By Joan Honig, DocuWare: Most companies have a customer relationship management (CRM) system in place. At the beginning of the customer journey, a CRM solution manages data about potential customers, sales calls and proposals. Once a prospective buyer becomes a customer the solution tracks information like contacts, contracts, renewal dates and customer interactions with your sales and support teams. However, when companies implement a CRM solution, they often neglect a key issue – how to manage and organize the customer documents and data that is associated with CRM transactions.

What is customer information management?

Click Here to Read the Rest

SOURCE DocuWare