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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