Sales teams frequently require access to a range of documents and digital assets, such as sales presentations, pricing information sheets, product images, and descriptions, to effectively engage with clients and close deals.

For an SDR with a busy meeting schedule, it's essential to be able to access the most up-to-date versions of these assets. Disorganization and inefficiency can severely impact sales functions, which seriously impair the organization's ability to grow.

Sales teams can face serious challenges when it comes to digital assets, but these are challenges that FormKiQ is built to solve:

1. Document and digital asset organization and retrieval:

   Efficiently organizing and retrieving relevant documents and digital assets can be time-consuming and complex. A centralized system for storing and organizing these assets is crucial for streamlining the process.

   FormKiQ allows for both automated and manual classification and organization of documents and digital assets, leveraging both artificial intelligence and intelligent document processing for automation, and providing a RESTful API and intuitive web console for manual metadata creation as well. This metadata is then available for FormKiQ's full-text and tag-based search functionality, allowing efficient recall of documents and digital assets based on a combination of content and metadata.

2. Collaboration and communication

   Sales teams often need to collaborate with other departments, particularly Marketing and Product teams, to access and share documents. Collaboration may also be needed with external partners. This can be challenging when documents are stored in multiple locations and require manual processes to access and share.

   FormKiQ provides integration betweens systems and disparate file storage solutions, enabling FormKiQ to maintain storage and management of the Document of Record for both documents and other digital assets, or provide connectivity with an alternative primary object repository. FormKiQ also enables access to Office365, Google Drive, and other productivity and online storage tools.

3. Version and document control:

   All digital assets, whether they are documents, images, videos, or any other type of file, will require periodic updates. It's essential to have visibility into the version history of digital assets, and for some content, a more stringent document control process may be required.

   FormKiQ includes version history powered by Amazon S3 Versions, and also enables document control procedures for any type of digital asset. This can even extend to requiring a document controller or an approval by one or more content owners, and can include such features as providing legal holds or allowing for digital asset expiry based on product changes or other reasons.

4. Security and access control:

   Not all documents and digital assets should be made available publicly, or even to other internal teams.

   FormKiQ not only provides encryption in-transit and at-rest, it also enables granular access controls through user management, multi-site partitions, and both role- and attribute-based access control options.

5. Performance and storage:

   Managing large volumes of digital assets, especially high-resolution images and videos, can impact the performance of applications and require significant storage resources. Optimizing storage and ensuring efficient use of resources is essential.

   FormKiQ is built to manage any number of digital objects, backed by the most reliable and cost-effective cloud storage available, Amazon S3. In addition, FormKiQ allows multiple methods to access those objects, such as its RESTful API and the Amazon Web Services CLI.

6. Integration and Interoperability:

   Ensuring smooth integration between various applications, such as customer relationship management and email automation systems, can be challenging due to different technologies and platforms.

   FormKiQ is designed for integration and interoperability, with its API-First design and by providing source code for its Core and Enterprise offerings. FormKiQ's actions and workflows allow for robust control of documents and data as they move in and through FormKiQ and interact with other systems. FormKiQ also provides custom authentication with SAML and other SSO options, and can enable standardization of access controls, whether role-based or attribute-based.

   A common use case is to combine FormKiQ's efficient object storage and organization with CRM or Email Automation tools, which may require access to the approved version of one or more sales assets.

FormKiQ uses best-in-class object and metadata storage to provide the most reliable and scalable document and digital asset management available.

Contact us to discuss how FormKiQ can ensure that your sales challenges are being solved in a way that is both reliable and cost effective.