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Retail

Document Management System for Retail

Retail industries face challenges managing stocks, invoices, POS reports and various other documents. Let our Document management system handle your papers so you can spend more time handling customers.

We have all experienced waiting in queue to checkout the products we spent time gathering across the store shelve and spending more time just to make payments doesn’t encourage frequent visits. You spent so much time and effort setting up your store, handpicking brands to showcase and setting up the perfect ambiance to increase sales and provide best customer experience, but then there are things that if left to chance may ultimately leave a poor image and missed opportunities.
Document Management System for Retail

Few such areas of opportunity are expediting the customer engagement process times such as duration required to fetch customer records, being able to recommend products, retain customer preferences so they don’t have to remind you and helping sales representatives quickly access inventory list or the features list for the product being discussed.

Also, there are administrative challenges such as pooling reports from various software being used in each department and amalgamating these details to produce meaningful reports, insights for management and customer related records and survey or sample reports, etc. Making all of these documents available at a centralised location can make life so much easier for the administration and management teams. Time thus saved can be funnelled into more productive process and activities and optimising resources.

What makes Docusoft an effective document management software for the retail industry?
Docusoft offers a wide option of tools and features to help you effectively manage a retail outlet or a chai of such outlets located across a city, nation or globally. There are several built in automation functionalities that will not only expedite your operation processes but at the same time promote a standard and uniform set of data that can easily be converted into meaningful report and valuable insight for further planning and control so your efforts are aligned to your goals at every stage.Representatives interacting with customers can more effectively engage customers using our DMS to locate and open product feature list as the customer is browsing through various models without having to wait for the representative to go fetch the brochure every few minutes and ask the supervisor whether we have a certain colour or design available for the product being discussed. Most inquired products can also be added to favourite list so they can be fetched quickly from our dedicated favourite list panel in the search application.
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Furthermore, they can review the client’s past purchases or any special instructions left by previous representatives using our CRM. Clients of a certain type or preference can be grouped together so when the stores are running some specials these groups can help target customers who are much more likely to show interest. Customer’s interest can be logged and if they said they were planning to make the purchase during a certain period your representatives can shortlist prospective customers when they are extracting a list of phone numbers to dial to make the sale or get an update on their interest.

Pair these tools along with our secure portal service and you can send invoices and even deliver gift card codes securely to customers. If a certain document such as warranty card or repair voucher requires their signature, this again can be done digitally and without the hassle of visiting the store to do any of these activities. Moreover, simply providing an account where customers can access their past sales invoices, warranty cards and other sales related documents is likely to make them feel valued and improve customer loyalty and brand image.

The benefits of Docusoft for Retail firms

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Storing all your documents in one place, easy to find, easy to manage, shared easily and securely.
Any Time, Any Place, Any Device