Sales staff face the same problems as R&D - reliable access to sales collateral, being able to collaborate on proposals, and enabling customers to find information easily are key. Offering a customer prices from an out-of-date pricebook is just as damaging and irritating as giving a customer wrong information from an old version of a technical datasheet.
It's important that the company maintains standard look and feel in its sales material - CogniDox can be of enormous value in enabling the use of templates and standard presentations.
There are sometimes issues with disclosure. Has this customer signed a two-way Non-Disclosure Agreement, or any NDA at all? Are they licensed for access to information about products in this category? Did Marketing want them to have access to the Beta software release or not? Why didn't our lead customer download the latest documents in the days after we released them - is there something wrong I should be aware of?
These are some of the areas where CogniDox helps the sales force. It has simple-to-use but sophisticated processes for tagging customers with specific licenses that allows them access to documentation and code.
When a company already uses a CRM system from vendors such as Salesforce.com or SugarCRM, we have ways to import and export key data between these tools and CogniDox. This saves time spent on data re-entry and avoids error.
For Sales