Products

Communicate

During a typical business day, people from different departments within a company interact with systems like CRM, ERP, Claims, Customer Service, Policy Management, SharePoint, etc. These interactions often create follow-up actions and the need to produce correspondence like a letter, quote, policy, claim report, portfolio statement and more. Having the ability to generate accurate, personalized communications improves service, reputation and relationships over time.

Personalize Communication

Business users across the firm – be it sales, marketing, legal, IT, etc. – should have the ability to easily combine pre-defined and ad-hoc content with data from third-party systems to automatically generate targeted communications. Working within familiar environments (like the CRM system, SharePoint, the company portal, Microsoft Word) improves their efficiency and likelihood of using new capabilities. The Xpertdoc environment allows users across the company to generate documents from the available library of templates created in the document output system and to then incorporate tailored content where appropriate and authorized, to bring the aspect of a human 1-on-1 dialogue to client communications. Of course, various levels of audit, tracking and sign-offs can be incorporated to ensure compliance standards are not compromised in any such personalized communications.

Enhanced communication is a key differentiator for most businesses today. And it is the company’s business users that are tasked with finding ways to ensure client relationships are improved and maintained. Xpertdoc allows for the faster creation of professional documents that also have a personalized content. Integrations into various corporate data systems as well as content tailored specifically to the client's needs brings together the power of automation and personalization.