Set your business up for success.
2018-05-07
Document Management for Retail
Deliver a top-notch customer experience and keep your retail stores on track with a document management solution.
Survival of the Fittest Retailer
The retail industry is driven to deliver the best possible customer experience. However, when paper dominates your retail processes, it impedes your ability to improve the experience for the customer.
Common documents involved your retail processes may include:
- Receipts
- Invoices
- Reports
- Contracts
These documents are necessary, but they shouldn’t slow things down. After all, your customers don’t want to waste their time waiting for a receipt to print and then signing it. But when paper is involved, it takes too much time for customers to sign receipts or invoices. It can be a frustrating process—for employees and customers alike.
It’s up to retail management and staff to keep track of all receipts, invoices, and related documents. Some may be paper, some may be electronic—but all need to be managed and matched up to what’s in the back-end system. The problem is that keeping track of paper documents is difficult, and management and staff have long grown tired of sorting through all the paper. Not to mention that finding a document once it has been sorted and filed is also time-consuming.
On top of that, your retail reporting and contracting processes can easily be slowed down by paper. Developing reports (i.e., sales reports) is necessary in order to effectively measure customer satisfaction—and ensure you’re delivering the best possible customer experience. But manually developing, printing, and delivering reports is a time-consuming and often frustrating process—especially under a deadline.
Contracts are necessary to maintain deals with suppliers—and ensure you have the products your customers crave. But managing contracts without a formal document management system leads to headaches across retail stores. Contracts need to be available for the appropriate parties to reference and they need to be protected for legal purposes.
Retailers need to remove the pesky paper from their processes, manage documents efficiently, and keep everything secure. With HelpSystems document management solutions, you will make it easy and find serious savings.
Your Next Best Business Decision
Customer happiness is necessary for retail success. An electronic document management solution can help you ensure customers are happy, your processes are flawless, and employees are efficient.
Capture That “John Hancock” Without the Hassle
Make your signature capture process seamless for customers and employees alike. The right retail document management solution eliminates the need for paper in receipt and invoice processes. Instead, the customer can sign electronically—without the waiting time. You’ll capture signatures faster, so your customers can enjoy their goods sooner and employees can move on to the next task.
Standard Practices at Every Store
As you expand into more retail stores around the world, it can be difficult to ensure that processes are carried out the same way at every location. Different stores might follow different processes for the same exact task. The right document management solution for retail will help you standardize. You’ll be able to ensure every store carries out the same processes the same way. Plus, it can help you find additional savings, which leads to fast ROI on your solution.
Manage Documents Effectively and Efficiently
It shouldn’t be difficult to find any of your retail documents. With a document management solution, it’s much easier to retrieve documents. Everything—receipts, invoices, reports, contracts—are captured electronically. Related documents are appropriately stored, too. All you (and your employees) need to do is run a quick search to locate the document(s) in question.
Keep Track of Every Order
With online and in-store retail offerings, it can be difficult for you to track every order effectively. With a retail document management solution, it’s easy. All orders—online or in-store—will be saved into one central system. You can even integrate it with your business systems (enterprise resource planning, customer relationship management, etc.). Every order—and every customer—will be managed effectively.
Automate Reporting Processes
To gain insight into consumer trends, your retail operation needs reports. Creating them manually and from documentation stored across disparate systems is a challenge. Electronic document management will help you meet the challenge by automating the production and delivery of reports. The time that your company previously spent on manually putting together and delivering reports can then be allocated to more important tasks, like assessing the reports and improving the customer experience.
Manage Employees Efficiently
As your organization grows, you may need to consider a new way to manage employee records. With document management for retail, you can help your human resources department keep track of all employees from one spot—and standardize onboarding processes.
Hear From Our Customers
See for yourself how other retailers have benefitted from document management solutions.
Find a Better Way to Manage Your Retail Documents
Find out how document management for retail will help your business. In your free, personalized consultation, we’ll discuss your processes for managing retail documents. Then, we’ll help you take the next step to standardize and automate those processes.