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Artificial intelligence (AI) has revolutionized various industries, including financial services and lending. However, extracting meaningful information from this data has been a challenge. AI has emerged as a powerful tool to process document based unstructured data, transforming document collection, management and lending processes.
The software uses rules, algorithms, AI, and other digital tools to trigger and automate sales functions, including dataentry, document routing, nurture cadences, and so much more. Automated dataentry. This way, reps don’t have to stop what they’re doing and manually input data. What is Sales Automation?
Sales automation provides a great way for companies to simplify repetitive, time-consuming tasks like dataentry and customer communications. CRM software is the most common sales automation solution , even incorporating artificial intelligence (AI) to help predict upcoming actions and automate or trigger next steps. .
These are universal priorities that any professional in sales operations, CRM, or sales strategy should consider: AI and the data capture that fuels it: When times are hard, we need to make decisions on more than gut alone; and AI powers the ability to understand information faster and in greater depth than human analysis can achieve.
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