Please fill out this quick survey to schedule a free consultation. Your first step in getting organized!
(If you’re in a rush…jump to the bottom and enter your contact info.)
1. Does your company have more than one shared paper filing cabinet? YesNo
2. Do you use “Banker Boxes” for archive records? YesNo
3. Do you have a storage area or off-site storage location for paper files/records? YesNo
4. Are paper-based processes a key component of your business? YesNo
5. Are you subject to compliance rules/regulations for having records readily available? YesNo
6. Do you have a current paper process or workflow within your business that isn’t consistently used or producing results? YesNo
7. Do you have a recovery plan for your paper documents in case of a disaster? (i.e. leaking roof, flood, fire, theft, etc.) YesNo
8. Do you need your sales and customer service reps to easily access a prospect’s or client’s past activity quickly? YesNo
9. Can your salesforce benefit by having company records accessible while in the field? YesNo
10. Do you want a technology solution that is easy to maintain and doesn’t require an in-house IT person? YesNo
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Let us know if you have any additional concerns or questions!