Remove Customer Satisfaction Remove Invoicing Remove ML
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From OCR (Optical Character Recognition) to IDP (Intelligent Document Processing): The Evolution of Automation & AI in Financial Services

Lightico

Documents can either be internally generated and completed by customers or employees, or they can be any kind of document with information on it, such as bank statements, pay stubs, invoices, tax forms, basically any kind of document or image sent in by a customer.

AI 52
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Harnessing the Power of Generative AI in CRM

SugarCRM

However, with recent technological advancements, Artificial Intelligence (AI) and Machine Learning (ML) capabilities have become infused in all sorts of tools, and CRMs are no exception. For example, when a customer’s invoice is overdue, your CRM can be programmed to automatically send a reminder to the customer.

CRM 26
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The Future of Sales Is Now: New Capabilities Powered by SugarCRM and sales-i

SugarCRM

Integrating AI and ML plays a critical role in this new dynamic. With our new capabilities, powered by Sugar and sales-i , sales reps will love using our product as it will help them sell more and improve their relationship with customers. Today, more than ever, sales processes are data-driven.

Sales 26