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Contact Management

Document Library

Manage and share commonly used sales/marketing collateral

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Resource Library

The Document Library stores your most commonly needed sales information for easy sharing, retrieval and managing. The latest sales presentation template, prospect conversation guides, proposals, pricing sheets, and videos are always accessible from anywhere.

The central resource for your information

The Document Library in CampaignerCRM™ helps you store, share and manage all of the frequently used sales information, documents, multi-media and best practices in one central resource. Post the latest versions of your sales collateral and presentations to help your team keep the prospect moving through the sales process. Powerful search functionality lets you locate documents quickly and send them to prospects via email right from the Library. Version control helps you keep the latest version in the system for everyone to use.

  • Find documents fast
    Powerful search lets you search by different criteria to find the information you're looking for quickly.
  • Easy upload
    Post new documents to the Library to continually expand and enhance the information available to your team.
  • Post library documents to the Buyer Communications portal
    Keep your prospects informed and engaged by posting relevant documents to the Buyer Communications Portal and track when they visit and view the information.
  • Email documents from the Library
    Send a document to a prospect via email right from the Library, delivering relevant information quickly and saving you time.
  • Easy document management
    Version control helps you keep track of the latest information and ensures that it's always available for your team.
Powerful Search Find the information you need quickly. Search by category, topic, type of document.
Easy Upload Upload new documents to continually add to the knowledge base of the library
Email Integration Send documents via email directly from the Library
Version Control Ensure that the latest information is always available. Make changes and upload new versions, automatically updating the online version to ensure that everyone always has the same information.


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