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Here's another question from a newbie. I started this position about 6 months ago, previous sales experience was in advertising. My predecessor's filing system consisted of paper file folders in several filing cabinets. Some files are organized by customer name, other files are organized by zip codes and some have street names. I'm in the process of organizing my own system and would like feedback from you guys on a filing system that works best. Personally I'd like to scan everything into a document software program and get rid of the paper. But, before I do that I'm checking with you veterans for advice.
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Do you have a sales engineer on staff? That would be the best person to get info from regarding your organization's capability to scan, index, store, and retrieve paper files in an electronic format. If you offer to your clients a true Document Management platform with a relational database for indexing files, then this exercise will help your understanding tremendously. Your organization may already have a NFR (not-for-resale) version of the software(s) and would benefit greatly by opening up to the needs of the sales department.

If you don't have an SE on staff, you may just want to ask which DM softwares you can sell and contact the manufacturer directly. They will have an SE and would probably appreciate the initiative.

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