As a sales manager, you want to do everything to help your team succeed. While it’s easy to focus on the big targets and KPIs, the little day-to-day details are often what bog your team down and prevent them from performing their best.
Issues with version control, tracking down the latest price sheets, and poor communication between team members can be solved by creating one simple, cohesive file system. Here’s how Dropbox features and tools can help your team save and share documents and stay in sync.
Make customer documents easy to find
Are your reps always searching through email for updated spec sheets? Simplify the process by setting up a folder for each customer with documents relevant to that relationship, including spec sheets, proposals, or contracts. You can even tag files with keywords (like “templates”), so it’ll only take seconds to pull up the right file. When someone makes an update to the file, it gets auto-synced everywhere, so your team never has to worry about working with the latest numbers or details. And if a file is accidentally deleted, you can quickly recover it, so everyone can spend more time pitching, and less time panicking.
Access everything, from anywhere, securely
Once you’ve got an organized file system in place, your team can open or edit files in Dropbox wherever the job takes them: on the road, in the office, or from the couch. (And no worries if they can’t find Wi-Fi—documents can be made available offline, and changes will be made when you’re back online.) Another perk: files always stay secure, and you can add an extra layer of confidentiality with password protection or set expiration dates for files.
Track document analytics to stay a step ahead
With DocSend, your reps can check out page-by-page analytics to see if something caught a prospect’s eye, or test different versions of a deck to measure performance. Equipped with these insights, your teams can finesse their strategy and approach to keep sales humming.
Speed up deals—and hiring—with eSignatures
Your team is constantly drafting contracts and hunting down signatures that’ll seal the deal. If they’re still relying on physical paper in the sales workflow, that can eat up a lot of time. Improve productivity by using templates with Dropbox Sign for common agreements like SOWs and NDAs. Instead of redrafting forms for every new customer, in a few clicks, you can adjust form fields and send the documents out for signature. Reps can then track signing status (and avoid unnecessary calls) and automate follow-up reminders.