Your business probably handles data from several sources and it can get overwhelming having to enter that data into different business-critical documents over and over throughout the day. Tracking that data and finding the right one to include is a tough chore on its own but thanks to MS Dynamics, you can keep track of such data and remain connected to your customers.
You can make things much better within your business by integrating document automation solutions with MS Dynamics business applications such as Customer Engagement, Business Central, and Finance & Operations. The benefits of this stretch across different departments of the business. Consider these key benefits:
Imagine a sales representative is returning home after a long day of making presentations to a client and during the commute, they receive a call from a customer requesting a quote urgently. Will the Sales rep have to run back to the office to put together a quote? No, they can pull out their laptop, log into MS Dynamics Customer engagement, and retrieve all the necessary information to include in the quote, and then using the integrated document automation software, create a quote in just a few minutes and send it promptly. The customer is bound to be impressed by how fast they received the quote and is likely to act just as fast and order the product or service.
Let's face it, even if you may have all the relevant data you need to make decisions in one place, that data can get contaminated in the process of generating documents like reports, statements, and other similar documents. Wrong or outdated data may be entered into the final document if you are performing the task manually. On the other hand, if you integrate powerful applications like MS Dynamics with document automation software, you eliminate such risks Accurate and up to date data will be used to create everything from customer profiles to payment statements and the quality will not just be amazing, but also easy to comprehend and use to make the right decisions.
Personalizing documents is a proven strategy to boost conversions and retain customers. Despite the bulk of customers a business may have to deal with, it is possible to personalize every document shared with them. whether it is an email informing them about new stock or a bill sent to them you can use document automation to personalize these documents. Since most MS Dynamics modules are able to share data, you can collect relevant information from different modules and use that to personalize documents.
Document automation makes generating reports a quick and easy process. Even if you have a meeting in an hour and you need to present a financial statement during that meeting, it is possible to generate the report within minutes and you can be sure that all the necessary data will be included and it will be error-free. This means finance teams within a business can spend more time on more important activities instead of compiling data to use in different statements.
With the use of templates, documents that need to adhere to internal or external guidelines can be generated with at most compliance. This ensures nothing is left out and the document can be easily interpreted by whoever it is intended for. Let’s consider a sales proposal, it is important that up-to-date information is included in certain fields and the structure of the proposal needs to adhere to the organization's branding. With the integration of Dynamics Business Central and document automation like Windward Hub, the best data will be included in the proposal for better chances of closing deals.
Surveys carried out among businesses that have integrated document automation with Microsoft Dynamics modules reveal significant improvement in efficiency not just with document generation but also other aspects of the business that get more attention since staff have more time to invest into focal areas of the business. This translates into happier staff, satisfied customers, and more revenue.