Regardless of size, function, or industry, every business uses documentation of some sort during their business processes. Large companies that serve a high volume of clients might send hundreds of documents to clients every day using customer relationship management (CRM) software. CRM software automates client interactions and tracks the movement of files between business and client.
During a single business deal, your company creates and sends dozens of documents to clients. Sometimes clients sign off on documents right away, or they return them with revisions. If you don’t record every tiny detail in the process, you can lose track of changes and throw your timeline off track. Document automation software logs every step of a document’s progress, allowing you to reference specific changes and dates during a deal. As a result, your employees can save time and improve their client service.
In addition to saving your employees time, document automation software can keep confidential information secure. Americom understands how complex it can be to maintain compliance with government and internal cybersecurity standards, so we offer trusted software solutions that meet these standards. Square9 virtual files are backed up and only accessible to qualified employees.