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Roles & Industries

Boosting Sales and Improving Collaboration

March 29, 2023

Image of Enadoc for Sales

Selling continues to evolve, and the role continues to expand. The sales team’s primary goal is to bring order to a complex sales environment. But sales teams face significant trials as they strive to transform the sales organizations.

 

Here are five challenges that sales operations teams must address to transform successfully.

 

Increasing selling time

Sellers need to spend more time selling. Sales spent most of the time on various preparatory and administrative activities. 

 

         How to increase selling time? 

       One way to give sellers time back is to implement automation to streamline their work. Automate repetitive tasks by using automation           tools like Flowdoh. Focus on the most critical selling activities, such as reaching out to new prospects and closing deals, and minimize             time spent on low-value activities, such as administrative tasks.

 

Documentation

Sales teams may use different forms, templates, and processes for documenting sales information, leading to clarity and efficiency. However, often under time pressure to close deals, it can make it difficult for them to take the time to document the sale properly. In addition, salespeople may fail to remember important details, such as signatories, leading to incorrect or incomplete documentation.

 

        How to manage documentation?

      Streamline the documentation process, reduce the risk of errors, and improve access to critical information with document                                management systems like Enadoc. By automating document-related tasks, a DMS can increase the efficiency of the sales                                  documentation process and reduce the time and effort required to create and manage documents.

      With E-signature like Enadoc Evia Sign, sales can seal the deal faster. E-signatures allow sales teams to sign and send documents                    electronically, reducing the time and effort required to obtain signatures and close contracts. Increases flexibility and improves the 

      speed of the sales process by enabling the sales teams to sign and send documents from anywhere, at any time, using a smartphone,          tablet, or laptop. 

 

Collaboration

Sales teams may work in silos and have limited communication with other departments, leading to a lack of coordination and collaboration. Sales may need access to the technology they need to collaborate effectively.  

 

        How to improve collaboration?

        Enadoc Evia Archive allows sales teams to share information and collaborate on sales documentation, improving accuracy and                      reducing the risk of mistakes. In addition, a DMS can help to organize sales documentation in a centralized and easily accessible                      manner, making it easier to find and use the information when needed. 

      By improving communication, streamlining processes, automating a task, and sharing knowledge, a business automation tool                          like Enadoc Evia Automate can help sales teams to collaborate more effectively, improve the speed and accuracy of their sales                        processes, and achieve better results.

 

Secure and legal documentation

Ensuring that sales documents are secure and confidential pose several challenges. Making sure that sales documents are accessible to those who need them while keeping them safe can be difficult. Protecting sensitive information, such as personal or confidential business information, can be a problem, especially on paper files. Also, ensuring that sales documents are backed up regularly and recovered in case of a disaster is often disregarded.

 

        How to secure sales documents?   

      Store sales documents in secure, encrypted systems only accessible by authorized personnel like Enadoc Evia Archive. Implement                  digital signatures to legally bind electronic sales documents and reduce the risk of fraud or tampering, like Enadoc Evia Sign. Conduct            and automate regular audits of your sales document processes with Enadoc Evia Automate to ensure that they are correct and that              any non-compliance issues are addressed.

 

Fast response to document changes

If sales do not respond quickly to document updates, it can lead to several negative consequences:

  • Outdated information and missed deadlines can lead to miscommunication between sales and their clients, confusing and potentially damaging relationships.
  • Delay response to document updates can result in missed opportunities to close deals or follow up on leads.
  • Sales not using the most up-to-date document version may have to spend time searching for the correct information, reducing their overall efficiency and productivity.

       How can sales respond quickly?

      Using automated workflows like Enadoc Evia Automate can help to ensure that all members of a sales team are using the most up-to-          date version of a document. Also, storing documents in the cloud, like Enadoc Evia Archive, can make it easy for sales reps to access              and update the latest version of a document from anywhere. In addition, giving sales reps access to records on their mobile devices can        help them respond quickly to changes, even when they are away from their desk.

 

Overall, sales play a vital role in the success of a business by generating revenue, engaging customers, providing valuable insights, and promoting the brand. But if not supported properly, it can lead to critical business issues.

Enadoc aims to enable sales teams to be as productive and effective as possible by providing them with the right tools, processes, and information to close deals and achieve their sales goals.

 

Let’s discuss about boosting sales and improving collaboration with Enadoc Solutions. Talk to us for more details. 

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