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Implementing SugarCRM by Michael J.R. Whitehead

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Document Management

I think we can all remember promises of the paperless office—always just a few years around the corner. By now, most of us have come to accept that in reality, one thing any business simply cannot do without is paper, whether it is for hard copies of presentations, for business proposals and quotations, or for financial transactions. However, we can still try to cut down on it.

SugarCRM has the ability to manage and maintain a repository of revision-controlled documents within it. This ensures that anyone in the business with system access, no matter where they are or what time of the day it is, can instantly access electronic copies of the business’s important documents and know that they are getting the correct version of ...

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