We all want to simplify our daily tasks. Why would anyone want to take 12 steps and 30 minutes to complete a task when there is a way to do it in 3 steps and 5 minutes? We wouldn’t, it just wouldn’t make sense to do it that way.
A number of industries have been using document automation for decades as a way of streamlining the creation of their electronic communications. Insurance agencies, financial services, and legal firms automate the creation of contracts, policies, and customer correspondence among other things.
For immediate release North Pole – Claus Global Enterprises, the beloved worldwide seasonal package delivery service headed by founder and CEO Kris Kringle, has announced its plan to adopt CLIENT LETTER document output for customer communications management (DOCCM) software from Topdown to enhance its customer engagement capabilities. According to Jingle Belle, Director of Elf Operations, “Every year, our volume of correspondence increases seemingly exponentially. As an organization that serves literally the entire planet, we’ve never been able to keep up with our correspondence the way we’d like. But now the children of the world are able to contact us through so many different channels, and they expect personalized responses and a great customer experience from us. We realized we need a customer communications management solution.”
Can you imagine trying to manage 500 different customer communication templates in Microsoft Word? How about thousands? Across multiple lines of business, departments or workgroups? What if those templates lived on shared drives from which any employee could download and revise them … and multiple versions of the same templates were stored on local drives … and you couldn’t review or track anything before it was sent?
Here’s the thing about complex, highly personalized customer communications. You can, with the right correspondence solution, develop standardized templates, lock in core text, set up easy-to-follow content prompts and automate attachment selections. But at some point in the process a human being will likely need to add free-form information to a document. And that human being may be disgruntled.
Imagine you’re tasked with getting a week’s worth of water from a well. Take a small bucket and you’ll get some of the water you need but have to go back again multiple times. Take a large bucket and you’ll get it all in one fell swoop and call the job done.