4 things you need to know about Dynamic Business Documents

1. There are just 4 easy steps!

Dynamic Business Documents allows you to design, personalize, preview and generate documents and forms with any ERP, CRM, EMR or other enterprise software in just 4 simple steps!

Dynamic Business Documents flowchart

2. It’s not just for Customer Service!

Sure, DBD is important in customer service so your team can create personalized communications specific to an exception which triggered the event. But other departments can use it too. Take HR for instance; HR receives all types of documents, employee applications, legal notices and many other forms. When your business software triggers an exception, that’s when DBD takes over. Your team can now review these exceptions and respond to them with specific, personalized information that is relevant to the individual or entity. DBD provides fields so your representative can manually type in the specifics related to the exception, while ensuring that all legal and compliant business information or legal communications are included in the form or document. When exceptions occur in your business software, they will automatically appear in DBD as shown below:

exceptions list screen shot

3. Omni-channel presentation and delivery!

With DBD, there are so many options to update your documents presentation and delivery methods, and customers want it their way. DBD delivers information when and where your customers and employees want it. Millennials want it on their phone, Baby Boomers want it on their PC or Tablet and the Silent Generation want it printed and mailed to them….I want it sent to my portal and a notice with a link sent to my cell phone!

graphic depicting same document on tablet, desktop, laptop, and cell phone

4. Positive and Simplified User Experience!

DBD empowers authorized employees from a single department or the whole enterprise to create personalized, highly professional business correspondence and other personalized documents spontaneously, on an as-needed basis. This is done in real time, using pre-approved document templates and content, which keeps your communications consistent and compliant. Customer service and other departments can set up exceptions that will allow them to provide personalized messaging within an existing compliant document set. If someone places an exceptionally large order from your company, you can now send a personalized message or notification that they have earned extra points, a free widget, etc. –all without making modifications to your existing business software.

general people in business graphic illustration

Click here to set up a demo today so we can show you how Dynamic Business Documents can benefit you.