Customer Experience One Document at a Time
Personalized Document Composition at Scale
Customers today require discrete, on-demand products and services, leading to an increase in account management processing, service contracts, policies, statements, and billing activities. Digital transformation projects fulfill the 24×7, always-on, anytime, anywhere demands of the modern consumer. Companies focus on customer experience initiatives to develop meaningful, loyal connections with their customers. Document composition software therefore serves as the lynchpin connecting providers’ back-end systems with fickle consumers.
Document composition is one of several components of our modular document automation software, which is leveraged to dynamically design and deploy engaging, interactive document templates without exhausting precious IT development resources. In order to present a consistent customer experience, companies maintain assets such as logos and branding in a central repository to be applied and updated into all communications.
Ecrion’s document composition software dynamically aggregates and transforms data from one or more sources to begin document generation—on-demand or in batch. Data stored in business applications, databases, customer portals, and XML files are automatically applied to pre-defined templates. Customers or company agents leverage an embedded interface to fill out forms and complete correspondences if required. Final documents are then composed and distributed through a variety of print and electronic channels.
Delivered to Customer Preferences
Compose, assemble and deliver customer communications according to individual preferences. Whether on-demand or in batch, efficiently produce required documents upon request. Distribute final customer correspondence to managed print queues, online html presentation layers, and PDF for storage or email distribution. Create personalized documents in the language, tone and medium chosen by each customer.
Customer-Defined Communications
Communicate with customers how they want, and when they want. Empower each customer to define their choice of language, mode of communication (mail, email, SMS, etc.) and tone (formal, informal). Enable customers to control what communications they receive, and when. Let customers select the layout they prefer for statements, invoices and other documents.
Batch or On-Demand Modes
Run fully automated, high-volume batch document composition jobs such as monthly statements, invoices, annual summaries and more. Extract transactional and account data from CRM’s, billing systems, or proprietary databases. Accelerate the composition of one or more documents on-demand such as individual statements, quotes or certificates as a customer requests them.
Template Design and Management
Maintain all company document templates and assets (including logos, graphics, sub-documents, and more) in a single place to ensure consistent application across all communications. Reduce the number of templates as well as the time and cost required to manage them. Enable business users with an intuitive interface to build and modify templates, eliminating the need for IT development resources.
Fillable PDFs
Extend the user experience to data collection for quotes, applications, claims and other document composition needs. Complete forms, letters and other customer communications by gathering data from agents, customers on your online portal, or automatically via integration to business applications such as a CRM or website. Interact with customers 24×7 without call center support.
Ecrion Enables Stronger Customer Connections
Organizations worldwide leverage document composition software by Ecrion to enhance their customer experience, reduce operating costs, and control the inherent risks associated with high volume document automation. Thousands of companies across a broad range of industries ensure compliance with corporate branding and legal standards while establishing genuine connections with their customers—one at a time.
Ready to Get Started?
It’s one thing to talk about what our software does, but we all know seeing is believing. By requesting a free, no obligation demo, you can see for yourself how our solutions can improve not only your customer communications, but your bottom line as well.
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Learn why some of the world’s most forward-thinking companies trust Ecrion for their customer communication and engagement needs!
