A sales visit is much more than introducing our product or service: you must care about the sales speech, master the presentation’s timing, know how to relate with our potential client or have the latest version of our sales documents available. These details are, however insignificant they might seem, those who will make our sale succeed or not.

When we talk about sharing sales documents we refer to those files that sellers use during their sales visits to reinforce sales speech they have previously prepared. These documents are used to reinforce sales arguments and to check them when we need to show particular information to our customer that would reinforce the arguments. So, it is essential the presentations’ development that we learn how to carry and share sales documents in the most effective way.

Changes in sharing documents

The sales force profession is one of the most ancient and bringing documents during sales visits is neither a novelty. To carry these documents, companies have been developing through years to improve and boost the purchase experience of customers; leaving paper apart and using more up-to-date sales supports such as digital catalogs in mobile phones and tablets.

One of the big advantages for sales companies when using these new technologies is to share files edited at the last minute instantly. This is useful, for instance, when we realize that there are some downward mistakes in the prices of the catalogs’ products and sales force is already going to the sales meeting. With old supports, the sales force would not be able to do anything and would have to justify in front of the customer why prices have increased. With printed documents the modification cost is very high, having to throw out the wrong catalogues and printing them again.

Luckily, time has changed and companies have now advanced technological resources to share documents quickly inside computers, mobile phones and tablets, being able to modify the contents from the sales department and sending them again to the seller before sales visit reducing this way costs and improving the brand’s image in front of customers. There are different sharing systems with their pros and cons, let’s see each of them in detail.

Systems to share files among the sales force

• Email: Latest modifications can be sent by email. However, this does not protect the documents because files become duplicated. You neither have an exhaustive control of what contents will the sales force show to the possible customer

• WhatsApp: There are companies that use this popular app to distribute files among the sales force. Even its apparent utility, this app suffers from the same problems that emails: documents duplication, lack of control and information leakage

• Sales documents management Apps: For the aforesaid reasons, companies are increasingly choosing document management apps to control their contents. Dropbox or Google Drive are apps that allow to share files. However, these apps don’t avoid the lack of control regarding information because all user can access the same documents and can edit, modify, delete them or event provoke a leakage of information

• urCollection: To solve the problems mentioned in the point above, this document management app for sales force was created, the latest trend for sales companies because it allows to share files but protecting their contents at the same time