5 Ways Automated Solutions Can Benefit
Your Sales Team

The challenges sales teams must grapple with in today’s digital age can often be daunting. Data capture and document processing are two such problems that require sleek, streamlined solutions if a team hopes to stay competitive. 

Many organizations face slow-moving document processes which lead to frustrated clients, while others struggle with the accuracy of manual data entry and the associated risks resulting from human error. Sales teams must consider cost-effective strategies to deliver faster and more accurate solutions for processing documents and capturing data, particularly as customer expectations for quick turnaround times increase. 

Intelligent document processing (IDP) is quickly becoming an essential part of many sales teams’ processes. IDP automates tedious tasks and streamlines the entire sales process. Instead of spending time on manual data entry or validation, your team can focus their energy on closing deals and growing your business. 

With so many automated solutions to choose from, it’s important to find the one that will offer the most benefit for your team. From improved customer service to decreased turnaround times, there’s no doubt you’ll see a return on investment once onboarding an IDP solution. 

By taking a cutting-edge approach to handling document processing and data capture, teams give themselves an advantage when cultivating current client relationships and hoping to win new ones. So if you’re looking for a way to improve efficiency and increase overall sales performance, implementing an IDP solution should definitely be at the top of your list.

Automate intake process

One of the key benefits of an IDP solution is that it can automate the intake process. Rather than having your sales team manually input data into your CRM tool, IDP solutions can automatically extract data from emails, PDFs, and other digital documents. This saves your sales team time and reduces the chance of human error.

IDP solutions use a combination of artificial intelligence (AI) and computer vision to identify and extract data from digital documents. This data can then be downloaded into your CRM tool or other business software. This automates the sales intake process and ensures that your sales team has accurate and up-to-date information about potential customers and leads.

In addition to saving time, automating the sales intake process with an IDP solution can also help to improve customer satisfaction. By reducing the chances of human error, you can provide your customers with accurate information about your products and services. This can lead to more sales and happier customers.

Extract data from digital documents

The idea of automating the time-consuming task of manually inputting data into a CRM tool can seem too good to be true. But thanks to automated solutions like IDP, it is a reality! 

With intelligent document processing, your sales team can upload digital documents and the rest of that tedious data capture process is taken care of automatically. This not only saves your team valuable time but also provides accurate information without any manual intervention. In this way, you get the best of both worlds: reliability and convenience!

Minimize human error in assigning fields

IDP solutions are giving teams a huge benefit with their automation of the field assignment process. This means that instead of manually assigning each record, fields can be populated with the touch of a button automatically based on predefined rules. 

The advantages here are significant; not only does this reduce human error, freeing up your sales team to devote more time to tasks that require more complex decisions, but it also guarantees that each record is properly categorized and organized for easy access down the line. It’s one less way to worry about data being shuffled into the wrong areas in a database.

Streamline record validation

IDP solutions are a game changer for streamlining the validation process. Not only do they save your sales team hours of tedious work manually validating records, but their automated approach is also far more thorough and accurate. 

By using predefined rules, IDP solutions guarantee that all records remain up-to-date, so you can be sure there won’t be any surprises preventing progress! By removing this potential friction from the sales process, automated solutions can have a direct and positive impact on your bottom line.

Rossum can help you optimize your sales process

Intelligent Document Processing (IDP) solutions like Rossum offer a fantastic way to bid farewell to manual and time-consuming processes. Automated intake, intelligent data extraction, field assignment, and streamlined validation make IDP a great investment for businesses looking to take their sales process to the next level and increase profitability. 

Not only does it save time, but also it allows you to capture new opportunities by streamlining data processing. By investing in an IDP solution, you’ll be able to maximize efficiency and optimize your sales process with ease.

If you’re looking for a way to improve efficiency and close more deals, then an automated solution is worth considering. Test Rossum for yourself with our free 14-day trial.