Filing cabinets are a great way to organize and retrieve your files – provided you properly name, organize and maintain them. Worst case you can still search the entire cabinet and there are great chances that you will find the file that you were looking for.
However, there is a lot of difference between finding what you want; when you need it and finding it at later point of time, after hours of slogging. This is one drawback with the filing cabinets.
If your organization is very old and you have years of files piled up? How would you retrieve a file when you need it at once? Moreover how would you save your digital files? What if you are on the move and require all your customer communications with you?
Realizing this pressing need and analyzing all the pain points of the old style filing cabinet system, we have recently added a new feature that will allow you to add file attachments into the CRM. You can now tag files to individual items and store them. You can also quickly search for a particular item and retrieve a file associated with it.
Now you can say goodbye to your old filing cabinets, free up some space at your office and hop on to the melssCRM file storage service.
The Storage Service comes in a pack of 5 GB and 10 GB. For more information on how you can add more virtual space to your CRM account, please contact us.
Check out our previous blog on Search Intelligence: The Way To Go Forward In CRM.
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