Retail
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?
Arrange a demonstration to see how it works
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
Security
All documents are in one location
Backup and recovery is built-in
User activity is audited
Regulatory compliance is enhanced
Protect fees with a full audit trail
Storage
Reduce storage
Reduce costs
Release office space
Available 24/7
Email archive
Increase productivity and services
Enhances Business Processes
Release expensive Office space
Accessibility
Access case files whenever and wherever you need
web browser interface,
desktop
mobile apps.
Work remotely as needed
Access filed correspondence and reply/forward from anywhere.
Filter search results using indexing fields
Secure, shared access to every document
Share securely with external users
Search by content using OCR
Efficiency
Easily file documents
Built-in Email management
Eliminate lost time manually searching for files
Increase response time to case requests
Increase response time to case and client approvals
Manage and enhance business processes
Increase productivity
Implement effective workflows
Security
All documents are in one location
Backup and recovery is built-in
User activity is audited
Regulatory compliance is enhanced
Protect fees with a full audit trail
Storage
Reduce storage
Reduce costs
Release office space
Available 24/7
Email archive
Increase productivity and services
Enhances Business Processes
Release expensive Office space
Accessibility
Access case files whenever and wherever you need
web browser interface,
desktop
mobile apps.
Work remotely as needed
Access filed correspondence and reply/forward from anywhere.
Filter search results using indexing fields
Secure, shared access to every document
Share securely with external users
Search by content using OCR
Efficiency
Easily file documents
Built-in Email management
Eliminate lost time manually searching for files
Increase response time to case requests
Increase response time to case and client approvals
Manage and enhance business processes
Increase productivity
Implement effective workflows
Docusoft CloudFiler
Storing all your documents in one place, easy to find, easy to manage, shared easily and securely.
Any Time, Any Place, Any Device