Live Samples

Sample customer communications produced using the Ecrion Platform

You’ve got to love Ecrion’ ability to generate any kind of customer communications, both manual and automatic. That being said, though, no two enterprises are alike and we work with them to make sure they can deliver to their customer’s expectations. Check out the featured customer communications samples listed below and explore the capabilities of Ecrion Engage.

Sample Gallery

Purchase Order Letter

Here is an example of a purchase order letter that previews the live user input along with transactional data retrieved from back-end data systems.

Insurance Policy

Reduce the complexity of filing a digital insurance policy, and speed up the process with lookup fields and conditional content.

Legal Contract

You can import PDF and Word documents to populate them more quickly as shown in this legal contract, for example.

Marketing Newsletter

Marketing professionals can quickly create print-quality marketing correspondence and distribute across channels with a click of the mouse.

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.

Smart 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.

Smart 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.

Customer Dashboard

An example of a smooth, clear interface you could use to track your entire customer base. Functionality to monitor demographics, key markets, and sales all from one location.

Retail Sales Dashboard

A hypothetical interactive graphical summary of retail success. Get the full picture by comparing year-to-year sales, salespeople, and more.

Sales Dashboard

Starting with a general overview, this dashboard provides a comprehensive portrait of company sales, everything from product categories to salespeople.

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.

Analytics Invoice

Here is an example on how a telecom company may be able to provide corporate accounts with a better way of viewing their invoice data.

Sales Opportunities

This overview of sales opportunities combines interactive spreadsheets, bar graphs, and pie charts with clickable sections.

Fund Profile

This fund profile outlines the distribution of financial assets by industry, location and more. Click the graphics to highlight related data!