Draycir Blog

Knowledge is power! How to keep information flowing in your business

Knowledge is power! How to keep information flowing in your business

Sales people are the heart of your business - they bring in the sales and keep your customers happy. To do their job well they have to understand the needs of their customers and be kept informed about any changes. They need to know what’s happening. They need to know why and what they need to do in order to act fast. However, they rely on their colleagues in other departments to provide up-to-date and timely business knowledge to keep them informed about their customers.

So, how can their colleagues help them?

In an ideal world, Janet in Accounts would love to pick up the phone to tell John the Sales Manager that one of his most profitable customers hasn’t paid their bill on time. But she’s busy dealing with something else and isn’t able to make that call straight away. Like John, she has her own priorities and is working hard to get her job done. It would help Janet to know that she’s keeping John informed so it's not on her mind to remember to tell him about it. If only she could ensure that every time a customer communication is sent out, the sales managers are instantly informed about it. This is where automated document processes can really help...

Here’s how it could work for your business:

1) A statement is sent via email to the customer.
2) A copy of the statement is automatically centrally archived.
3) A separate email is automatically generated and sent to the sales manager - either with a link to archived document or as an attachment.
4) The sales managers sees the copy of the statement and sees there is an overdue payment – this gives an opportunity to liaise with the customer to resolve any potential issues (faulty goods, delivery issues, pricing query etc.) that may have delayed payment.
5) The issues are quickly resolved – the customer is happy and the overdue payment is made

If you are a Spindle Professional user, did you know you can set it up to benefit your internal communications at the same time as handling your outgoing document management. To find out more about Spindle Professional, please visit www.draycir.com/spindleprofessional or speak to your accredited Draycir partner.

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