When choosing an EDM tool, there are several factors to consider. These include:
Functionality: Look for an EDM tool that meets your organization's specific needs, such as the ability to capture and store documents in multiple formats, automate workflows, and provide high levels of document security.
Integration with sales and content tools: Ensure that the EDM tool can integrate with other tools and systems used within your organization such as Customer Relationship Management (CRM) tools and Content Management Systems (CMS).
Integration with Digital Asset Management (DAM): DAM is an essential aspect of EDM. DAM systems enable organizations to manage digital assets such as images, videos, PDFs, and audio files. Integrating DAM with EDM enables organizations to manage both documents and digital assets in a connected ecosystem, improving collaboration and reducing duplication of effort.
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Scalability: Choose an EDM tool that can grow with your organization, accommodating an increasing number of users, documents, and workflows.
Security: Protect sensitive documents and data by choosing an EDM tool that has robust security features, such as access controls, encryption, and audit trails.