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Intelligent Document Processing: Fueling Efficiency and Growth

Lightico

This data includes loan applications , insurance documents , emails, reports, invoices, supporting documentation and contracts. This is where Intelligent Document Processing (IDP) comes in. IDP is a technology that uses artificial intelligence and machine learning to automate the extraction of data from documents.

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Integrations to be thankful for

Zendesk

Finance tools to open Invoices, Payments, Billing systems. Additional apps added in October: Inbenta (SunCo) AI Chatbot automatically engages in complex conversations with minimal training. Fireflies (Sell) is an AI voice assistant that helps transcribe, take notes, and complete actions during meetings.

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Unlocking Business Growth with a Robust CRM: Insights from the SugarCRM’s Connected Conference

SugarCRM

Solid CRM solutions should help you align and compile data from multiple sources: Marketing , Sales , Support , Finance, and Legal. Artificial Intelligence is a great way to make data-based predictions and take the guesswork out of your processes. How does this help your organization overall? However, raw data is of little use.

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Looking for Sales Automation? Don’t Skip These 11 Features

SugarCRM

Automated CRM can eliminate manual tasks for sales reps and even prescribe their next move with artificial intelligence. The software uses rules, algorithms, AI, and other digital tools to trigger and automate sales functions, including data entry, document routing, nurture cadences, and so much more. What is Sales Automation?

Sales 26
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Attended vs. Unattended RPA: It Doesn’t Need to be an Either-Or

1 to 1

With unattended RPA, software with artificial intelligence and machine learning handles common, high-volume, repetitive tasks such as invoice processing, claims management, and patient scheduling. And RPA can help employees across the board in an organization: customer care, sales, finance, HR, supply chain, IT, and procurement.