Consolidating Customer Information for a Better CX: How to Get your Data in One Basket

There is an old saying, “Don’t put all your eggs in one basket,” meaning it’s risky to group all your possibilities together. But in business, sometimes you want all your eggs, or customer information components, in one integrated spot – especially if you need to generate highly personalized, data-driven documents to create a better customer experience (CX).

A document generation solution like Xpertdoc can leverage customer information components found in any enterprise core system, exposing selected data fields and inserting them into customizable templates. This enables you to pull customer data from multiple sources into one main basket – your document. Add in automation capabilities, and you suddenly have a whole new level of integration and functionality.

For example:


Xpertdoc’s modern capabilities consolidate data from different sources into one smart document, which comes in handy when generating sales documents. Say you’re a field representative and spend most of your time on the road. You just left a prospect meeting and they asked you to send them a quote within the hour. Luckily, you have your laptop with access to your CRM containing most of the prospect information, but not any of the product information you need to create the quote. You need to pull that information from an Excel sheet.

With Xpertdoc, the sales person creates a standard quote template and links both data sources, CRM and Excel, so he can map the required data fields dynamically into the quote template. Your prospect can receive your quote instantly. And with our e-signature integrations to DocuSign, Sertifi, Adobe Sign and OneSpan Sign, your prospect can sign off on the spot. Learn more on how we can combine multiple data sources here.


Stacy just landed her first salaried job and wants to open a savings account. She’s had a checking account at her bank for some time, and assumed the process would be swift, as the bank already has her information. Unfortunately, that bank has some catching up to do. They send her a link to a web form where she can enter her information online.

If her bank used Xpertdoc, they could pull Stacy’s existing information in its CRM system and combine it with data captured on the web-based smart form to populate the application. Xpertdoc also automates follow-up documents/emails, such as updates and specials tailored for Stacy’s newly linked checking and savings accounts.

It’s not just about how data is leveraged, but how a good document generation system can consolidate and integrate that information in dynamic templates. When customer information becomes a smart entity, the result is a great CX – which means returning customers.

To learn more about Xpertdoc’s document generation and document automation solutions, sign up today for a free 30-day trial and follow us on Twitter: @xpertdoc@pamelavelentzas

Customer Information

COVID-19 update

The spread of COVID-19 continues to evolve and in this context, we wish to inform you that Xpertdoc is closely monitoring the situation and would like to inform you of the measures taken by our team to support its employees, customers and partners.

We do not foresee any impact on the delivery of our services and want to assure our customers that we are executing our continuity plans in order to ensure that our customers continue to receive our services without jeopardizing the safety and security of our personnel.

In accordance with the recommendations of government authorities, here are some of the measures being taken by Xpertdoc:

Remote work for all employees
Arrangements have already been made and we have requested that all our employees work from home. Our continuity plan includes a full deployment of remote work arrangements to ensure uninterrupted service to our clients and partners.

Hosting and cloud services
We have been assured by our suppliers that there are no known impacts to these services, and we are confident that we are able to effectively manage the delivery of our cloud services to all our customers.

We have cancelled all business travel until further notice for all our employees. If employees have or will travel for personnel reasons, they will be asked to respect the quarantine delay before participating in any business activities.

Events and gatherings
All our events have been postponed or cancelled. Our employees are no longer allowed to participate in any events, seminars or gatherings.

We are committed to providing the best possible service to our customers and partners, to ensure that you can continue digital communications with your own audience. In these critical moments if we can help please do not hesitate to contact us.


The Xpertdoc Team

Mise à jour sur la COVID-19

La propagation de la COVID-19 continue d’évoluer et, dans ce contexte, nous souhaitons vous informer que Xpertdoc suit de près la situation et que notre équipe a pris des mesures pour soutenir ses employé(e)s, clients et partenaires.

Nous ne prévoyons aucun impact sur la prestation de nos services et voulons assurer nos clients que nous mettons en œuvre notre plan de continuité des affaires, afin de garantir que vous continuiez à recevoir nos services, sans compromettre la santé et la sécurité de notre personnel.

Conformément aux recommandations des autorités gouvernementales du Québec, voici quelques-unes des mesures prises par Xpertdoc :

Travail à distance pour tou(te)s les employé(e)s
Nous avons demandé à tou(te)s nos employé(e)s de travailler à domicile. Notre plan de continuité des affaires comprend des arrangements de travail à distance pour assurer un service ininterrompu à nos clients et partenaires.

Hébergement et services infonuagiques
Nos fournisseurs nous ont assuré qu’il n’y avait pas d’impacts connus sur les services d’hébergement et infonuagiques. Ainsi, nous sommes convaincus d’être en mesure de gérer efficacement la livraison de nos services infonuagiques à tous nos clients.

Nous avons annulé tous nos voyages professionnels jusqu’à nouvel ordre, pour tou(te)s les employé(e)s. Si des employé(e)s ont voyagé ou doivent voyager pour des raisons personnelles, il(elle)s seront placé(e)s en quarantaine pour une durée de 14 jours, avant leur retour au travail.

Événements et rassemblements
Tous nos événements ont été reportés ou annulés. Nos employé(e)s ne sont plus autorisé(e)s à participer à des événements, séminaires ou rassemblements.

Nous nous engageons à fournir le meilleur service possible à nos clients et partenaires, afin de garantir que vous puissiez continuer vos opérations sans interruption. Dans ces moments critiques, nous sommes là pour vous aider. N’hésitez pas à communiquer avec nous si nécessaire.


L’équipe Xpertdoc