Category Archives: Best Practices

Customer Service Automation: Everything You Need to Know

Customer service automation

When it comes to customer service, people have become more tech-savvy with higher expectations when it comes to speed and delivery in recent years. That’s where customer service automation comes in. The term refers to a process whereby there’s a reduction or even complete elimination of human labor when assisting consumers. But with so many […]

Brand Communication: What it is and How to Do it Right

Brand communication

According to statistics, up to 89 percent of marketers surveyed claim that building brand awareness is their number one goal. However, before you dive headlong into building brand awareness, you need to know about something that is key to the process. This is brand communication. Properly orchestrated brand communication is crucial for brands to solidly […]

A Stellar Connection: 8 Golden Rules Of Customer Service Communication That Will Boost Your Success

customer service communication

How you deal with customer service can make or break your business. Even a single customer on the receiving end of bad service can damage your reputation. The best option is to give excellent service across the board. Good customer service communication isn’t as complicated as it might sound, especially if you follow a few simple […]

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.