Product video: Content extraction for smarter CRM processes

Automated, orchestrated customer order management

Standard sales processes can easily be automated to reduce time and effort. This video shows how the content of a customer request can easily be extracted from an incoming email. Once all of the information is recognized, smart processes are automatically initiated and opportunities created in the respective CRM system. Even the customer is part of the process through content collaboration tools for approvals.

What this video will show you:

  • How an incoming request for an offer automatically triggers the sales process
  • How project statuses are intelligently mirrored in integrated CRM systems, e.g. in Salesforce or Microsoft Dynamics 365
  • How the customer can collaborate directly on the offer via the Doxis iRoom
  • How (smart) processes are designed and adapted

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