Document Management in Sales Departments

Document Management in Sales Departments

In the Comcast Spotlight Sales Department, DynaFile™ assisted with managing documentation for national, regional and local accounts. DynaFile™ provided the Sales department with a solution to save new orders and revisions received from NCC, Novar and Strata into one location while categorizing each order’s status in the sales funnel. Sales executives could filter through any order by status, account number or description type and retrieve the information within a matter of seconds. DynaFile™ saved countless hours of work that is typically spent organizing and filing away paperwork. 

Testimonial

The National Sales department typically receives around 50 new orders, revisions, and correspondence messages on a daily basis.  DynaFile™ has allowed a more organized way to process information that is permanent for our business.  Utilizing DynaFile is an excellent, efficient - as well as “Green” - method for filing. The amount of paper that was used for the national sales department is now easily cut in half.