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Can Better Documents Win you More Business?

In today’s customer-centric world, organizations that leverage their customer data to communicate one-on-one, via multiple channels will support a positive customer experience, which in turn  leads to better loyalty and retention.

Industries like insurance, financial services and retail are increasing the value of each touchpoint by combining transactional information and marketing into a single document. I see more and more companies from all industries looking to leverage technology to produce more sophisticated documents designed to drive more revenue and connect with customers.

A perfect example of this are sales proposals. They are the last document you leave behind with potential customers. A document that will ultimately be compared with others just like it. So how can your proposal stand out and win?

  • Get your proposal in the customers’ hands faster. Reduce the time to create your proposal with automated pre-configured business rules.
  • Use relevant customer data to make the proposal more personal.
  • Standardize templates for an accurate, consistent and compliant final proposal.
  • Include multimedia assets for unique design and presentation.

Documents can win more business, even the most boring document can be transformed into a powerful marketing tool. And when operational costs go down due to simplifying the document creation process, you already won.

To learn more about creating engaging documents and communications, follow us on Twitter: @xpertdoc@EricBatangan

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