Category Archives: Best Practices

How to Dramatically Improve Workflow Efficiency

workflow efficiency

When the challenge is on for your business to start accomplishing more, planning more, and being more productive on a daily basis, it can be a struggle to find the flow that works best for your company. By optimizing the workflow efficiency at your business, your company has the chance to get everything accomplished without forcing yourself to […]

Law Firm Case Study: The Benefits of Using Legal Document Preparation Software

Running and operating a law firm is no easy feat in the first place. That’s why you do everything you can to ensure your business’s operations are streamlined and efficient. One good way to accomplish that is by using automated solutions. After all, consider the following statistic regarding the industry of business process automation software. […]

Poor Communcation Cost is $37 Billion: 3 Ways to Turn This Around

poor-communication cost

According to industry research, poor communication in the workplace now costs business leaders a staggering $37 billion in lost productivity, with average losses topping $62 million per year. Have you noticed a disconnect at your own office? When messages get lost and collaboration suffers, it doesn’t take long before the entire enterprise becomes affected. The good news? It’s possible […]

What is Customer Experience Management?

what is customer experience

Seems like a simple enough question, right? What is Customer Experience Management – or CEM for short? The customer experience is paramount in any industry. If you don’t have customers, you don’t have a business. Again, simple. But what is customer experience management?

A happy and engaged customer is one who will stay with your company longer, spend more, and help you gain new customers through word of mouth. If you provide a poor customer experience, you won’t have many customers for long. In fact, 44 percent of customers take their business to the competition due to a poor customer experience.

5 Automated Document Generation Trends You Should Know

automated document generation trends

It should come as no surprise to you that your customers are in the driver’s seat of change. If they want something quicker and faster, your company needs to find a way to meet their needs. Otherwise, your customers will look for another company. This is why automated document generation trends are important.

Learning the latest in automated document generation trends means your business is trying its best to keep up with the ever-changing times. It also means your company is doing what’s best for its customers. After all, landing a new customer costs anywhere between five and 25 times more than retaining existing customers.

What is Document Automation?

document automation software

Believe it or not, it’s not a trick question. Document automation is simply the act of automating documents. Simple, right? Well, there’s a little more to it, but that is the gist. The question you should be asking right now is ‘How can using document automation save my company money?’

Take a moment to think about all the documents your company creates each day. How about each month? Each year? It adds up, doesn’t it? Each document contains information either about your customer or for your customer – or both. The content on those documents (invoices, marketing material, etc.) has to be added somehow.

There’s a strong chance, if you’re reading this, that the information is added manually, meaning someone – or even multiple people – who work for your company spend their time and effort typing in numbers, addresses, figures, and more. With document automation, your employees can spend their time doing other work instead of wasting it with manual data entry.

Personalizing Customer Communications Brings Business Success

personalizing customer communications

Personalization is a major component of customer communications management. Being able to follow along the customer journey is important, but actually knowing your customers and providing them with what they want is the cornerstone of better customer communications.

The value of customer satisfaction continues to grow year after year, and if your company isn’t prepared to meet the needs of your customers, you could soon be looking for new customers. For consumers, customer experience will become more important than price and product by 2020. Are you ready?

What’s the REAL Value of Customer Satisfaction?

what is the value of customer satisfaction

This should come as no surprise to you, but it’s worth keeping in mind: when your customers are unhappy with the service you’re providing, that lack of satisfaction will lead them to your competitors. You know customer satisfaction is important, though, so why read any further? You’ve got this, right? Right?

Just because you know something is important doesn’t mean you know exactly WHY it’s important. Not having the right information could seriously put a financial drain on your company. There are so many different aspects of customer engagement, providing a great customer experience – which leads to a high-level of customer satisfaction – might not be as easy as you might think.

What is a Strategic Communications Plan?

strategic communications plan

In order for your business to be successful, you need to be able to get your company’s message out there for current and potential customers to see. What does your company do? How can your company make customers’ lives easier? This is where having a strategic communications plan comes into play.

Surprisingly, many companies either don’t use a communications plan, or don’t really know what makes up a strategic communications plan. In fact, globally, 21 percent of internal communicators admitted that they do not employ any form of formal planning. That number jumps to 31 percent for North American companies. This means, more often than not, companies are being reactive instead of proactive.