Sales files

Digitizing and automating sales files with DocBase is the solution!

In today’s automotive retail environment, the number of non-productive hours is staggeringly high. Sales reps and office teams spend a lot of time collecting, processing, and re-entering documents. This leads to inefficiencies, delays, and unnecessary costs.

The core of the problem?

• Sales documents are distributed across multiple systems and applications.
• Manual processing causes errors, double entry and loss of time.
• Instead of working digitally, documents are first printed, manually completed and then scanned again.

Step 1: Digitize sales files

Before automation is possible, sales files must be managed uniformly digitally. DocBase centralizes all documents in one complete digital file, making information immediately available to the entire team. This means:

• No more loose papers or double entry.
• All sales documents directly in the right place.
• Always insight into missing documents.

Step 2: Automate processes

With all documents in one place, DocBase uses smart business rules and automatic notifications to streamline processes:

• Stakeholders are proactively informed about missing documents.
• No more wasting time searching and entering manually.
• Instant security for sales and management.

The benefits of DocBase Sales Files

The sales process is transformed from manual and time-consuming to streamlined and automated.

• Wasting less time to search and manual input.
• Work more efficiently with automatic notifications and smart workflows
• Lower costs by minimizing non-productive hours.
• Better customer experience because sales processes run smoother and faster.
• More focus on sales, less on administration.

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