5 Document Management Trends to watch out for in 2023

5 Document Management Trends to watch out for in 2023

This year, many businesses have adopted digital management solutions to manage their document processing while automating their business processes.

As we move closer to the new year 2023, we will witness a significant and widespread use of advanced document management systems and automation in businesses. So, in this blog, We have outlined some top 5 document management trends for 2023 to give you a head start to stay on guard in an increasingly competitive marketplace.

Salesforce document generation tool

Trend 1: Widespread use of document automation in SMBs

Initially, only large and medium-sized companies could adopt intelligence automation to automate processes. However, this scenario is gradually changing, with many SMBs leveraging document automation to simplify and streamline their mission-critical document management process.

In 2023, more and more small businesses can be seen adopting document automation to optimize processes. And, now with automation being more affordable, SMBs can use it to reduce costs, improve customer service, and increase competitiveness.

Trend 2: Turning to an entirely paperless documentation process

Sustainability has been one of the most talked about topics in 2022 and an extremely important measure to safeguard our environment. 

Hence, more and more businesses are expected to go entirely paperless in 2023 to contribute to the well-being of our ecosystem. Automated document generation tools enable companies to create paperless business processes that lower risks and optimize document management. 

When paperless businesses use cloud-based data management systems, they can digitally store and access documents and deliver them to customers instantly, ensuring an immersive customer experience.

Trend 3: Global Document Collaboration

Post-pandemic, the way we work has changed for good. With remote and hybrid working models becoming a new normal, the need for accessing up-to-date data from anywhere is the need of the hour. By the year 2023, global document management will require access to information that is up-to-date and can be accessed from anywhere. 

A document management system that stores files in addition to providing role-based access controls are a practical one. A central document repository like Salesforce will prove advantageous to a company that is expanding and preparing to enter the global marketplace.

Trend 4: Adopting Scalable Document Automation tools

Some industries, like Insurance, deal with vast volumes of paper documents every day. 

Manual Managing and storing documents is tiring, time-consuming, and error-prone. 

To deal with these issues, businesses are now looking to adopt scalable document management solutions that provide easy access from anywhere and immense storage facilities saving time, human effort, and cost.

Trend 5: Salesforce Document Generation tools demand rising

When it comes to automated document generation software, the demand for Salesforce document generation tools is increasing. As Salesforce is a cloud-based CRM platform, managing documentation on it is easy, secure, and hassle-free. 

Hence in 2023, businesses will prefer Salesforce document generation tools as compared to other alternatives to automate and manage their documentation process.

Wrap Up

And that’s a wrap! We hope these trends give you a headstart to prepare your documentation strategy and deploy a Salesforce document generation tool, if not already. 
Visit Salesforce AppExchange and check out one of the popular tools, Docs Made Easy, for all your document generation needs!

About the Author

Piyush Singhal

Co-Founder, Director | HIC Global Soutions | Salesforce Consultant | AppExchange Strategist

An outcome-oriented technology leader with a global outlook, Piyush has over 8 years of experience in Project Execution, SDLC Planning, Salesforce, CRM, Salesforce Mobile, and Force.com.... Piyush, a seasoned Salesforce professional started HIC Global Solutions in 2015 after filling senior development positions at front-running company names in the Salesforce development industry. He looks forward to challenging Salesforce development tasks, delivering novel apps for AppExchange listings, and forging global partnerships through working with passionate people.

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