Document Management In Sales With POOL4TOOL

With the POOL4TOOL team room you have an easy-to-administrate document management system (DMS) to share data during the entire collaborative sales process. POOL4TOOL's DMS offers a common document directory to facilitate standardized and effective communication.

Benefits:

• One place for all current documents and tools
• Documents are available always and everywhere
• All employees have access to latest versions of documents
• Every delivery of a document is recorded in the document and in the receiver's account
• Updates are stored with a complete audit trail

Highlights:

Centralized Database

Provide users with access to a document database that's available at any time and place, and that always stays up-to-date. Your sales force can quickly react to requests for information, regardless if they are in the office, traveling, or at an airport kiosk.

Keyword Search Function For Documents

Provide your sales material to the sales staff and others so that they can easily access and use the documents. Users can easily view a document or directly send it as an attachment from the search results page.

Folder  And Access Rights

Organize your relevant documents in user-definable folders and set up security rules for accessing them. Presentations, photos, marketing materials and other documents are stored in different categories, for example business unit, work field, type, etc.

Publishing Documents

Just click the "publish" button and automatically present documents on your web page. POOL4TOOL provides you with a special plugin for your content management system (CMS).