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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. Reduced Errors : Minimizes human error by eliminating manual data entry.

AI 52
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7 Must-Have Features for Next-Level Database Monitoring

SurveySensum

By leveraging features like text analysis within your database infrastructure, you transform unstructured feedback into actionable data points. This integration means your databases do more than store information—they become crucibles where customer voices inform innovation and drive business decisions anchored in real-world user experiences.

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

SugarCRM

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. We believe that while innovation is necessary, a successful sales team only needs a handful of key features to make an impact. Automated data entry.

Sales 26
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The Power of All-in-One CRM: Aligning IT Leaders with Key Business Objectives

SugarCRM

Typically, an All-in-One CRM includes core Sales, Marketing, and Service CRM capabilities such as: Contact and lead management Sales pipeline tracking Customer interaction history Marketing automation Customer support ticketing Project management Invoicing Analytics And more.

CRM 26