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Enhance control over important sales documents
Field Sales Support

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See Industry Case Study: Insurance

See Industry Case Study: Mutual Funds

See Industry Case Study: Law

Solution Overview

Field Sales Support

EFS provides field sales functionality for organizations that need to capture, access and organize documents associated with ongoing pre-sale and point-of-sale activity. EFS enables agents to scan notes, forms and other documents into a centralized electronic storage repository to enhance control over important sales documentation.