Document Library

Challenge

A pattern across industries that rely heavily on sale teams is the need to maintain and provide instant access to a wide range of documents and sales resources. Cloud solutions are an easy solution for the people uploading the content, but finding resources becomes frustrating and some sales people find ways around the central resource, which allows the documents to get outdated or out of compliance.

Solution

The example is a basic solution that gets documents in the hands of sales people quickly and leverages permission levels for the documents. Unlike the folder structure, a single document can be assigned multiple categories. The display of the document on the page makes for a quick presentation as well as the ability to pivot with the conversation.

Results

Fast, compliant, quality presentations, and easy sharing are ongoing needs for an effective sales team. Filter functionality allows the list to be shortened quickly for faster repetitive use. The category structure supports easier discovery of the documents.