What is Customer Communications Management (CCM)?
According to leading Analyst Firms – SMA, Gartner and Forrester, Customer Communications Management (CCM) is a set of strategies and software solutions designed to engage customers throughout the entire customer communication lifecycle.
At Xpertdoc, we believe that CCM focuses on helping companies improve their ability to design, deliver, and manage their interactions with customers with a focus on improving that customer experience at each touchpoint. Regardless of the type of interaction or which channel it occurs, CCM solutions help manage the dynamic interactions in a way that traditional systems cannot. From electronic applications to structured or interactive communications like correspondence, policies, quotes/proposals, welcome kits, invoices/statements, or marketing materials, Xpertdoc is able to help you engage your customers. Better and Faster.
Xpertdoc Connector For Microsoft Dynamics 365
Powered by Microsoft Dynamics 365 and Azure, the Xpertdoc Dynamics 365 Connector allows organizations to leverage the wealth of customer data in Microsoft Dynamics to deliver compelling documents in a single click.
Out-of-the-box functionality and pre-built workflows and connectors to Dynamics and SharePoint immediately enable business users to easily create, manage and deliver an infinite variety of data-driven, impactful documents, with powerful capabilities for template creation, Omni-channel delivery, e-signature, and more.