ideal developer of this connector with the collaboration of OpenKM.
If you want more information, do not hesitate to contact us.
Open Document Management System S.L.
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