Posted by Sales Teams Are Not Meant to Be File Managers
Last week, we spoke to the Sales Head of a mid-sized lending firm. He said something that stuck with us:
“My team spends more time finding documents than talking to customers.”
Sound familiar?
In sectors like BFSI and Pharma, managing compliance documents like KYC, income proofs, drug licenses, GST/Udhyam certificates, or onboarding forms becomes a constant bottleneck. Sales reps often juggle between spreadsheets, email folders, and WhatsApp threads—just to retrieve or send a single file.
And every time that happens, you lose more than time. You lose momentum in your sales cycle.
The Hidden Cost of Manual Document Management
According to a 2022 report by IDC, employees spend nearly 30% of their workweek searching for information or files.
That’s roughly 12 hours every week, per salesperson, spent not selling.
That means direct loss of appx. 4444/- per month per sales person in salaries. Not even counting the sales lost.
NOTE: Assuming avg salary as 20000/- pm & 54 working hrs per week
Why its important: Document Tagging Within CRM
In regulated industries, this number is often higher due to the added layer of audits and compliance.What does this mean for your business?
- Slower response time to customers
- Lost deals due to delayed document sharing
- Increased dependency on ops or backend teams
- Missed follow-ups when files are incomplete
And worst of all, you risk losing high-intent leads simply because the right file wasn’t available at the right time.
How can you manage your documents
Vaayu AI has a simple but powerful feature available in their AI-powered CRM.
You can now upload customer-related documents and tag them to specific leads.
No need to search emails or cloud drives. Everything stays in one place—secure, searchable, and accessible in seconds.
- Upload files like PAN cards, invoices, test reports, ID proofs
- Tag them directly to the customer profile
- Share instantly via WhatsApp or email through the AI agent
- Maintain full document history for audits and compliance
Moreover, businesses can collect all these documents via whatsapp only. Where with a simple click you request documents from your customers directly. Once they upload, you directly get documents linked in your dashboard.
It’s like giving your sales team a personal assistant who organizes everything without asking.
To learn more about it, you can book a call with our experts HERE