Finding the Right Templates and Documents
One defining quality of Ecrion Omni System (EOS) is the organized communication it allows. The purpose of our Customer Communication Management (CCM) solution combining with your data is for you to continue delivering extremely precise, relevant communications to customers over long stretches of time, adapting to any changes in customer information that may happen along the way.
Thanks to the exceptional ability of EOS to capture metadata, no file gets lost in a heap of old documents. You can always find the specific templates or documents you are looking for, by searching or filtering infinite combinations of categories.
In EOS, you can create custom tags to apply to any of your documents and templates. These tags give you unmatched flexibility in storage and retrieval. In EOS, you can navigate a document repository based on gender, location, a wealth of preference data, and more to ensure that no single document – or group of documents – ever gets lost. This also makes templates available for re-use, in cases where you would send a specific document to a particular group.
One option for retrieving documents and templates is filtering. You can think of this as online shopping, but you’re shopping for the right communications. Alternative to the search feature, you can check a wide range of boxes to trim down the document repository to exactly what you are looking for. Narrow down your lists by profiles, groups, preferences, locations, templates styles, or virtually anything you can think of to find precisely the template or document suited to the situation.
CCM solutions are supposed to make your operations more efficient. So, when time is of the essence, EOS lets you pull a document up with a simple, quick search. This can be performed based on a template or document name, or any of the filter categories or metadata that you have ascribed to the documents. The implications of a search feature extend far beyond just momentary convenience: the less users have to think about details, the more they will be able to focus on the bigger tasks at hand. Whether it’s a programmer, graphic designer, writer, or salesperson, anyone on your staff can pull up documents and deliver them with the same amount of effort, no expertise required.
An effective CCM solution like EOS covers all the bases, ensuring precise communications with minimal effort. Navigating a document repository has never been easier, and so delivering more appealing targeted communications has never promised so much upside. Engage your audience with clear, relevant communications, then let your customer relationships guide you to further revenue and retention gains down the line. Make the most of your documents today!