Correspondence Management software

Personalized Customer Correspondence Made Easy

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Total Control of Every Correspondence

Scalable Customer-Centric Approach

Correspondence management in a fully integrated customer communications management software gives organizations the flexibility to deliver a full range of automated and personal correspondence. With the Ecrion platform, correspondence can be created in-batch, on-demand, or interactively.

Documents are automatically populated using customer data, and can incorporate customers’ individual preferences so that correspondence is received in the preferred format and channel. Companies can also implement complex review and approval processes with Ecrion’s solution, as well as automate legal review, and trigger compliance checks. The organization is in total control of every correspondence.

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Managing Customer Correspondence Across the Entire Journey

A correspondence management system addresses the communication process for each meaningful point in the customer journey – from contract to invoice and all the way to personalized offers. Moreover, it enables companies to manage each step of the customer interaction and get the most out of the customer relationship. Here’s how:

Customer Onboarding via Correspondence Management Software

Be Mindful of Customer Onboarding

Every touchpoint is of high importance, but it all hinges on the first one. Understanding the value of a first impression can actually be crucial for more than attracting new customers. Research actually suggests that a positive onboarding experience could be linked to higher retention. The quality of excellent correspondence must be visible from the very start.

Brand presence to be just as much a part of the onboarding experience as a phone conversation with the customer. It is any customer’s first experience with the brand. This important first transmission needs to be clear to the company’s mission and demonstrate how its services can benefit the people that need them.

The opening message needs to clearly convey the brand message and provide insight into the company’s expertise. Correspondence management software provides control over essential elements such as the appearance of logos and colors, and the content of customer-facing documents.

Keep the Customer Correspondence Meaningful

For the following parts of the customer correspondence timeline, every touch point becomes as important as the last. Leverage customer correspondence management software to provide excellent support for customers. Deliver omnichannel digital communications that provide customers with extensive data in formats that make it easy to access and analyze.

Deliver communications when, where, and how the customers choose. Enable them to select the best channels for them. Using integrated CCM software makes this easy because the content and data for the documents and how they are sent is informed directly by the customer correspondence management database.

Then, via document assembly, company communications amass customer data as well as branding elements for that specific document type (logos, brand messages, etc.). The result is a document tailored to the customer’s preferences that encompasses the full amount of required data, and that is in line with the company’s brand identity.

Meaningful Customer Correspondence with Correspondence Management Tools
Initiate the Next Steps with Correspondence Management

Don’t Be Afraid to Initiate the Next Steps

Correspondence management software enables organizations to satisfy the needs and preferences of their entire customer range. For each of their customers, they can develop complex profiles to get a broader view of their needs. The following step is to be able to predict what customers want before they ask for it.

Aside from simply reacting to customer activity, companies can actually see where the need is based on a customer journey map. This maps their entire experience with the brand, outlining the pressure points they encounter along the way. This information is crucial to building an in-depth profile for each customer.

Based on this, companies can make personalized offers based on the customer’s purchase patterns. Customer needs can be anticipated and, most importantly, changes can be made to eliminate the problem areas along the customer journey. The result is a superior service to the customer and increased revenue for the company.

The Benefits of Using Correspondence Management Solutions

Customer correspondence management software enables companies of all sizes to meet the needs of their customers. The communication generation process is optimized to create and send out perfectly targeted correspondence. Pleasing the individual customer, playing to their convenience with the right data and delivery methods, can boost retention, increase sales, and raise brand notoriety in the long term. Find out more about the many benefits that come with correspondence automation:

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An Economical Alternative to Legacy Systems 

Some companies house different communications solutions from various providers. They manage customer data, document production, design, and delivery all as individual tools, together in a legacy system, where the IT department is tasked with ensuring the pieces run together smoothly. The bottom line is that maintaining these systems is complicated.

Even the highest-functioning legacy system poses some financial and operational risk to internal activity. When solutions come from different places, the integrity of the system is staggered. The risk is for one or more of these solutions to become permanently out of service (depending on how old it is, it could crash or the provider might no longer provide support), in which case the company must spend valuable time and funds reworking the entire system to keep correspondence afloat.

The longer the legacy system is in use, the more likely this is to happen. While funds can be allocated to replace the solution, once it is running again, the company is just as vulnerable as it was before. Correspondence management software frees organization from this because it covers the full range of solutions, from data management to document assembly and digital delivery. It eliminates the need for individual solutions that are compatible with the system and the costly implementation process that follows.

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Improved Workflow Management

One of the most valuable gains that come with implementing correspondence management software is time. The resources poured into managing complex legacy systems are better spent elsewhere, as demonstrated by big businesses that have already managed to upgrade.

Document generation and other communications activity is no longer restricted to technical personnel. It’s a much easier environment to navigate, giving anyone on the team – content writers, graphic designers, managers – the ability to apply their expertise to the correspondence creation process. Now the IT department can devote more energy to ensuring that customer data and communications are secure and running smoothly, without having to dabble in non-technical areas.

Collaboration is an important benefit of correspondence management solutions, but along with that comes the ability for managers to oversee the operations with greater ease. While each contributor to the correspondence creation process works their magic, managers can exercise their roles in overseeing each step in the procedure to completion. Whatever the phase, executives and project coordinators can keep a close watch over progress to make sure tasks are being completed to their fullest potential.

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Customer Correspondence at Scale

Correspondence management software allows companies of all sizes to produce documents twice as fast as a legacy system, for however many customers they want to reach. Organizations can choose whether to implement the system in the cloud or on-premise, whichever is best suited to their infrastructure. Mission-critical documents can then be securely stored in the cloud or on the company’s servers.

With the system in place, companies can send perfectly targeted correspondence to every customer. Via omnichannel delivery, documents can be sent out by SMS, email, print, and more, while legacy systems might employ separate solutions for each delivery method. With correspondence management, organizations can engage each customer on the channels they prefer, and their correspondence can further adapt to their needs as the customer relationship progresses.

Companies will have the ability to deliver customer data in new, interesting ways. They can provide customers with interactive documents containing graphics and tables and even deliver promotional content for other services relevant to their needs along with their correspondence. All of these elements would be based on customer demographics or on what customers have made clear in their preferences. The longer the relationship with the customer, the more data the company obtains and the more precise their correspondence have the potential to be.

Live Samples

See correspondence management in action by exploring these samples. Click to see how new-age technology can take correspondence to an entirely new level! If you want to see more examples, visit our sample library!

Portfolio Analysis

See how this interactive portfolio analysis report allows customers to drill-down, sort, and filter their data in real time. PDF can be generated at any time.

Explanation of Benefits

This digital Explanation of Benefits, adapts to mobile, tablet, or PC devices. It empowers customers by providing self-services abilities and reduces call center workload.

Telephone Invoice

Your billing can become an important revenue stream. This document uses a digital marketing campaign to display the ad most relevant to the customer viewing it.

Adventure Works Sales

In this example, Adventure Works gives a fully comprehensive, vertical business report. Different features are used to plot the digital elements from maps, graphs, and other charts.

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For a free, no-obligation demonstration of Ecrion’s Customer Experience, Customer Communication and/or Document Automation solutions, please click below.

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You're in Good Company

Learn why some of the world’s most forward-thinking companies trust Ecrion for their customer communication and engagement needs!

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