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Docusoft

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So far Docusoft has created 53 blog entries.

How important is Customer Services & Role of Document Management /CRM

Document Management or DM and Customer Relationship Management or CRM doesn’t only involve applying technology, but also offer a strategy for learning more about the behaviors and needs of the customer as a way of strengthening your relationship with them. CRM therefore becomes more of a business philosophy and less a technical solution that [...]

By | June 3rd, 2015|Document Management|0 Comments

Docusoft Product Suite

The Docusoft Product Suite provides a powerful and secure environment to manage and view all documents, wherever they reside, and all contact data, with extended functionality for internal workflows, document handling, document import, document splitting, external document delivery, document security, access controls, and so much more. Document Management System (DMS) The DMS is our [...]

By | April 16th, 2015|CRM|0 Comments

What is CRM? And why should I use one?

What is CRM? And why should I use one? Customer Relationship Management (CRM) refers to practices, strategies and technologies that companies use to manage and analyse customer interactions and data throughout the customer life-cycle. The goal is to enhance business relationships with customers and improve customer retention while driving sales growth. Most CRM solutions are designed [...]

By | April 10th, 2015|CRM|0 Comments

Back Office Filing – Key Role in the Successful Running of an Organisation

Back office filing will play a key role in the ever evolving business landscape. Faced with intense competition, organizations are looking for ways to reinforce their market reach and differentiate and develop systems to effectively cater for their client base. Below is a look at the importance of filing processes that are carried out in [...]

By | April 6th, 2015|Document Management|0 Comments

Document Management & Collaboration

Introduction A Document Management System (DMS) could deliver significant benefits to any law practice looking to manage client correspondence more effectively and enhance internal processes. Most DMS solutions provide easy to use features to file and retrieve any document in any format and may include email management too. In addition DMS solutions will provide [...]

By | September 10th, 2014|Document Management|0 Comments

Docusoft – Client Relationship Management

Docusoft already provide an extremely effective Document Management System (DMS) to manage all client related documents in a single, secure environment.  The Docusoft CRM adds significant value to the DMS by providing a comprehensive and integrated solution to manage client/contact data, tasks, templates, and mail merges. The CRM is a powerful system designed to [...]

By | July 25th, 2014|CRM|0 Comments

Document Management System can benefit your business

Document management has been around for many years even before Facebook and wireless broadband Companies have been trying to take the challenge and ensure they use less paper, but they keep hitting the print button. You want to use less paper but your mail box keeps getting filled with email after email after email. Take a [...]

By | June 16th, 2014|Document Management|0 Comments

Securing Information Against Unauthorised Access

DocuSoft Portal Flyer Another key challenge facing accountants today involves secure document delivery. Securing information against unauthorised access is a critical part of the accounting process and confidential information needs to be delivered to the client securely and be responded to in short timeframes – post and emails have been the traditional delivery methods, but involve [...]

By | June 13th, 2014|Portal|0 Comments

3 reasons Managing Documents electronically helps compliance

There are several reasons why organisations should resort to managing documents electronically. From the business point of view, the main reasons are to achieve savings in terms of costs and time, better productivity and increased efficiency. With more and more laws favoring transparency and better management of information, achieving legal compliance has become a major reason to use electronic document management. In this blog post, we will [...]

By | June 3rd, 2014|Document Management|0 Comments