Sales documentation and resources

Access to sales documentation and resources

Key to the success of any client relationship – and the successful management of any opportunity – is the accurate creation, storage and maintenance of relevant documents. For this reason, the Claromentis Sales Manager application is completely integrated with the Claromentis Document Manager application.

Document Repository

sales documentation and resources is fully integrated with the Claromentis Document Manager application.

Automated resource creation

This means that version-controlled sales documentation can be made available to the relevant teams for review. In addition, document resources – such as folders, sub-folders, templates and documents – can be created automatically at key stages of the sales cycle. For example, when a sale is made, the appropriate structures can be automatically created to manage contracts, support agreements and relevant data.

Opportunity Document Creation

Example of Opportunity Documents creation

Integration

Integration with other applications within the Claromentis Framework also ensures that all documents created in Claromentis Sales Manager are accessible to all authorized users, using the search functionality within the Claromentis Portal environment.

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