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Selecting a Document Management System: 7 Must-Have Features
If you’re just wading into the waters of document management systems, or are maybe looking to replace the system you already have, it can be tough to know exactly what to look for. We’ve put together this helpful guide. (…)
3-Way Match and Accounts Payable: Everything You Need to Know
In the world of accounts payable, there are a slew of steps and checks to ensure that a company pays its bills quickly and accurately. This guide will walk you through exactly what three-way matching is and why it matters (…)
6 Methods for Improving Your External and Internal Communication
Businesses need to improve their external and internal communications. How can businesses achieve this? Here are methods for improving both external and internal communication. (…)
How to Conduct Customer Behavior Analysis: Top Tips for Beginners
Do you wish there was a formula that could tell you just what it is your customers want? There is and it’s called customer behavior analysis. Read on to learn about this technique and how you can use it (…)
The Ultimate Guide to Accounts Payable
You’ve probably heard the term “accounts payable” before and know that it’s an integral measure of a business’s financial health. But do you know what accounts payable means or the true impact AP can have on your business? (…)
7 Benefits of Using an Electronic Document Distribution System
An electronic document distribution system can help keep your company organized and efficient. Read on to learn more about what it is and what it can do for your business (…)
Have you started preparing for the new 1099 form?
If you’re still one of the many racing to get up-to-speed ahead of year-end, we have what you need to know. At least most of it! Here are the key items (…)
The Customer Is Always Right – 7 Reasons Why (Not)
If you’ve been part of any business, you’ve, without question, heard the philosophy; “The customer is always right.” You need to assess it to understand whether it applies in reality. Let’s break down this philosophy. (…)
15 Tips for Better Customer Service Communication
Customer service techniques have a dramatic effect on your business’ reputation and success. We’ve outlined the 15 golden rules of great customer service communication (…)
63 Incredible Customer Service Statistics [Infographic]
Understanding the variables that impact customer service means the difference between retaining and growing your customer base versus losing revenue due to lost customers. We highlight 63 of the top customer service statistics (…)
Understanding a Good Document Management Cycle
It’s not as difficult as it may first seem to optimize your document management cycle. Let’s explore how you can do so on your own in order to reap the benefits. (…)
The Vital Importance of Keeping Your Business’ Records Organized
In this guide, we’ll explain why a proper record-keeping system is so essential for any organization looking to maximize profits and minimize problems, plus the best content-management option on the market. (…)
6 Effective Ways to Collect Meaningful Customer Experience Data
Gathering this type of data is not rocket science. With a few simple strategies, you can compile direct feedback from customers. This will allow you to provide an outstanding experience to your clients. (…)
5 Tips for Designing Effective Web Forms
Optimizing and creating responsive web forms can help your business thrive. Learn all about the components of forms, the top five tips for creating a great web form design, and why it all matters. (…)
Using Automation to Provide a Personalized Customer Experience
Personalization on a wide company scale can lead to an increase in revenue growth of 5-15%. Let’s take a deep dive into the meaning of CX personalization and where you can implement automation. (…)
Why Automate Business Correspondences?
It’s expected that by 2023, there will be nearly 350 billion emails sent and received every day. Keep reading to learn why and how you can send automated emails with easy-to-use automation tools. (…)
Do Employees Fear Automation in the Workplace?
Researchers have found that 25% of jobs in the US are at high risk of automation, as 70% of the tasks involved can be carried out by machines. Stats like these beg the question, are workers afraid of automation in the workplace? (…)
Save Time and Money With CCM Tools! Here’s Why You Should Invest in It!
In today’s world, we have a huge amount of information about our customers at our fingertips.The use of automation in CCM tools can help to advance the customer experience. Find out more about the benefits they bring! (…)
Here’s Why Consistent Customer Correspondence Is so Important for Your Company
One good experience isn’t enough, one bad experience can permanently damage your relationship with a customer. Learn more about why consistency is so important when it comes to customer retention and acquisition. (…)
Eliminate Accounts Payable Audit Risks With AP Automation
Audits can provide valuable information that can help you review your operations and find room for improvement. Learning about audits can help you prepare for your next one with technology like AP Automation. (…)
Enterprise System Security
Enterprise system security becomes especially crucial. Let’s discuss the importance of enterprise security and the best practices available for keeping your customers’ information protected. (…)
Brand Communication: What it is and How to Do it Right
Properly orchestrated brand communication is crucial for brands to solidly and establish their identity. Here’s everything you need to know to get started with top-notch brand communication. (…)
Robotic Process Automation in Accounts Payable and Accounts Receivable
With more and more companies adopting this software, the gap will widen between the companies that use RPA and those who choose to continue without it. Find out all about robotic process automation for AP and AR. (…)
How to Create a Bank Statement Template: Your Step-By-Step Guide
By staying organized and strategic with a bank statement template, though, you’re prioritizing productivity. Keep reading to design your bank statement template. (…)
8 Tips for Implementing a Seamless Document Workflow
With a document workflow, you use software to exchange information in a way that is faster and better built for collaboration. Here are a few strategies to keep in mind when you need to implement a workflow that counts. (…)
Multichannel vs. Omnichannel Customer Service: Which Is Right for You?
In thinking about how to improve your customer service strategy, you’re looking into both omnichannel customer service solutions and multichannel ones. Read on to learn more about the difference between them (…)
8 Things a CCM Application Can Do for Your Business
A CCM application can bridge the gap between you and your customers, as it provides service to them in a way that is productive and efficient. Learn more about how it can be useful for any business. (…)
Managing and Facilitating Change When Implementing an Automated Accounts Payable System
What if there were a way to reduce those uninspiring hours and replace them with more meaningful work, all while increasing efficiency and accuracy? An automated AP system can help. (…)
Law Firm Case Study: The Benefits of Using Legal Document Preparation Software
Document preparation software can improve your law firm’s productivity and customer service. Investing in document automation software is a worthwhile investment for many reasons. Here’s why! (…)
11 Business Automation Tools to Boost Efficiency and Increase Profits
Experts suggest automation could save $4 million for your business on the whole. Here are eleven essential business automation tools for your company to consider and adopt (…)