Review & Approve Customer Communications

Batch communication projects might have involved complex systems of production and delivery in the past, but they often resulted in plain, impersonal, and sometimes inconsistent messaging. Since then, technology and customer preferences have evolved side-by-side continuously, so an entirely new level of engagement is possible today.


Companies have come to Ecrion for the most efficient, high-speed document production tools, as well as more design options to better personalize their correspondences. Our EOS platform allows us an ideal business process model for document automation and delivery (including Customer Communications Management/CCM), enabling companies to do more in less time using our clean, all-in-one, user-friendly interface.


When producing customer-facing documents, it’s important that each stakeholder in the process be allowed to approve the outbound communication, or the process itself, before it reaches the customer. We call this process Review & Approve. It’s a good idea to divide workload into different role-based environments, but it’s critical to ensure the work is ready to move from environment to environment, or business to customer, without any errors. You might have an internal process to do this today, or perhaps you have one final approver, someone who sees every message and gives it the OK before send. We’d like to make that process easier for you, which is why the newest version of EOS has built-in Review & Approve functionality.


EOS now supports Review & Approve in three ways that work dynamically, in unison, to produce communications that are accurate, compliant, and engaging.


1)      Approve Customer-Facing Communications

Route finished output directly to manager upon completion. A manager from any background, technical or not, can review the work, give feedback, and decide when the communication is ready to deliver.


2)      Production Cycle

In any phase of DTAP, managers can review and approve the work that happens in a specific environment before it moves on to the next. This is important to ensuring that every detail is accounted for at the very foundation of the document.


3)      High-Level Oversight

Quickly evaluate individual assets in documents in the production cycle. Trans-promotional ad placement, graphics placement, colors, and charts can now be overseen individually. The idea is to provide Review & Approval within a specific DTAP environment. One governs the quality and progression of project development through production, and the other governs dynamic aspects of those projects within the environment.


These dynamic Review & Approve methods are all examples of wider governance afforded by EOS-CCM solution. Customer Communications Management (CCM) exists, in part, to promote impeccable communications that also allow your company to engage customers exactly as intended, with no holes in any stage of the process.