Data & Content Management
Electronic Content Management
Paper is piling up. It needs to be scanned, sent to different locations across the country, tracked to see who has received it, and then stored in a central repository for easy access. Email needs to be archived and associated with business workflows. Digital content needs to be captured, secured and used for decision analysis and transaction processing.
Paper is piling up. It needs to be scanned, sent to different locations across the country, tracked to see who has received it, and then stored in a central repository for easy access. Email needs to be archived and associated with business workflows. Digital content needs to be captured, secured and used for decision analysis and transaction processing.
Our electronic content management solutions address these challenges and the key benefits are:
- Paper documents can be captured directly into electronic workflows using workflow enabled MFC scanners.
- Key Meta data such as customer numbers, notes etc are captured at scan time.
- Batch numbers used for retrieval from the offsite location is also captured
- Generated PDF files automatically attached to the relevant Zanibal documents.
- Electronic documents in any format can be uploaded and archived into customer records
- Documents used in resolving complaints or other transaction types in Zanibal can also be archived.
- Document retention policies can be used to manage regulatory and other archiving objectives.
Download our document management brochure to learn more about our ECM solutions.
Business Data Management
No sales force automation or customer relationship management initiative can succeed without finding answers to the following questions:
Business Data Management
No sales force automation or customer relationship management initiative can succeed without finding answers to the following questions:
- Who are my customers?
- Where are my customers?
- What are my customers’ needs?
- How can I reach my customers?
Answers to these questions are key drivers for effective sales and marketing execution and we provide services that help organizations address challenges with data quality.
Key features of our data management solutions include:
- Data cleansing & verification – Identifying incomplete customer bio-data (name, date of birth, place of birth etc); incomplete and incorrect contact information (email addresses, telephone numbers, mailing address); verifying the bio-data and contact information.
- Data enhancement – Obtaining additional information and data about your customers that can be used for effective customer segmentation, product development and marketing. E.g. ethnographic data, education level, financial needs etc.
- Customer segmentation & profiling – segmenting and profiling your customer base to ensure that the right products are being sold &delivered to the customers via the right channels. Other customer characteristics such as projected lifetime value, attrition propensity, wealth management needs etc. will help in developing personalized service strategies that maximize a customer’s lifetime value.