This digital EOB is responsive to the device (phone, tablet, PC) that is used to access it. Users are empowered to drill-down and answer their own questions without using the call center. An integrated guided tour provides help for first time users.
How would a Digital Experience Document engage a customer in the telecom industry? Take a look at this sample invoice. A digital marketing campaign displays the AD most relevant to the customer while the chat provides a connection with your team.
Personalized correspondence is key in establishing and nurturing good customer relationships. This letter shows how a mix of user entered input and transactional data retrieved from back-end systems comes together in a seamless piece of communication.
Property and casualty insurance documents are usually long and complex and require some level of document assembly. Check out this example for a quick demonstration of how lookup fields and conditional content are being used to build a complex policy. A full revision history is displayed on top.
Creating legal documents and contracts interactively can be quickly accomplished in the Customer Communications Cloud by importing Word or PDF documents. Advanced features include the use of conditional content, repeatable objects and computed fields.
In this example we show how marketing professionals can use the CCM Cloud to create marketing correspondence using a predefined structure. Output can be automatically distributed to thousands of recipients and re-branding can be configured for those organizations that need to distribute through partners.
Large corporate accounts are often the most profitable customers a company can have, yet their complex account structures are a cause for concern. Here is an example on how a telecom company may be able to provide corporate accounts with a better way of viewing their invoice data.
Sales dashboard for a fictional company.
Customers dashboard for a fictional company.
Retail sales figures dashboard for a fictional company.
This typical mortgage application form can be embedded on your website, or emailed to prospective clients. This form kicks off a fictional mortgage application process and for demonstration purposes we have it configured to email back to you a completely filled out application form.
Interactive HTML5 documents provide users with powerful tools to help them make informed decisions. This interactive portfolio analysis report allows customers to drill down, sort and filter their data in real time. PDF can be generated at any time.