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Should You Use CRM Platforms to Manage Documents?

June 10, 2014

In a webinar last week on options for enabling salespeople to access documents, one alternative I discussed was to use your incumbent salesforce automation / customer relationship management (SFA/CRM) platform for document management. Many CRM platforms now provide interesting capabilities like basic document lifecycle management and file sharing as part of their core services.
This opt…

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Post abstract cross-posted from Real Story Group.

One Comment leave one →
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