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Three Reasons To Centralize Document Storage—And How To Do It

Ross Romero

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Three Reasons To Centralize Document Storage—And How To Do It

By Ross Romero

 

Every time a client points out an error in a contract or an estimate, your company loses a little bit of credibility. Enough of these moments add up to distrust which means fewer sales.

You also have to contend with word of mouth about your business, and if enough people have experienced a moment of unprofessionalism, word gets around.

 

This is why centralizing your document storage is so important to the health of your subcontracting company. Centralizing document storage isn't just about the client, it helps you keep your assets safe.

Top 3 Reasons To Organize Your Document Storage

Followup CRM is a customer relationship management system that helps you organize and grow your business. Here are some of the things you'll be able to accomplish with Followup CRM:

 

  1. Create one location to hold all your documents and cut down on mistakes
  2. Keep your finances in order to avoid fraud or embezzlement
  3. Come tax time, easy auditing and integration with Quickbooks

Fewer Errors Mean Happier Customers

Mistakes are inevitable, but learning from them is optional. One of the simplest ways to cut down on easily avoidable mistakes is to create one location, ideally digital, where all your documents are stored. By organizing your documents this way you ensure that:

 

  • Employees who need access to documents have access
  • There is no way to lose a paper document
  • All your documents are up to date and everyone is using the correct version
  • Your clients aren't blindsided by an error listed in project documents
  • You are able to access them at any time in the cloud

 

At Followup CRM, we understand the importance of error-free documents and the efficiency of a centralized document storage system. Our cloud-based software means cutting down on the hassles of multi-system documentation, which means better customer care. Find out more about our features by watching a free video demo.

Safeguard Against Embezzlement

Disorganization makes it easy for things to fall through the cracks—including your profits. When you don't have a centralized document storage system, you leave yourself vulnerable to embezzlement. Safeguard your documents from unwanted tampering by controlling who can access what. Using Followup CRM makes this easy since as an administrator, you can control access and view documents as they move along your pipeline so you won't be caught off guard by any sudden changes.

Make Auditing Easy

Tax time isn't the most fun time of the year, and as a business owner, you have to deal with it several times a year. Streamline the time and work it takes to get things in order for your accountants by centralizing your documents. When employees have to go hunting to find information, miscommunication happens and mistakes are made.

 

"Followup CRM integrates seamlessly with accounting services like Intuit Quickbooks and Sage for even more control over your documents and finances."

 

Followup CRM integrates seamlessly with accounting services like Intuit Quickbooks and Sage for even more control over your documents and finances. We offer support and training to get you started, fast, and on the road to efficiency. 


See Followup CRM Now

Want to learn more? Enter work email to watch the short video demo.

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Oops! Something went wrong while submitting the form.