Product video: Sale process automation and intelligent contract analysis
Integrated, smart sales processes and process modelling
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Doxis4 at work
To reduce time and effort, downstream sales processes are automatically triggered by incoming customer requests. Once triggered, the documents are analyzed and information is extracted; all content is then mirrored in the respective CRM system. In this use case, the external contract can be analyzed using the Doxis4 Contract Analyzer, where questions can be asked in natural language and the answer is given. A quote is automatically created and submitted to the customer, who can then actively collaborate via the Doxis4 iRoom to approve, reject the order, or request changes. In the last step, we show how you can model and edit processes with the embedded BPMN 2.0 designer. All on-the-go adjustments can be done, e.g. in Camunda.